We are live on ! Find out more
MSFT icon

Microsoft

4,543 hedge funds and large institutions have $1.77T invested in Microsoft in 2021 Q4 according to their latest regulatory filings, with 663 funds opening new positions, 1,644 increasing their positions, 1,949 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

761% more first-time investments, than exits

New positions opened: 663 | Existing positions closed: 77

31% more call options, than puts

Call options by funds: $48.5B | Put options by funds: $37B

15% more funds holding in top 10

Funds holding in top 10: 2,2072,542 (+335)

15% more capital invested

Capital invested by funds: $1.54T → $1.77T (+$232B)

13% more funds holding

Funds holding: 4,0254,543 (+518)

0.08% more ownership

Funds ownership: 70.28%70.36% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 1,644 | Existing positions reduced: 1,949

Holders
4,543
Holders Change
+518
Holders Change %
+12.87%
% of All Funds
69.9%
Holding in Top 10
2,542
Holding in Top 10 Change
+335
Holding in Top 10 Change %
+15.18%
% of All Funds
39.11%
New
663
Increased
1,644
Reduced
1,949
Closed
77
Calls
$48.5B
Puts
$37B
Net Calls
+$11.5B
Net Calls Change
+$4.05B
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
3376
Satovsky Asset Management
New York
$2.65M +$61.6K +190 +2%
PFWA
3377
Paces Ferry Wealth Advisors
Georgia
$2.65M -$99.5K -307 -4%
WCM
3378
WealthBridge Capital Management
Ohio
$2.64M -$93.4K -288 -4%
1WM
3379
1900 Wealth Management
Texas
$2.64M +$310K +955 +14%
PCMN
3380
Paradigm Capital Management (Nevada)
Nevada
$2.64M +$2.54M +7,839 New
KFA
3381
Krane Funds Advisors
New York
$2.63M -$334K -1,030 -12%
WLPWM
3382
Walled Lake Planning & Wealth Management
Illinois
$2.63M +$1.62K +5 +0.1%
EDRIA
3383
Edmonds Duncan Registered Investment Advisors
Kansas
$2.63M
FCMA
3384
Foresight Capital Management Advisors
Michigan
$2.62M +$2.53M +7,802 New
ADIM
3385
Alpha DNA Investment Management
Maryland
$2.62M +$1.89M +5,829 +297%
MPPLM
3386
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.62M +$31.8K +98 +1%
IFS
3387
Intelligent Financial Strategies
Minnesota
$2.62M +$2.52M +7,776 New
MWM
3388
Midwest Wealth Management
Indiana
$2.61M +$265K +816 +12%
VFM
3389
Vivid Financial Management
California
$2.6M +$219K +677 +10%
BMCM
3390
Bryn Mawr Capital Management
Pennsylvania
$2.6M +$49K +151 +2%
OWA
3391
One Wealth Advisors
California
$2.6M +$44.1K +136 +2%
CFD
3392
Creative Financial Designs
Indiana
$2.6M -$96.6K -298 -4%
AIA
3393
Alera Investment Advisors
Illinois
$2.59M -$388K -1,197 -13%
AA
3394
Aire Advisors
California
$2.59M +$2.5M +7,716 New
FNBSF
3395
First National Bank Sioux Falls
South Dakota
$2.59M +$49K +151 +2%
B
3396
Bridgeworth
Alabama
$2.59M +$310K +955 +14%
GIM
3397
Groesbeck Investment Management
New Jersey
$2.59M
SFG
3398
Sunburst Financial Group
Alabama
$2.59M +$210K +648 +9%
KFS
3399
Kaizen Financial Strategies
California
$2.58M -$1.5M -4,617 -38%
FH
3400
FWG Holdings
Florida
$2.58M -$6.81K -21 -0.3%

MSFT Hedge Fund Activity: Q4 2021 in Review

4,543 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2021, worth a combined $1.77T — up 15% from $1.54T a quarter earlier.

Buyers outnumbered sellers: 663 funds opened new MSFT positions and 77 closed out — a net gain of 586 holders — while 1,644 added to existing stakes and 1,949 trimmed.

The largest buyer was BlackRock, adding an estimated $3.86B. The largest seller was SG Americas Securities, cutting an estimated $3.45B.

  • 4,543 institutional investors held Microsoft (MSFT) as of Q4 2021, up from 4,025 in Q3 2021.
  • Funds reported $1.77T of Microsoft stock for Q4 2021, up 15% quarter-over-quarter.
  • 663 funds opened new Microsoft positions in Q4 2021 and 77 closed out, a net change of +586 holders.
  • The largest Microsoft buyer in Q4 2021 was BlackRock, an estimated $3.86B added.
  • The largest Microsoft seller in Q4 2021 was SG Americas Securities, an estimated $3.45B sold.

Based on aggregated 13F filings for Q4 2021.