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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
SC
3401
Sonen Capital
California
$2.57M +$2.48M +7,653 New
CWM
3402
Cabot Wealth Management
Massachusetts
$2.57M +$13K +40 +0.5%
OFS
3403
Orrstown Financial Services
Pennsylvania
$2.57M -$283K -874 -10%
SIMM
3404
Stillwater Investment Management (Minnesota)
Minnesota
$2.56M -$79.8K -246 -3%
MWM
3405
MinichMacGregor Wealth Management
New York
$2.55M +$551K +1,701 +29%
ZIMP
3406
Zimmermann Investment Management & Planning
Pennsylvania
$2.55M +$2.46M +7,583 New
OWA
3407
Outlook Wealth Advisors
Texas
$2.55M -$3.89K -12 -0.2%
TI
3408
Truepoint Inc
Ohio
$2.55M +$338K +1,042 +16%
LFA
3409
Landmark Financial Advisors
Kentucky
$2.54M +$45.1K +139 +2%
BAM
3410
Baldrige Asset Management
Pennsylvania
$2.54M -$3.57K -11 -0.1%
SFWC
3411
Strategic Family Wealth Counselors
New Jersey
$2.54M
FIM
3412
Fernwood Investment Management
Massachusetts
$2.54M +$29.8K +92 +1%
TFP
3413
Tilia Fiduciary Partners
North Carolina
$2.54M +$2.44M +7,538 New
CCMT
3414
CMT Capital Markets Trading
Germany
$2.53M -$320K -987 -12%
AC
3415
Aristides Capital
Kentucky
$2.52M
COCM
3416
Charter Oak Capital Management
New Hampshire
$2.52M +$42.5K +131 +2%
CP
3417
Coho Partners
Pennsylvania
$2.52M
SWM
3418
Sugarloaf Wealth Management
Georgia
$2.52M -$394K -1,214 -14%
WOSD
3419
WFA of San Diego
California
$2.52M +$397K +1,224 +20%
WWMSC
3420
Wagner Wealth Management (South Carolina)
South Carolina
$2.51M +$326K +1,005 +16%
D
3421
Diversified
Delaware
$2.5M +$973 +3 +0%
XWM
3422
Xcel Wealth Management
Florida
$2.5M +$96.3K +297 +4%
LD
3423
Lipe & Dalton
New York
$2.5M -$38.6K -119 -2%
SIC
3424
SFE Investment Counsel
California
$2.5M -$82.7K -255 -3%
GWA
3425
GGM Wealth Advisors
Maryland
$2.49M -$28.2K -87 -1%

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.