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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
BI
3451
Bramshill Investments
Florida
$2.42M
PWM
3452
Pinnacle Wealth Management
California
$2.42M +$2.33M +7,200 New
DCM
3453
Dimension Capital Management
Florida
$2.42M
OAM
3454
Oak Asset Management
California
$2.41M -$25.6K -79 -1%
MF
3455
Montis Financial
Massachusetts
$2.41M -$14.6K -45 -0.6%
CFG
3456
CMC Financial Group
Georgia
$2.41M -$70.4K -217 -3%
KFP
3457
KB Financial Partners
New Jersey
$2.4M +$11.3K +35 +0.5%
JCM
3458
Jacobsen Capital Management
Utah
$2.4M -$4.54K -14 -0.2%
PBT
3459
Pictet Bank & Trust
Bahamas
$2.4M -$214K -660 -8%
DU
3460
Delphia (USA)
Ontario, Canada
$2.4M +$2.31M +7,123 New
OCM
3461
Objective Capital Management
Ohio
$2.4M +$2.31M +7,121 New
LFG
3462
Larson Financial Group
Missouri
$2.39M +$710K +2,189 +45%
AP
3463
Atwood & Palmer
Missouri
$2.39M +$85.9K +265 +4%
IAG
3464
Investment Advisory Group
Massachusetts
$2.38M +$2.56M +7,884 New
CDIA
3465
Capital Directions Investment Advisors
Georgia
$2.38M +$260K +803 +13%
CPA
3466
Cowen Prime Advisors
New York
$2.38M -$454K -1,400 -17%
TWM
3467
Trevian Wealth Management
Massachusetts
$2.37M +$2.29M +7,061 New
FCM
3468
Firestone Capital Management
Florida
$2.37M +$115K +355 +5%
PWS
3469
Peterson Wealth Services
Utah
$2.36M +$2.28M +7,027 New
AF
3470
Aldebaran Financial
$2.36M +$61.6K +190 +3%
EWM
3471
Elmwood Wealth Management
California
$2.36M +$2.28M +7,020 New
CCM
3472
Courage Capital Management
Tennessee
$2.36M -$2.87M -8,850 -56%
ACM
3473
Ascendant Capital Management
California
$2.35M +$648K +2,000 +40%
GPCM
3474
Granite Point Capital Management
Massachusetts
$2.35M +$973K +3,000 +75%
SCFS
3475
S.C. Financial Services
Arizona
$2.35M +$2.49M +7,692 New

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.