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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
1IA
3476
1620 Investment Advisors
Massachusetts
$2.34M +$2.25M +6,949 New
NWA
3477
New World Advisors
Massachusetts
$2.33M -$35.7K -110 -2%
TCM
3478
TD Capital Management
Tennessee
$2.33M
MWM
3479
Mascoma Wealth Management
New Hampshire
$2.33M +$159K +491 +8%
SC
3480
Stephens Consulting
Michigan
$2.32M +$2.24M +6,910 New
GBWM
3481
Granite Bay Wealth Management
New Hampshire
$2.32M +$2.24M +6,906 New
EWA
3482
ERTS Wealth Advisors
Michigan
$2.32M +$23K +71 +1%
EIA
3483
Eldridge Investment Advisors
New Hampshire
$2.32M +$324 +1 +0%
OIM
3484
Oder Investment Management
California
$2.31M -$94.7K -292 -4%
BWM
3485
BCS Wealth Management
Tennessee
$2.31M +$275K +849 +14%
LWMG
3486
Levy Wealth Management Group
Pennsylvania
$2.31M +$10.7K +33 +0.5%
WFM
3487
Wolff Financial Management
Michigan
$2.31M +$2.22M +6,858 New
CWM
3488
Chemistry Wealth Management
New York
$2.31M +$2.22M +6,855 New
NLP
3489
Next Level Private
New York
$2.31M +$2.22M +6,855 New
WA
3490
WP Advisors
California
$2.3M +$200K +618 +10%
SSWG
3491
Seven Springs Wealth Group
Tennessee
$2.3M +$1.76M +5,418 +380%
AL
3492
ADE LLC
Maryland
$2.3M +$11K +34 +0.5%
I
3493
IMPACTfolio
Colorado
$2.3M +$2.22M +6,843 New
BCM
3494
Barden Capital Management
Texas
$2.3M +$2.22M +6,837 New
MGWM
3495
Marks Group Wealth Management
Minnesota
$2.29M +$256K +791 +13%
BWM
3496
BlackDiamond Wealth Management
New York
$2.29M +$2.21M +6,808 New
TIA
3497
Traphagen Investment Advisors
New Jersey
$2.29M -$1.62K -5 -0.1%
TSWM
3498
Tyler-Stone Wealth Management
Ohio
$2.29M +$2.21M +6,803 New
WFA
3499
WestHill Financial Advisors
California
$2.28M +$382K +1,179 +21%
LWP
3500
Legacy Wealth Planning
Nevada
$2.28M -$274K -845 -11%

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.