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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
DA
3501
Detalus Advisors
Missouri
$2.28M -$172K -529 -7%
SEP
3502
Southland Equity Partners
Missouri
$2.28M +$2.92K +9 +0.1%
FTA
3503
Financial & Tax Architects
Missouri
$2.28M +$11K +34 +0.5%
CCM
3504
Crew Capital Management
Ohio
$2.27M -$207K -639 -9%
BWM
3505
Birchcreek Wealth Management
Ohio
$2.27M +$64.8K +200 +3%
PFA
3506
Pathway Financial Advisors
Vermont
$2.27M +$2.37M +7,316 New
LCM
3507
Lewis Capital Management
California
$2.27M +$2.19M +6,753 New
MLFP
3508
MPS Loria Financial Planners
Illinois
$2.27M +$1.62K +5 +0.1%
SGCA
3509
Steel Grove Capital Advisors
Tennessee
$2.27M +$41.5K +128 +2%
TCM
3510
Triumph Capital Management
Colorado
$2.27M +$335K +1,033 +18%
APC
3511
Aspire Private Capital
North Carolina
$2.27M +$66.1K +204 +3%
ACP
3512
Arcus Capital Partners
Georgia
$2.26M +$660K +2,037 +43%
RBC
3513
Roble Belko & Company
Pennsylvania
$2.25M +$62.9K +194 +3%
LFASL
3514
Lugano Financial Advisors SA (LFA)
Switzerland
$2.25M +$143K +440 +7%
SFA
3515
Source Financial Advisors
New York
$2.25M -$235K -726 -10%
EBWM
3516
Eagle Bluffs Wealth Management
Missouri
$2.25M +$2.16M +6,677 New
MF
3517
Meridian Financial
Massachusetts
$2.25M +$2.16M +6,676 New
CCA
3518
Clearwater Capital Advisors
Illinois
$2.25M -$39.9K -123 -2%
CWM
3519
Cedar Wealth Management
California
$2.24M +$212K +654 +11%
NA
3520
Navellier & Associates
Nevada
$2.24M -$47.3K -146 -2%
SWM
3521
Selective Wealth Management
Virginia
$2.24M +$11.3K +35 +0.5%
NRW
3522
Nova R Wealth
Kansas
$2.24M +$2.16M +6,647 New
BEW
3523
Burton Enright Welch
California
$2.24M +$2.16M +6,647 New
PA
3524
Parkside Advisors
California
$2.23M -$28.2K -87 -1%
AWA
3525
ARQ Wealth Advisors
Arizona
$2.23M -$100K -309 -4%

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.