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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
F
3526
F3Logic
Minnesota
$2.22M +$88.2K +272 +4%
BMCM
3527
Burns Matteson Capital Management
New York
$2.22M +$75.2K +232 +4%
SWRP
3528
Summit Wealth & Retirement Planning
California
$2.22M -$70.4K -217 -3%
OWM
3529
Orgel Wealth Management
Wisconsin
$2.22M +$191K +590 +10%
SIS
3530
Sound Income Strategies
Florida
$2.22M +$90.1K +278 +4%
CA
3531
Claris Advisors
Missouri
$2.22M +$2.14M +6,593 New
CWA
3532
Clarity Wealth Advisors
California
$2.21M -$34.4K -106 -2%
HFS
3533
Heritage Financial Services
Massachusetts
$2.21M +$2.13M +6,557 New
WCBA
3534
Weaver C. Barksdale & Associates
Tennessee
$2.2M +$2.12M +6,553 New
CA
3535
Cortland Associates
Missouri
$2.2M -$86.2K -266 -4%
TCB
3536
Texas Capital Bancshares
Texas
$2.2M -$2.92K -9 -0.1%
FWA
3537
FOCUS Wealth Advisors
Texas
$2.2M +$56.7K +175 +3%
IIM
3538
Ironwood Investment Management
Massachusetts
$2.18M +$8.11K +25 +0.4%
NL
3539
Navalign LLC
California
$2.18M -$46K -142 -2%
DWM
3540
Dorchester Wealth Management
Quebec, Canada
$2.18M +$108K +334 +5%
EMFAT
3541
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.17M +$130K +400 +7%
CAM
3542
Campion Asset Management
Virginia
$2.17M +$319K +984 +18%
CFAM
3543
Center For Asset Management
Florida
$2.17M +$688K +2,122 +49%
WIP
3544
WealthCare Investment Partners
Rhode Island
$2.17M +$2.09M +6,447 New
MSA
3545
McAlister Sweet & Associates
Texas
$2.17M +$2.09M +6,443 New
TVAMP
3546
Tennessee Valley Asset Management Partners
Tennessee
$2.16M +$9.73K +30 +0.5%
MSE
3547
MUFG Securities EMEA
United Kingdom
$2.16M -$321M -988,906 -99%
NF
3548
Norwood Financial
Pennsylvania
$2.15M +$2.08M +6,403 New
DWA
3549
Delos Wealth Advisors
Texas
$2.15M +$194K +598 +10%
C
3550
CEDRUS
Colorado
$2.14M +$2.06M +6,362 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.