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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
HFAS
3551
Hummer Financial Advisory Services
Illinois
$2.14M -$58.4K -180 -3%
RPA
3552
Rock Point Advisors
Vermont
$2.13M +$61.6K +190 +3%
RCC
3553
Red Cedar Capital
Nebraska
$2.13M
FCM
3554
Fourpath Capital Management
Oklahoma
$2.13M +$2.05M +6,332 New
TC
3555
TAP Consulting
Missouri
$2.13M +$973 +3 +0%
PIM
3556
Profit Investment Management
Maryland
$2.12M +$7.78K +24 +0.4%
RF
3557
RHS Financial
California
$2.12M +$68.4K +211 +3%
SWP
3558
Summit Wealth Partners
Florida
$2.12M +$7.13K +22 +0.4%
JBA
3559
Johnson Bixby & Associates
Washington
$2.11M -$12K -37 -0.6%
CWA
3560
Consilio Wealth Advisors
Washington
$2.1M +$2.02M +6,245 New
OBWG
3561
Onyx Bridge Wealth Group
New York
$2.1M +$381K +1,175 +23%
CF
3562
Copperwynd Financial
Arizona
$2.09M +$148K +458 +8%
PPW
3563
Pasadena Private Wealth
California
$2.09M +$121K +372 +6%
NS
3564
Newman & Schimel
Illinois
$2.07M -$79.4K -245 -4%
CMBA
3565
C.M. Bidwell & Associates
Hawaii
$2.07M -$64.2K -198 -3%
FA
3566
Fermata Advisors
California
$2.07M +$123K +379 +7%
GCP
3567
Gill Capital Partners
Colorado
$2.06M -$41.2K -127 -2%
KWA
3568
Kellett Wealth Advisors
Ohio
$2.06M +$1.99M +6,130 New
CSWM
3569
Cassady Schiller Wealth Management
Ohio
$2.06M +$1.99M +6,124 New
SGA
3570
Seaport Global Advisors
Massachusetts
$2.06M +$1.98M +6,120 New
TF
3571
TimeScale Financial
Massachusetts
$2.05M +$12.6K +39 +0.6%
ARG
3572
Advisory Resource Group
Oklahoma
$2.05M +$414K +1,276 +24%
HIM
3573
Hillsdale Investment Management
Ontario, Canada
$2.05M -$32.4K -100 -2%
AAP
3574
Arax Advisory Partners
Colorado
$2.05M +$721K +2,223 +58%
KPWG
3575
KFA Private Wealth Group
Virginia
$2.04M +$14.3K +44 +0.7%

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.