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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
BHWM
3576
Beaird Harris Wealth Management
Texas
$2.04M +$1.97M +6,074 New
RA
3577
Rodgers & Associates
Pennsylvania
$2.04M +$329K +1,015 +20%
ACM
3578
Antonetti Capital Management
Florida
$2.03M -$37.9K -117 -2%
WW
3579
Westshore Wealth
California
$2.03M +$17.8K +55 +0.9%
DIA
3580
Dean Investment Associates
Ohio
$2.03M -$42.5K -131 -2%
AF
3581
Apexium Financial
Texas
$2.03M +$27.9K +86 +1%
EFL
3582
ERn Financial LLC
Wisconsin
$2.02M +$1.62K +5 +0.1%
CCM
3583
Check Capital Management
California
$2.02M +$69.4K +214 +4%
LI
3584
Latash Investments
Alaska
$2.02M
PGCM
3585
Prescott Group Capital Management
Oklahoma
$2.02M
VFM
3586
Viking Fund Management
North Dakota
$2.02M
CNBT
3587
Cornerstone National Bank & Trust
Illinois
$2M -$17.8K -55 -0.9%
WH
3588
Willner & Heller
California
$2M +$2.29M +7,075 New
SIM
3589
Sadoff Investment Management
Wisconsin
$1.99M +$141K +434 +8%
CGFA
3590
Colton Groome Financial Advisors
North Carolina
$1.99M +$141K +435 +8%
DA
3591
DSC Advisors
Illinois
$1.99M -$274K -846 -13%
SA
3592
SRH Advisors
Kansas
$1.99M -$96.6K -298 -5%
CFS
3593
Capital Financial Services
New York
$1.99M -$13K -40 -0.7%
AWM
3594
AllSquare Wealth Management
New York
$1.98M -$20.7K -64 -1%
AFA
3595
American Financial Advisors
Georgia
$1.98M -$6.81K -21 -0.4%
Cohen & Steers
3596
Cohen & Steers
New York
$1.98M +$288K +887 +18%
LAM
3597
LifePro Asset Management
California
$1.98M +$353K +1,090 +23%
UFA
3598
US Financial Advisors
Massachusetts
$1.98M +$109K +336 +6%
AF
3599
AtlasMark Financial
Texas
$1.97M
SPP
3600
Single Point Partners
Massachusetts
$1.96M +$1.89M +5,815 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.