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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
TI
3601
TTP Investments
California
$1.96M +$1.89M +5,816 New
CAM
3602
Crestone Asset Management
Colorado
$1.95M +$61K +188 +3%
Walleye Capital
3603
Walleye Capital
New York
$1.95M -$2.26M -6,985 -55%
MGAM
3604
McGowan Group Asset Management
Texas
$1.95M +$60K +185 +3%
ONSWM
3605
Old North State Wealth Management
North Carolina
$1.95M +$1.87M +5,781 New
IAP
3606
Indie Asset Partners
Indiana
$1.95M -$1.06M -3,259 -36%
TPWM
3607
Twelve Points Wealth Management
Massachusetts
$1.94M +$1.87M +5,770 New
CIA
3608
Compass Ion Advisors
Pennsylvania
$1.94M +$265K +816 +16%
WB
3609
West Bancorporation
Iowa
$1.94M +$1.87M +5,754 New
SMC
3610
S. Muoio & Co
New York
$1.93M
LP
3611
LGL Partners
Pennsylvania
$1.92M +$782K +2,413 +73%
GB
3612
Goepper Burkhardt
South Carolina
$1.92M +$18.5K +57 +1%
LWM
3613
Lionsbridge Wealth Management
Florida
$1.91M -$55.8K -172 -3%
TWA
3614
Tillar-Wenstrup Advisors
Ohio
$1.91M +$398K +1,229 +28%
SAMT
3615
Select Asset Management & Trust
Pennsylvania
$1.91M
FCFC
3616
First Citizens Financial Corp
Iowa
$1.91M -$28.9K -89 -2%
APA
3617
Astoria Portfolio Advisors
New York
$1.9M +$1.83M +5,635 New
CFN
3618
Cordasco Financial Network
Florida
$1.89M
PWS
3619
Paragon Wealth Strategies
Florida
$1.88M +$54.1K +167 +3%
WLIM
3620
White Lighthouse Investment Management
Massachusetts
$1.88M +$16.9K +52 +0.9%
TA
3621
TrueWealth Advisors
Alabama
$1.86M +$512K +1,580 +40%
KWM
3622
Kaydan Wealth Management
Michigan
$1.85M +$1.78M +5,504 New
TWM
3623
Triton Wealth Management
Arizona
$1.84M +$12.3K +38 +0.6%
ACM
3624
Armbruster Capital Management
New York
$1.84M +$21.1K +65 +1%
DPI
3625
Diversified Portfolios Inc
Michigan
$1.84M +$67.4K +208 +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.