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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
HS
3651
Horan Securities
United States
$1.77M +$1.71M +5,270 New
DCM
3652
Driehaus Capital Management
Illinois
$1.77M
AFA
3653
Arlington Financial Advisors
California
$1.76M -$172K -532 -9%
CWM
3654
CarsonAllaria Wealth Management
Illinois
$1.76M +$1.69M +5,228 New
KCM
3655
Kathmere Capital Management
Pennsylvania
$1.76M -$682K -2,104 -29%
CAM
3656
CenterStar Asset Management
Illinois
$1.76M
FAFN
3657
First Affirmative Financial Network
Colorado
$1.76M +$29.2K +90 +2%
TWM
3658
Tolleson Wealth Management
Texas
$1.75M
UWM
3659
USAdvisors Wealth Management
Minnesota
$1.75M +$68.7K +212 +4%
TWA
3660
TPB Wealth Advisors
Texas
$1.74M +$37K +114 +2%
DFS
3661
Dixon Fnancial Services
California
$1.74M +$1.68M +5,181 New
DDPIC
3662
Deroy & Devereaux Private Investment Counsel
Michigan
$1.74M +$24.6K +76 +1%
ACM
3663
AUA Capital Management
Pennsylvania
$1.73M +$244K +753 +17%
FPWM
3664
FSB Premier Wealth Management
Iowa
$1.73M +$470K +1,449 +39%
LSC
3665
Lyon Street Capital
California
$1.73M +$1.66M +5,133 New
VIM
3666
Vista Investment Management
Pennsylvania
$1.73M -$41.2K -127 -2%
SC
3667
Seldon Capital
California
$1.72M +$1.66M +5,126 New
PCWA
3668
Pacific Capital Wealth Advisors
California
$1.72M +$14.9K +46 +0.9%
RF
3669
Resolute Financial
Massachusetts
$1.72M +$1.65M +5,101 New
APW
3670
Aurora Private Wealth
New Jersey
$1.71M -$1.4M -4,304 -46%
PWM
3671
PRW Wealth Management
Massachusetts
$1.71M +$29.2K +90 +2%
EMG
3672
ETF Managers Group
New Jersey
$1.7M -$13.6M -41,926 -89%
SAM
3673
Stewart Asset Management
New York
$1.7M -$955K -2,946 -37%
FFA
3674
Freedman Financial Associates
Massachusetts
$1.69M
BWM
3675
BigSur Wealth Management
Florida
$1.69M -$1.49M -4,596 -48%

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.