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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
MF
3676
Manchester Financial
California
$1.69M -$359K -1,106 -18%
TAIM
3677
TD Ameritrade Investment Management
Nebraska
$1.69M +$400K +1,233 +33%
AFM
3678
Anson Funds Management
Texas
$1.68M
OIM
3679
Opus Investment Management
Massachusetts
$1.68M
PIC
3680
PCJ Investment Counsel
Ontario, Canada
$1.68M +$1.62M +5,000 New
IA
3681
IFG Advisors
Missouri
$1.68M -$49.3K -152 -3%
OA
3682
Operose Advisors
Wisconsin
$1.68M +$1.62M +4,998 New
PA
3683
Planning Alternatives
Michigan
$1.68M -$138K -427 -8%
WEPOG
3684
Wealth Enhancement & Preservation of GA
Georgia
$1.68M +$11K +34 +0.7%
SDAM
3685
Shulman DeMeo Asset Management
New York
$1.67M +$37.9K +117 +2%
HCC
3686
Hirtle Callaghan & Co
Pennsylvania
$1.67M +$1.21M +3,730 +302%
LP
3687
Lloyd Park
Illinois
$1.67M +$1.61M +4,961 New
RPGK
3688
Retirement Planning Group (Kansas)
Kansas
$1.66M +$63.9K +197 +4%
PFA
3689
Pinnacle Family Advisors
Missouri
$1.66M -$1.38M -4,260 -46%
WW
3690
Waterfront Wealth
Kansas
$1.66M +$500K +1,541 +45%
TWM
3691
TriaGen Wealth Management
California
$1.66M
CAG
3692
Curtis Advisory Group
California
$1.65M
BFG
3693
Barber Financial Group
Kansas
$1.64M +$47.3K +146 +3%
EL
3694
Essex LLC
Illinois
$1.63M +$152K +468 +11%
BC
3695
Blackcrane Capital
Washington
$1.62M
SCP
3696
Silverleafe Capital Partners
Tennessee
$1.62M +$1.11M +3,437 +247%
VIM
3697
VELA Investment Management
Ohio
$1.62M +$1.56M +4,821 New
ACM
3698
Advance Capital Management
Michigan
$1.62M +$1.56M +4,817 New
EAM
3699
Empirical Asset Management
Massachusetts
$1.62M +$1.56M +4,812 New
ACH
3700
ArrowMark Colorado Holdings
Colorado
$1.62M

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.