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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
MAM
3701
Marotta Asset Management
Virginia
$1.62M +$173K +533 +12%
FWM
3702
Fingerlakes Wealth Management
New York
$1.61M +$1.55M +4,790 New
FWI
3703
Facet Wealth Inc
Maryland
$1.61M +$1.14M +3,524 +277%
UCB
3704
United Community Bank
South Carolina
$1.61M +$1.55M +4,794 New
EE
3705
EWG Elevate
California
$1.61M +$106K +326 +7%
NPPM
3706
North Point Portfolio Managers
Ohio
$1.61M -$44.7K -138 -3%
UWPG
3707
Ullmann Wealth Partners Group
Florida
$1.61M +$38.6K +119 +3%
CAP
3708
Columbia Advisory Partners
Washington
$1.6M +$1.55M +4,768 New
AFS
3709
Axiom Financial Strategies
Indiana
$1.6M -$11.3K -35 -0.7%
RWM
3710
Reston Wealth Management
Virginia
$1.6M +$3.89K +12 +0.3%
GA
3711
Greenspring Advisors
Maryland
$1.6M +$1.54M +4,744 New
HPCM
3712
High Pointe Capital Management
Illinois
$1.59M -$444K -1,370 -22%
XSC
3713
X-Square Capital
Puerto Rico
$1.59M -$324 -1 -0%
POIA
3714
Pin Oak Investment Advisors
Texas
$1.59M +$66.1K +204 +5%
WA
3715
Wealthstream Advisors
New York
$1.59M +$1.53M +4,724 New
BAM
3716
Bayshore Asset Management
Florida
$1.59M +$1.53M +4,716 New
OCPWS
3717
One Charles Private Wealth Services
Massachusetts
$1.58M -$65.8K -203 -4%
MPCG
3718
Matrix Private Capital Group
New York
$1.58M +$66.1K +204 +5%
MCM
3719
Mainstay Capital Management
Michigan
$1.58M +$1.53M +4,713 New
PA
3720
PSI Advisors
Florida
$1.58M +$108K +333 +8%
BU
3721
Brown University
Rhode Island
$1.57M
SL
3722
Salomon & Ludwin
Virginia
$1.57M +$163K +504 +12%
APWM
3723
Atlas Private Wealth Management
New York
$1.56M -$40.5K -125 -3%
SEA
3724
Stegent Equity Advisors
Texas
$1.56M +$1.5M +4,638 New
HSG
3725
Helen Stephens Group
Texas
$1.56M +$1.5M +4,637 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.