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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
MAWCM
3776
Mine & Arao Wealth Creation & Management
California
$1.43M -$6.81K -21 -0.5%
OHU
3777
Odey Holdings (UK)
United Kingdom
$1.43M
PGWM
3778
Pitti Group Wealth Management
New York
$1.42M +$1.37M +4,213 New
BA
3779
Bridgewater Associates
Connecticut
$1.41M -$376K -1,159 -22%
VBFP
3780
Valtinson Bruner Financial Planning
Minnesota
$1.41M -$26.3K -81 -2%
RCI
3781
RS Crum Inc
California
$1.41M +$1.36M +4,202 New
AWA
3782
Aletheian Wealth Advisors
Washington
$1.41M +$1.36M +4,190 New
RTL
3783
Red Tortoise LLC
Georgia
$1.4M -$44.4K -137 -3%
DGI
3784
Disciplined Growth Investors
Minnesota
$1.4M +$994K +3,066 +276%
CWM
3785
Cherrydale Wealth Management
New Jersey
$1.4M +$1.35M +4,160 New
SFS
3786
Security Financial Services
Indiana
$1.4M +$1.35M +4,157 New
TF
3787
TLWM Financial
Texas
$1.4M -$187K -577 -12%
SFP
3788
Sweet Financial Partners
Minnesota
$1.4M +$1.35M +4,151 New
SHWM
3789
Smith & Howard Wealth Management
Georgia
$1.39M +$16.2K +50 +1%
MWP
3790
Meridian Wealth Partners
Pennsylvania
$1.39M +$140K +432 +12%
WIA
3791
World Investment Advisors
California
$1.39M +$31.1K +96 +2%
FP
3792
Foundry Partners
Minnesota
$1.39M -$73.6K -227 -5%
FWM
3793
FSA Wealth Management
Massachusetts
$1.38M +$16.2K +50 +1%
PI
3794
Pachira Investments
California
$1.38M +$3.57K +11 +0.3%
P
3795
Palladiem
Pennsylvania
$1.38M -$146K -450 -10%
RDFA
3796
Ritter Daniher Financial Advisory
Ohio
$1.38M +$129K +397 +11%
AWM
3797
Act Wealth Management
Texas
$1.38M +$11K +34 +0.8%
CWA
3798
CJM Wealth Advisers
Virginia
$1.37M +$1.33M +4,087 New
PMG
3799
Private Management Group
California
$1.37M +$125K +385 +10%
NVIM
3800
New Vernon Investment Management
Illinois
$1.36M

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.