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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
B
3801
BetterWealth
California
$1.36M +$1.31M +4,036 New
GCM
3802
G2 Capital Management
Ohio
$1.36M +$1.31M +4,037 New
SWP
3803
ShoreHaven Wealth Partners
New Jersey
$1.35M -$2.59K -8 -0.2%
TDC
3804
Thompson Davis & Co
Virginia
$1.35M +$1.3M +4,017 New
FW
3805
FirstPurpose Wealth
Utah
$1.35M +$1.3M +4,005 New
WCM
3806
Windsor Capital Management
Arizona
$1.35M +$2.59K +8 +0.2%
VC
3807
Veery Capital
Delaware
$1.34M -$29.5K -91 -2%
AM
3808
Ampfield Management
New York
$1.34M
CIA
3809
Caerus Investment Advisors
Texas
$1.34M +$1.29M +3,977 New
HCA
3810
Heck Capital Advisors
Wisconsin
$1.34M -$92.7K -286 -7%
BG
3811
Benedetti & Gucer
Georgia
$1.33M +$44.7K +138 +4%
GU
3812
Georgetown University
District of Columbia
$1.33M +$1.28M +3,948 New
TC
3813
Trilogy Capital
California
$1.33M +$32.4K +100 +3%
BAMG
3814
Brand Asset Management Group
Missouri
$1.32M -$64.8K -200 -5%
IFO
3815
Independent Family Office
New York
$1.32M +$454K +1,400 +55%
OFS
3816
OneAscent Financial Services
Alabama
$1.32M +$1.28M +3,935 New
PFM
3817
Peak Financial Management
Massachusetts
$1.32M +$175K +540 +16%
SFM
3818
Systematic Financial Management
New Jersey
$1.32M
RFG
3819
Range Financial Group
Oregon
$1.32M -$349K -1,075 -22%
GWM
3820
Greenhouse Wealth Management
Connecticut
$1.31M +$1.95K +6 +0.2%
NCG
3821
Newport Capital Group
New Jersey
$1.31M
CWM
3822
Concentrum Wealth Management
California
$1.31M +$220K +678 +21%
CSIA
3823
Conrad Siegel Investment Advisors
Pennsylvania
$1.31M +$1.51M +4,648 New
CIG
3824
Cairn Investment Group
Washington
$1.31M +$154K +476 +14%
SPAS
3825
Spectrum Planning & Advisory Services
California
$1.31M -$29.8K -92 -2%

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.