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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
MWA
3826
Monograph Wealth Advisors
California
$1.3M +$1.26M +3,871 New
CCA
3827
Conestoga Capital Advisors
Pennsylvania
$1.3M +$11.3K +35 +0.9%
RC
3828
Rovin Capital
Arizona
$1.3M +$557K +1,719 +80%
SPI
3829
Santori & Peters Inc
Pennsylvania
$1.3M -$2.92K -9 -0.2%
IMA
3830
Investment Management Associates
Colorado
$1.3M +$32.4K +100 +3%
CS
3831
Capital Square
Tennessee
$1.29M +$10.7K +33 +0.8%
CP
3832
CenterBook Partners
Connecticut
$1.29M +$1.24M +3,829 New
ACA
3833
Ackerman Capital Advisors
Texas
$1.29M -$28.2K -87 -2%
WAM
3834
Wolverine Asset Management
Illinois
$1.28M -$9.21M -28,400 -88%
CIAS
3835
CFS Investment Advisory Services
New Jersey
$1.27M +$20.7K +64 +2%
PCH
3836
Polar Capital Holdings
United Kingdom
$1.27M +$48M +148,018 +4%
WAM
3837
Winslow Asset Management
Ohio
$1.27M
BFA
3838
BMS Financial Advisors
South Dakota
$1.27M +$1.22M +3,767 New
PAM
3839
Premier Asset Management
Illinois
$1.27M -$749K -2,309 -38%
CHJWM
3840
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M +$9.73K +30 +0.7%
FC
3841
Financial Council
Maryland
$1.26M +$35.3K +109 +3%
RWA
3842
RGT Wealth Advisors
Texas
$1.26M +$923K +2,846 +314%
FWSM
3843
First Wilshire Securities Management
California
$1.26M
IDA
3844
Intelligence Driven Advisers
California
$1.26M -$165K -510 -10%
PWM
3845
Paulson Wealth Management
Illinois
$1.26M -$14.3K -44 -1%
BBW
3846
Blue Barn Wealth
Utah
$1.25M +$72K +222 +6%
PWC
3847
PYA Waltman Capital
Tennessee
$1.25M +$4.86K +15 +0.4%
PFM
3848
Probabilities Fund Management
New York
$1.25M
VPI
3849
Value Partners Investments
Manitoba, Canada
$1.25M +$216K +665 +22%
SCS
3850
Syquant Capital SAS
France
$1.24M -$64.8K -200 -5%

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.