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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
RWML
3876
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.19M +$39.6K +122 +4%
MWC
3877
MBM Wealth Consultants
Missouri
$1.19M -$12.3K -38 -1%
PS
3878
Planned Solutions
California
$1.19M +$1.14M +3,526 New
IWP
3879
Innova Wealth Partners
Pennsylvania
$1.18M +$1.62K +5 +0.1%
TW
3880
Towerpoint Wealth
California
$1.18M -$62.6K -193 -5%
LFS
3881
Legacy Financial Strategies
Kansas
$1.18M +$7.78K +24 +0.7%
CFP
3882
Curran Financial Partners
South Carolina
$1.18M +$411K +1,268 +57%
HPCM
3883
Hunter Perkins Capital Management
Illinois
$1.17M -$32.4K -100 -3%
FFWM
3884
Future Financial Wealth Management
Ohio
$1.17M +$30.2K +93 +3%
EARNEST Partners
3885
EARNEST Partners
Georgia
$1.17M
HWM
3886
Howard Wealth Management
Connecticut
$1.17M -$22.7K -70 -2%
CIAS
3887
CBIZ Investment Advisory Services
Ohio
$1.17M +$1.12M +3,469 New
GC
3888
Gould Capital
Washington
$1.16M +$1.12M +3,460 New
GRQ
3889
Gardner Russo & Quinn
Pennsylvania
$1.16M -$67.1K -207 -6%
PCFFS
3890
Pacific Center for Financial Services
California
$1.16M +$50.3K +155 +5%
KAM
3891
Karani Asset Management
New York
$1.16M -$821K -2,532 -42%
CPW
3892
Catalyst Private Wealth
California
$1.15M +$48.3K +149 +5%
A
3893
AustralianSuper
Australia
$1.14M +$12.4M +38,317 +1%
KAM
3894
KEB Asset Management
Illinois
$1.14M +$1.1M +3,390 New
RWRC
3895
R.W. Roge & Company
New York
$1.14M
SFP
3896
Strategic Financial Partners
Oregon
$1.14M -$2.92K -9 -0.3%
WCP
3897
Welch Capital Partners
New York
$1.14M +$483K +1,490 +79%
WC
3898
Weil Company
California
$1.14M +$730K +2,251 +200%
RRA
3899
Round Rock Advisors
Connecticut
$1.14M +$443K +1,366 +68%
FAN
3900
Financial Advisors Network
California
$1.13M +$44.1K +136 +4%

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.