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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
RA
3901
Riversedge Advisors
Delaware
$1.13M +$268K +826 +33%
BBP
3902
Banco BTG Pactual
Brazil
$1.13M +$26.6K +82 +3%
CF
3903
Corrigan Financial
Rhode Island
$1.12M +$648 +2 +0.1%
MCC
3904
Malaga Cove Capital
California
$1.12M
PS
3905
Portfolio Strategies
New York
$1.12M +$32.1K +99 +3%
ACM
3906
Ategra Capital Management
Virginia
$1.12M -$16.9K -52 -2%
CC
3907
Caxton Corporation
New Jersey
$1.11M +$78.5K +242 +8%
KFS
3908
Kelly Financial Services
Massachusetts
$1.1M +$97.9K +302 +10%
SFC
3909
SYM Financial Corp
Indiana
$1.1M -$4.86K -15 -0.5%
RFA
3910
RTD Financial Advisors
Pennsylvania
$1.1M +$1.06M +3,264 New
FAM
3911
Fenimore Asset Management
New York
$1.1M
BWA
3912
Beam Wealth Advisors
Louisiana
$1.09M -$758K -2,338 -42%
CCG
3913
Capital CS Group
California
$1.09M -$583K -1,798 -36%
DP
3914
Denver PWM
Colorado
$1.08M +$402K +1,240 +62%
AWC
3915
Adamsbrown Wealth Consultants
Kansas
$1.08M +$1.04M +3,209 New
NRA
3916
NSI Retail Advisors
Pennsylvania
$1.08M
YWS
3917
Yarger Wealth Strategies
Ohio
$1.08M +$1.04M +3,199 New
HIG
3918
Heritage Investment Group
Florida
$1.07M +$1.03M +3,187 New
CWA
3919
Clarus Wealth Advisors
Arizona
$1.07M -$52.8K -163 -5%
MA
3920
Mosaic Advisors
Texas
$1.07M +$232K +716 +29%
RW
3921
RVW Wealth
California
$1.07M -$1.05M -3,234 -50%
LFGH
3922
Lee Financial Group Hawaii
Hawaii
$1.06M +$30.5K +94 +3%
BWM
3923
Brickley Wealth Management
California
$1.06M +$111K +341 +12%
AAM
3924
Austin Asset Management
Texas
$1.05M +$1.02M +3,137 New
SPWG
3925
Sage Private Wealth Group
Illinois
$1.05M +$363K +1,120 +56%

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.