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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
RAM
3926
Riggs Asset Management
Pennsylvania
$1.05M -$16.2K -50 -2%
HCWM
3927
Harrison & Co Wealth Management
Virginia
$1.05M +$1.01M +3,125 New
LSA
3928
Lion Street Advisors
Texas
$1.05M -$14.6K -45 -1%
EGWAG
3929
Elwood & Goetz Wealth Advisory Group
Georgia
$1.05M +$83.3K +257 +9%
TCMP
3930
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.05M -$686K -2,115 -40%
MWAM
3931
Manhattan West Asset Management
California
$1.05M +$1.01M +3,113 New
WA
3932
Wealthstar Advisors
Texas
$1.04M -$47.7K -147 -5%
FMP
3933
Financial Management Professionals
Texas
$1.04M -$69.4K -214 -6%
TFF
3934
The Family Firm
Maryland
$1.04M +$1.3K +4 +0.1%
BIG
3935
Boothe Investment Group
Delaware
$1.04M +$324 +1 +0%
SFA
3936
Seneca Financial Advisors
New York
$1.04M +$591K +1,824 +145%
MAG
3937
Mayfair Advisory Group
Alabama
$1.04M -$13.6K -42 -1%
FA
3938
Fortis Advisors
Pennsylvania
$1.03M +$3.24K +10 +0.3%
WWG
3939
West Wealth Group
California
$1.03M +$997K +3,074 New
TWM
3940
Tanager Wealth Management
United Kingdom
$1.03M +$995K +3,068 New
RWA
3941
Rainsberger Wealth Advisors
Colorado
$1.03M +$995K +3,069 New
GPA
3942
Guidance Point Advisors
Massachusetts
$1.03M +$648 +2 +0.1%
JSMC
3943
Jess S. Morgan & Co
California
$1.03M +$993K +3,062 New
OAM
3944
Oberweis Asset Management
Illinois
$1.03M
3F
3945
360 Financial
Minnesota
$1.03M +$87.9K +271 +10%
CWM
3946
Comprehensive Wealth Management
Washington
$1.03M +$78.5K +242 +9%
FA
3947
Fiducient Advisors
Illinois
$1.02M -$3.5M -10,798 -78%
SC
3948
Saiph Capital
New Jersey
$1.02M +$986K +3,041 New
AWM
3949
Alterna Wealth Management
Texas
$1.02M +$985K +3,039 New
BA
3950
Bellwether Advisors
Nebraska
$1.02M +$271K +835 +38%

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.