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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
CL
3951
COWA LLC
Oklahoma
$1.02M -$6.48K -20 -0.7%
MC
3952
McMorgan & Co
California
$1.02M +$242K +745 +33%
IWA
3953
Inspirion Wealth Advisors
Illinois
$1.01M +$6.48K +20 +0.7%
GCWM
3954
Graham Capital Wealth Management
District of Columbia
$1.01M +$977K +3,014 New
CWM
3955
Cranbrook Wealth Management
Michigan
$1.01M -$12.3K -38 -1%
SP
3956
SWS Partners
Ohio
$1.01M +$731K +2,255 +298%
PAWC
3957
P.A.W. Capital
Connecticut
$1.01M -$324K -1,000 -25%
TCA
3958
Taconic Capital Advisors
New York
$1.01M +$973K +3,000 New
FPOC
3959
Financial Planners of Cleveland
Ohio
$1M +$1.07M +3,297 New
DLHL
3960
Donald L. Hagan LLC
Florida
$1M -$8.75K -27 -0.9%
D
3961
Dentgroup
Louisiana
$1M +$965K +2,977 New
HGWM
3962
Horst & Graben Wealth Management
Oregon
$1M -$21.1K -65 -2%
SIA
3963
Sage Investment Advisers
New York
$999K +$963K +2,970 New
MS
3964
Mizuho Securities
Japan
$998K -$947K -2,920 -50%
LPP
3965
Life Planning Partners
Florida
$998K +$962K +2,967 New
LFG
3966
Lockerman Financial Group
California
$996K +$961K +2,963 New
AA
3967
Aufman Associates
Pennsylvania
$995K -$113K -347 -10%
SCM
3968
Stordahl Capital Management
Colorado
$995K -$21.7K -67 -2%
VBWMG
3969
Von Berge Wealth Management Group
California
$995K +$1.04M +3,200 New
ETS
3970
ESL Trust Services
New York
$989K +$64.8K +200 +7%
FEM
3971
Fulcrum Equity Management
Texas
$987K +$30.5K +94 +3%
SAM
3972
Simplify Asset Management
Nevada
$984K +$484K +1,492 +104%
AWM
3973
Avaii Wealth Management
Wisconsin
$984K +$949K +2,927 New
RIA
3974
Richwood Investment Advisors
Ohio
$982K +$947K +2,921 New
PPWP
3975
Proquility Private Wealth Partners
Nevada
$980K -$147K -452 -12%

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.