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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
CCM
376
Coldstream Capital Management
Washington
$280M -$29.7M -91,753 -10%
SAM
377
Shell Asset Management
Netherlands
$280M -$17.9M -55,340 -6%
AssetMark Inc
378
AssetMark Inc
California
$279M +$9.26M +28,552 +4%
HHAA
379
Henry H. Armstrong Associates
Pennsylvania
$275M -$3.97M -12,244 -1%
GG
380
Gofen & Glossberg
Illinois
$273M -$6.42M -19,816 -2%
SDIC
381
South Dakota Investment Council
South Dakota
$273M -$2.17M -6,690 -0.8%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272M -$11.9M -36,830 -4%
TF
383
TIAA FSB
Florida
$272M +$264K +813 +0.1%
WIM
384
Waverton Investment Management
United Kingdom
$271M -$22.5M -69,255 -8%
HIMCH
385
Hartford Investment Management Co (HIMCO)
Connecticut
$270M +$19.5M +60,130 +8%
DFO
386
Duquesne Family Office
New York
$269M +$7.39M +22,801 +3%
MP
387
Munro Partners
Australia
$269M +$22.6M +69,565 +10%
PCA
388
Personal Capital Advisors
California
$268M +$5.03M +15,518 +2%
Two Sigma Investments
389
Two Sigma Investments
New York
$267M -$21.9M -67,682 -8%
WJWM
390
Williams Jones Wealth Management
New York
$266M -$2.07M -6,371 -0.8%
WT
391
Whittier Trust
California
$266M +$2.38M +7,330 +0.9%
CCP
392
Cryder Capital Partners
United Kingdom
$265M
QP
393
Quilter Plc
United Kingdom
$265M -$11.6M -35,767 -4%
FT
394
Fiduciary Trust
Massachusetts
$265M -$9.1M -28,064 -3%
IFLIT
395
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$263M -$324K -1,000 -0.1%
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$262M +$15.1M +46,437 +6%
MA
397
MUFG Americas
New York
$261M -$4.24M -13,083 -2%
RP
398
Riverbridge Partners
Minnesota
$259M -$7.26M -22,385 -3%
BFS
399
Bradley Foster & Sargent
Connecticut
$258M +$6.71M +20,683 +3%
CWP
400
Capital Wealth Planning
Florida
$258M -$3.68M -11,359 -1%

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.