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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
MAM
3976
Marquette Asset Management
Minnesota
$980K -$6.16K -19 -0.6%
WWM
3977
WJ Wealth Management
Arizona
$979K +$1.3K +4 +0.1%
C
3978
Covestor
United Kingdom
$974K +$939K +2,896 New
DWM
3979
Defined Wealth Management
Oregon
$973K
LFA
3980
Lauterbach Financial Advisors
Texas
$972K +$937K +2,890 New
CFA
3981
Camarda Financial Advisors
Florida
$968K +$170K +524 +22%
TIM
3982
Total Investment Management
Arizona
$966K +$45.1K +139 +5%
HIM
3983
Hanlon Investment Management
New Jersey
$965K +$11.3K +35 +1%
LRIC
3984
Long Road Investment Counsel
Michigan
$963K
JCIA
3985
Jackson Creek Investment Advisors
Colorado
$961K -$96.6K -298 -9%
SWAG
3986
Spectrum Wealth Advisory Group
California
$961K +$193K +594 +26%
AWM
3987
Aspire Wealth Management
Massachusetts
$960K +$926K +2,855 New
WCWM
3988
Willow Creek Wealth Management
California
$954K -$15.9K -49 -2%
SWM
3989
Shelton Wealth Management
Texas
$953K +$919K +2,834 New
HCP
3990
Holt Capital Partners
Texas
$952K
WIC
3991
Wilkins Investment Counsel
Massachusetts
$950K
HF
3992
HRT Financial
New York
$950K +$916K +2,825 New
LWA
3993
Lowe Wealth Advisors
Maryland
$949K
ECM
3994
EMC Capital Management
Texas
$942K
BAM
3995
Bosun Asset Management
Illinois
$942K +$908K +2,802 New
CSIA
3996
Carl Stuart Investment Advisor
Texas
$928K +$895K +2,760 New
CCM
3997
Chiron Capital Management
Florida
$927K -$16.2K -50 -2%
CI
3998
CPR Investments
Michigan
$927K +$894K +2,756 New
T
3999
TRUADVICE
Florida
$926K -$147K -453 -13%
HCM
4000
Howard Capital Management
Georgia
$925K +$207K +637 +29%

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.