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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
AWM
4001
Ameliora Wealth Management
Switzerland
$925K +$979K +3,021 New
NCM
4002
Next Capital Management
New York
$924K -$162K -500 -15%
EA
4003
Eclectic Associates
California
$916K +$9.73K +30 +1%
SI
4004
Shaker Investments
Ohio
$909K
CRIG
4005
Charter Research & Investment Group
Connecticut
$908K +$24.6K +76 +3%
BAG
4006
Briggs Advisory Group
Rhode Island
$906K +$873K +2,694 New
FA
4007
Faithward Advisors
Pennsylvania
$905K -$137K -424 -14%
SWA
4008
Sightline Wealth Advisors
Connecticut
$903K +$31.1K +96 +4%
FWA
4009
FSC Wealth Advisors
New York
$902K +$869K +2,680 New
WF
4010
Whelan Financial
California
$900K -$77.8K -240 -8%
MAM
4011
Myriad Asset Management
Hong Kong
$899K +$867K +2,673 New
FPIS
4012
Financial Planning & Information Services
Wisconsin
$897K +$4.86K +15 +0.6%
CWM
4013
Collaborative Wealth Management
Florida
$897K +$864K +2,666 New
AFS
4014
Annapolis Financial Services
Maryland
$895K +$13.6K +42 +2%
PWS
4015
Precision Wealth Strategies
Missouri
$895K +$87.9K +271 +11%
FS
4016
Ferguson Shapiro
Georgia
$894K +$973 +3 +0.1%
AWM
4017
Aprio Wealth Management
Georgia
$892K -$17.8K -55 -2%
ODFS
4018
O'Donnell Financial Services
California
$886K +$1.3K +4 +0.1%
CFO
4019
Capitol Family Office
Oregon
$882K +$850K +2,623 New
HNWA
4020
Henrickson Nauta Wealth Advisors
Michigan
$882K +$965K +2,977 New
TWP
4021
Tower Wealth Partners
Pennsylvania
$878K -$150K -464 -15%
SAM
4022
Sequent Asset Management
Texas
$877K
SC
4023
Saybrook Capital
North Carolina
$875K +$444K +1,370 +111%
MA
4024
MAS Advisors
Florida
$875K +$836K +2,578 New
RL
4025
Ruffer LLP
United Kingdom
$871K -$40.2K -124 -5%

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.