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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
HAS
4026
Holland Advisory Services
Florida
$871K +$840K +2,590 New
GCL
4027
Gouws Capital LLC
North Carolina
$871K +$840K +2,591 New
SBF
4028
Sara-Bay Financial
Florida
$870K +$182K +560 +28%
SCA
4029
Stuart Chaussee & Associates
California
$866K +$48.3K +149 +6%
JCA
4030
January Capital Advisors
California
$866K +$835K +2,575 New
NRI
4031
NFP Retirement Inc
California
$865K +$40.9K +126 +5%
FI
4032
FIDELIS iM
Oregon
$864K +$648 +2 +0.1%
WFA
4033
West Financial Advisors
Iowa
$859K
BDF
4034
Black Diamond Financial
Maryland
$859K +$80.7K +249 +11%
ACM
4035
Anfield Capital Management
California
$857K +$98.9K +305 +14%
NQWM
4036
Northwest Quadrant Wealth Management
Oregon
$856K +$973 +3 +0.1%
FSG
4037
Financial Strategies Group
Michigan
$855K +$18.5K +57 +2%
RRCM
4038
Rappaport Reiches Capital Management
Illinois
$854K +$90.5K +279 +12%
WCM
4039
Windham Capital Management
Massachusetts
$850K -$477K -1,472 -37%
NFGCM
4040
Norman Fields Gottscho Capital Management
New York
$849K
MFGP
4041
Marshall Financial Group (Pennsylvania)
Pennsylvania
$847K
HIS
4042
Harvest Investment Services
Illinois
$846K -$555K -1,711 -40%
LGA
4043
Lebenthal Global Advisors
New York
$846K -$251K -773 -23%
KLI
4044
Kelman-Lazarov Inc
Tennessee
$844K
PIC
4045
Portland Investment Counsel
Ontario, Canada
$844K +$2.27K +7 +0.3%
GSAM
4046
Grant Street Asset Management
Pennsylvania
$843K +$178K +549 +28%
AL
4047
Arnhold LLC
New York
$841K
CCA
4048
Covey Capital Advisors
Georgia
$841K
DA
4049
DCF Advisers
Connecticut
$841K
PI
4050
Parkside Investments
Illinois
$841K +$811K +2,502 New

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.