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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
BIA
4076
Bell Investment Advisors
California
$796K +$7.13K +22 +0.9%
LHWM
4077
Lake Hills Wealth Management
Texas
$795K +$766K +2,364 New
IWP
4078
Insight Wealth Partners
Texas
$793K +$765K +2,359 New
PBF
4079
Petix & Botte Financial
California
$792K -$737K -2,274 -49%
OFS
4080
Oldfather Financial Services
Nebraska
$790K +$44.7K +138 +6%
NIM
4081
NuWave Investment Management
New Jersey
$790K +$135K +417 +22%
SPW
4082
Surience Private Wealth
Washington
$785K +$757K +2,335 New
BCM
4083
Birmingham Capital Management
Alabama
$784K -$8.11K -25 -1%
FWM
4084
FFT Wealth Management
Pennsylvania
$783K +$115K +355 +18%
IIA
4085
Integral Investment Advisors
California
$780K +$752K +2,318 New
VFG
4086
V2 Financial group
Illinois
$780K
RWG
4087
Ratio Wealth Group
Colorado
$775K +$1.62K +5 +0.2%
RFO
4088
RiverGlades Family Offices
Florida
$774K
BWP
4089
Bernardo Wealth Planning
Pennsylvania
$767K +$45.4K +140 +7%
CW
4090
Cook Wealth
North Carolina
$767K +$813K +2,507 New
GCM
4091
Graham Capital Management
Connecticut
$766K +$739K +2,279 New
HTC
4092
Hershey Trust Company
Pennsylvania
$764K
IWA
4093
IVC Wealth Advisors
Pennsylvania
$763K -$1.62K -5 -0.2%
CIS
4094
Continental Investors Services
Washington
$760K +$800K +2,466 New
PWP
4095
Personal Wealth Partners
Minnesota
$755K -$81.1K -250 -10%
HCM
4096
Horrell Capital Management
Arkansas
$752K
PFC
4097
Poplar Forest Capital
California
$747K +$54.5K +168 +8%
PIA
4098
Powell Investment Advisors
Florida
$746K -$16.2K -50 -2%
SPI
4099
Sutton Place Investors
New York
$746K +$719K +2,219 New
RIM
4100
Reliant Investment Management
Tennessee
$744K -$26.6K -82 -4%

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.