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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
PCI
4126
Planning Center Inc
Illinois
$710K +$734K +2,265 New
EW
4127
Element Wealth
Mississippi
$704K +$19.8K +61 +3%
HWM
4128
Holloway Wealth Management
Florida
$703K
HWA
4129
Heartwood Wealth Advisors
Virginia
$703K +$172K +531 +34%
AC
4130
AlphaCore Capital
California
$699K -$65.5K -202 -9%
DC
4131
Defender Capital
North Carolina
$695K -$82.3K -254 -11%
KNFPWM
4132
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$693K +$669K +2,062 New
NWMG
4133
National Wealth Management Group
Ohio
$691K +$667K +2,056 New
AFIA
4134
America First Investment Advisors
Nebraska
$690K -$20.4K -63 -3%
SMG
4135
Smart Money Group
Texas
$689K +$69.1K +213 +12%
FCT
4136
Family Capital Trust
Massachusetts
$689K +$324K +998 +95%
IAG
4137
Investmark Advisory Group
Connecticut
$689K +$664K +2,049 New
MC
4138
Merlin Capital
Rhode Island
$689K +$665K +2,050 New
HCRE
4139
Hoya Capital Real Estate
Connecticut
$687K +$663K +2,044 New
AWA
4140
Alaska Wealth Advisors
Alaska
$684K +$155K +478 +31%
NI
4141
NFC Investments
Tennessee
$680K -$29.2K -90 -4%
F4L
4142
Fortune 45 LLC
Louisiana
$680K +$656K +2,022 New
MGIM
4143
M&G Investment Management
United Kingdom
$679K -$572M -1,763,961 -47%
BMD
4144
Better Money Decisions
New Mexico
$678K -$195K -603 -23%
TEC
4145
Tiger Eye Capital
Tennessee
$678K
OGF
4146
Orin Green Financial
California
$676K -$111K -343 -13%
MUMSS
4147
Mitsubishi UFJ Morgan Stanley Securities
Japan
$676K -$13K -40 -2%
RPG
4148
Resource Planning Group
Georgia
$674K -$831K -2,562 -56%
HA
4149
HC Advisors
Georgia
$674K -$60.6K -187 -9%
IF
4150
Insight Folios
North Carolina
$674K +$74.2K +229 +13%

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.