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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
FFP
4151
Forbes Financial Planning
Rhode Island
$674K +$650K +2,004 New
ACM
4152
Alethea Capital Management
Washington
$673K
SLT
4153
St Louis Trust
Missouri
$673K
SCH
4154
Springs Capital (HK)
Hong Kong
$673K +$648K +2,000 New
MTCM
4155
Mint Tower Capital Management
Netherlands
$669K +$645K +1,990 New
ES
4156
ETF Store
Kansas
$669K +$722K +2,227 New
GAM
4157
Garrison Asset Management
Arkansas
$668K -$973 -3 -0.2%
CA
4158
Corrado Advisors
New Jersey
$668K +$1.62K +5 +0.3%
ETIA
4159
Epic Trust Investment Advisors
Washington
$668K +$644K +1,985 New
EPWM
4160
Essex Private Wealth Management
Massachusetts
$667K -$324K -1,000 -34%
CCP
4161
Carmel Capital Partners
California
$667K +$643K +1,982 New
TB
4162
Treynor Bancshares
Iowa
$667K +$643K +1,982 New
ACM
4163
Alamar Capital Management
California
$664K -$215K -663 -25%
ODIJL
4164
One Day In July LLC
Vermont
$663K +$123K +378 +24%
KIA
4165
Kraematon Investment Advisors
Massachusetts
$663K +$640K +1,973 New
PDM
4166
Penn Davis McFarland
Texas
$660K -$2.92K -9 -0.5%
AC
4167
AWM Capital
Arizona
$659K -$24K -74 -4%
AWA
4168
Archvest Wealth Advisors
California
$656K +$633K +1,952 New
SPIO
4169
Seven Post Investment Office
California
$652K +$389K +1,200 +163%
AWM
4170
AAF Wealth Management
Massachusetts
$651K +$213K +656 +51%
BIA
4171
BHK Investment Advisors
Alabama
$650K +$37.3K +115 +6%
WWP
4172
Waypoint Wealth Partners
California
$650K +$627K +1,934 New
JC
4173
Jentner Corp
Ohio
$649K +$36.3K +112 +6%
HWM
4174
HighMark Wealth Management
Minnesota
$647K +$2.59K +8 +0.4%
FEG
4175
Financial Enhancement Group
Indiana
$646K -$10.4K -32 -2%

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.