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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
BRA
4176
Biechele Royce Advisors
Indiana
$645K -$2.27K -7 -0.4%
KWP
4177
Keystone Wealth Partners
Arizona
$643K -$420K -1,296 -40%
WCM
4178
Wealthcare Capital Management
Virginia
$635K +$1.62K +5 +0.3%
JA
4179
JVL Associates
Michigan
$633K +$69.7K +215 +13%
HPA
4180
High Probability Advisors
New York
$630K +$46.4K +143 +8%
PPWM
4181
PFG Private Wealth Management
Florida
$629K -$5.84K -18 -1%
BC
4182
Brookfield Corp
Ontario, Canada
$627K -$4.94M -15,228 -89%
RPSA
4183
Richard P. Slaughter Associates
Texas
$622K -$88.2K -272 -13%
WRM
4184
Weybosset Research & Management
Rhode Island
$622K -$81.1K -250 -12%
JCM
4185
J2 Capital Management
Michigan
$617K +$595K +1,835 New
BF
4186
Blankinship & Foster
California
$616K
DFA
4187
DHJJ Financial Advisors
Illinois
$616K +$19.1K +59 +3%
WSWA
4188
Warren Street Wealth Advisors
California
$616K +$594K +1,832 New
SCM
4189
Seascape Capital Management
New Hampshire
$615K +$32.7K +101 +6%
RA
4190
Resolute Advisors
California
$614K -$607K -1,872 -51%
MAM
4191
McCarthy Asset Management
California
$613K -$9.73K -30 -2%
AI
4192
ArchPoint Investors
Florida
$612K -$2.92M -8,994 -83%
AL
4193
ACAS LLC
California
$612K +$6.81K +21 +1%
BAM
4194
Banta Asset Management
California
$611K
MWA
4195
Motive Wealth Advisors
Michigan
$610K +$56.4K +174 +11%
CFO
4196
Custos Family Office
Texas
$606K +$584K +1,802 New
AWM
4197
Activest Wealth Management
Florida
$603K -$746K -2,302 -56%
HPWA
4198
Hall Private Wealth Advisors
North Carolina
$603K -$30.2K -93 -5%
CCA
4199
Cadent Capital Advisors
Oklahoma
$599K +$973 +3 +0.2%
LFA
4200
Level Financial Advisors
New York
$598K +$576K +1,777 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.