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Microsoft

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
LI
4201
LVZ Inc
Michigan
$597K +$2.27K +7 +0.4%
MBFW
4202
Morton Brown Family Wealth
Pennsylvania
$597K +$575K +1,774 New
CCA
4203
Conservest Capital Advisors
Pennsylvania
$595K +$3.24K +10 +0.6%
LAS
4204
Lloyd Advisory Services
Georgia
$595K +$35.7K +110 +7%
BA
4205
Bivin & Associates
Oklahoma
$595K +$574K +1,770 New
SCM
4206
Shapiro Capital Management
Georgia
$594K +$324 +1 +0.1%
CRC
4207
Catawba River Capital
South Carolina
$592K -$2.53M -7,817 -82%
E
4208
ETFidea
New York
$592K +$570K +1,759 New
Harris Associates
4209
Harris Associates
Illinois
$589K
VI
4210
Versor Investments
New York
$587K +$136K +419 +32%
CCP
4211
Cassia Capital Partners
North Carolina
$586K -$1.69M -5,209 -75%
FSWA
4212
Financial Synergies Wealth Advisors
Texas
$585K +$220K +678 +64%
WF
4213
Warner Financial
Maryland
$583K +$562K +1,734 New
LHEI
4214
Leo H. Evart Inc
California
$581K +$561K +1,729 New
CFG
4215
Compton Financial Group
Maryland
$578K -$14.6K -45 -3%
CFS
4216
Cannon Financial Strategists
Georgia
$578K
WFAG
4217
Wescott Financial Advisory Group
Pennsylvania
$577K -$329K -1,015 -37%
BTIM
4218
BancFirst Trust & Investment Management
Oklahoma
$577K +$556K +1,716 New
PP
4219
PFS Partners
New Jersey
$576K +$556K +1,714 New
MWM
4220
McNaughton Wealth Management
California
$576K +$26.9K +83 +5%
OBWP
4221
O'Brien Wealth Partners
Massachusetts
$574K -$218K -673 -26%
KIM
4222
Karpus Investment Management
New York
$572K
ICM
4223
Intrepid Capital Management
Florida
$571K +$101K +312 +23%
I2I
4224
Insight 2811 Inc
Illinois
$568K +$548K +1,690 New
MC
4225
Manteio Capital
New Jersey
$565K +$545K +1,680 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.