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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
MIS
401
Morningstar Investment Services
Illinois
$256M +$4.71M +14,533 +2%
SFFS
402
Stonehage Fleming Financial Services
Jersey
$255M +$1.12M +3,460 +0.5%
HPC
403
HM Payson & Co
Maine
$255M +$823K +2,539 +0.3%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$255M +$11.7M +36,103 +5%
EOJOAM
405
E. Ohman J:or Asset Management
Sweden
$255M -$13.4M -41,400 -5%
AIMCA
406
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$253M +$12M +37,000 +5%
SW
407
SVB Wealth
Massachusetts
$253M -$9.24M -28,493 -4%
KCM
408
Kornitzer Capital Management
Kansas
$252M -$8.66M -26,696 -3%
MML Investors Services
409
MML Investors Services
Massachusetts
$251M +$5.27M +16,248 +2%
MCM
410
Marsico Capital Management
Colorado
$251M +$5.25M +16,183 +2%
SBH
411
Segall Bryant & Hamill
Illinois
$251M -$1.89M -5,822 -0.8%
FI
412
Focused Investors
California
$251M +$973K +3,000 +0.4%
GF
413
Gabelli Funds
New York
$249M -$3.93M -12,115 -2%
AAM
414
Advisors Asset Management
Colorado
$248M -$10.3M -31,808 -4%
TA
415
Trivest Advisors
Hong Kong
$246M +$75.5M +233,000 +47%
RE
416
RBC Europe
United Kingdom
$243M -$22.7M -70,040 -9%
OC
417
Oppenheimer & Co
New York
$243M -$1.33M -4,090 -0.6%
CBUSF
418
Construction & Building Unions Superannuation Fund
Australia
$242M
MCM
419
MAI Capital Management
Ohio
$241M +$458K +1,412 +0.2%
OAM
420
Oppenheimer Asset Management
New York
$241M +$1.11M +3,421 +0.5%
NB
421
Norinchukin Bank
Japan
$241M -$11.4M -35,240 -5%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$239M -$3.89M -12,000 -2%
PAG
423
Private Advisor Group
New Jersey
$239M -$78.9M -243,278 -25%
GCM
424
Gladstone Capital Management
United Kingdom
$238M -$4.07M -12,558 -2%
DWA
425
Douglass Winthrop Advisors
New York
$237M -$1.98M -6,103 -0.9%

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.