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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
AWM
4251
Avondale Wealth Management
Texas
$523K -$16.9K -52 -3%
BSG
4252
Black Swift Group
Colorado
$517K -$739K -2,279 -60%
GI
4253
Glovista Investments
New Jersey
$517K +$498K +1,537 New
SG
4254
Strid Group
Pennsylvania
$514K -$49K -151 -9%
LIM
4255
Lagoda Investment Management
New York
$513K -$11.3K -35 -2%
SL
4256
Stevard LLC
Illinois
$513K
JFG
4257
JMG Financial Group
Illinois
$511K +$25.9K +80 +6%
HWA
4258
Hilltop Wealth Advisors
North Carolina
$509K
BWA
4259
BlueSky Wealth Advisors
North Carolina
$508K
TP
4260
Truvvo Partners
New York
$508K +$973 +3 +0.2%
BW
4261
Basepoint Wealth
Iowa
$506K +$488K +1,505 New
ASFA
4262
All Season Financial Advisors
Colorado
$505K +$50.9K +157 +12%
JWM
4263
JFG Wealth Management
Colorado
$504K -$15.6K -48 -3%
AAMC
4264
Asset Allocation & Management Company
Illinois
$504K +$486K +1,500 New
LFM
4265
Lumina Fund Management
New York
$504K +$486K +1,500 New
TIM
4266
Triad Investment Management
California
$504K +$486K +1,500 New
BWM
4267
Benchmark Wealth Management
Connecticut
$501K -$10.7K -33 -2%
SAM
4268
Silphium Asset Management
United Kingdom
$499K -$421K -1,300 -47%
TA
4269
Townsend & Associates
Colorado
$498K +$973 +3 +0.2%
MAWAG
4270
Mid-American Wealth Advisory Group
Missouri
$495K +$477K +1,471 New
GSC
4271
Ground Swell Capital
South Carolina
$494K +$476K +1,468 New
NEPPG
4272
New England Professional Planning Group
Rhode Island
$493K -$58.4K -180 -10%
ICP
4273
Interchange Capital Partners
Pennsylvania
$491K -$1.84M -5,684 -80%
BA
4274
Ballew Advisors
Mississippi
$491K +$3.24K +10 +0.6%
AFG
4275
Affinia Financial Group
Massachusetts
$490K +$48K +148 +10%

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.