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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
AGA
4276
Arkos Global Advisors
Texas
$488K +$324 +1 +0.1%
DT
4277
Daniels + Tansey
Delaware
$485K +$16.9K +52 +4%
CWM
4278
Chicago Wealth Management
Illinois
$484K -$9.73K -30 -2%
IA
4279
Inspire Advisors
Idaho
$483K +$85.6K +264 +23%
BC
4280
Brio Consultants
California
$481K -$8.98M -27,693 -95%
SSW
4281
Stone Summit Wealth
Florida
$481K +$464K +1,431 New
W
4282
WorthPointe
California
$481K +$575K +1,774 New
TFA
4283
TPG Financial Advisors
Oregon
$478K -$32.4K -100 -7%
AA
4284
AlphaMark Advisors
Kentucky
$478K +$18.2K +56 +4%
FCC
4285
Flower City Capital
New York
$478K +$461K +1,421 New
CBOR
4286
Community Bank of Raymore
Missouri
$477K
GWA
4287
Geometric Wealth Advisors
District of Columbia
$475K +$458K +1,413 New
GWAM
4288
Guardian Wealth Advisors (Minnesota)
Minnesota
$474K +$1.62K +5 +0.4%
WFO
4289
Wealthgate Family Office
Colorado
$473K +$68.4K +211 +18%
DMKJ
4290
David M. Knott Jr
$471K +$454K +1,400 New
TA
4291
Teramo Advisors
Florida
$471K +$454K +1,400 New
UIA
4292
UBP Investment Advisors
Switzerland
$470K
NC
4293
NewSquare Capital
Pennsylvania
$469K +$8.11K +25 +2%
TC
4294
Tatro Capital
Kentucky
$467K
BWL
4295
Beacon Wealthcare LLC
North Carolina
$466K
RDIA
4296
RE Dickinson Investment Advisors
Iowa
$465K +$448K +1,381 New
KAH
4297
Kathryn A. Hall
$464K +$448K +1,381 New
RP
4298
Reinhart Partners
Wisconsin
$456K -$32.4K -100 -7%
SA
4299
Sicart Associates
New York
$455K
TPW
4300
TL Private Wealth
Texas
$454K

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.