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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
TLFA
4301
True Link Financial Advisors
California
$453K -$54.8K -169 -11%
AG
4302
AlphaSimPlex Group
Massachusetts
$450K -$462K -1,424 -52%
AFG
4303
Arkansas Financial Group
Arkansas
$447K -$33.7K -104 -7%
AWM
4304
Altus Wealth Management
Kentucky
$447K +$23.3K +72 +6%
PFG
4305
Piershale Financial Group
Illinois
$443K -$29.8K -92 -7%
KTA
4306
Keeley-Teton Advisors
Illinois
$442K +$324 +1 +0.1%
GC
4307
Gibson Capital
Pennsylvania
$440K
OAJ
4308
Ogorek Anthony Joseph
New York
$440K
DWM
4309
Denver Wealth Management
Colorado
$437K +$421K +1,300 New
SC
4310
Steph & Co
Wisconsin
$433K
TFA
4311
Tranquilli Financial Advisor
New Jersey
$433K +$18.8K +58 +5%
APS
4312
American Planning Services
Florida
$432K +$417K +1,285 New
GWMI
4313
Guardian Wealth Management (Illinois)
Illinois
$431K +$415K +1,281 New
PFA
4314
Plotkin Financial Advisors
Maryland
$427K -$308K -951 -43%
GF
4315
Goodman Financial
Texas
$426K +$151K +466 +58%
LWIC
4316
Leith Wheeler Investment Counsel
British Columbia, Canada
$422K +$115K +356 +40%
FWM
4317
Fortress Wealth Management
California
$422K +$407K +1,254 New
GCM
4318
Gladius Capital Management
Illinois
$421K +$405K +1,249 New
SAM
4319
Stone Asset Management
Texas
$420K +$405K +1,250 New
JFGLC
4320
Johnson Financial Group LLC (Colorado)
Colorado
$418K -$80.1K -247 -17%
MSWMA
4321
Market Street Wealth Management Advisors
Indiana
$418K -$32.1K -99 -7%
MAM
4322
MMA Asset Management
Pennsylvania
$418K
VFPW
4323
Vantage Financial Partners (Wisconsin)
Wisconsin
$418K +$403K +1,243 New
PIN
4324
Prudent Investors Network
California
$413K +$104K +322 +36%
AFA
4325
Atlas Financial Advisors
California
$413K +$398K +1,227 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.