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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
T
4326
TrueFG
Texas
$412K
1CM
4327
1492 Capital Management
Wisconsin
$412K +$86.9K +268 +28%
FWM
4328
ForthRight Wealth Management
Georgia
$411K -$28.9K -89 -7%
MM
4329
Meridian Management
Arkansas
$408K +$6.48K +20 +2%
MWC
4330
MKD Wealth Coaches
Michigan
$407K +$295K +910 +303%
SFPG
4331
Stonebridge Financial Planning Group
Florida
$406K
SAS
4332
Sanford Advisory Services
Michigan
$406K +$14.6K +45 +4%
DFC
4333
DB Fitzpatrick & Co
Idaho
$406K +$391K +1,206 New
CL
4334
CSS LLC
Illinois
$404K -$3.49M -10,780 -90%
OF
4335
Outfitter Financial
Maine
$402K
NCP
4336
NexWave Capital Partners
New York
$401K
HA
4337
HFG Advisors
Ohio
$401K +$386K +1,191 New
TSA
4338
Tri-Star Advisors
Texas
$399K
DG
4339
Doman Group
New York
$399K +$384K +1,185 New
AAM
4340
Ameraudi Asset Management
New York
$397K
RA
4341
Riverstone Advisors
Texas
$397K +$383K +1,180 New
BWIA
4342
Bryant Woods Investment Advisors
New York
$396K +$381K +1,176 New
PIFP
4343
Partners in Financial Planning
Virginia
$388K
JPLA
4344
Joseph P. Lucia & Associates
New York
$385K -$62.2K -192 -14%
AFS
4345
AFG Fiduciary Services
Massachusetts
$385K +$371K +1,144 New
NEGWA
4346
New England Guild Wealth Advisors
Connecticut
$382K
MW
4347
Milestone Wealth
New York
$376K +$362K +1,118 New
PFA
4348
Peak Financial Advisors
Colorado
$375K +$107K +330 +42%
DWM
4349
Dopkins Wealth Management
New York
$375K +$361K +1,115 New
JMF
4350
Johnson Midwest Financial
Iowa
$373K +$54.5K +168 +18%

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.