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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
IWP
4351
IAG Wealth Partners
Wisconsin
$370K +$259K +800 +268%
WFPG
4352
Waller Financial Planning Group
Ohio
$366K
DWA
4353
Dorsey Wright & Associates
California
$365K -$648 -2 -0.2%
AIS
4354
American Investment Services
Massachusetts
$364K
APF
4355
Alaska Permanent Fund
Alaska
$364K +$380K +1,171 New
GWAG
4356
Garrett Wealth Advisory Group
Texas
$363K +$46.7K +144 +15%
WIC
4357
Whitegate Investment Counselors
New Hampshire
$360K -$16.2M -49,856 -98%
MMC
4358
Mizuho Markets Cayman
Cayman Islands
$360K -$14.6M -45,064 -98%
RHJA
4359
Rice Hall James & Associates
California
$360K
YMRC
4360
Yorktown Management & Research Company
Virginia
$360K
LCM
4361
Linker Capital Management
Kentucky
$360K +$347K +1,070 New
APP
4362
Alpha Paradigm Partners
Illinois
$359K +$242K +746 +232%
GCP
4363
GSA Capital Partners
United Kingdom
$358K -$5.22M -16,088 -94%
BP
4364
BCK Partners
New York
$355K -$97.3K -300 -22%
CWAF
4365
Core Wealth Advisors (Florida)
Florida
$355K -$27.9K -86 -8%
LAM
4366
Lountzis Asset Management
Pennsylvania
$353K
BWM
4367
Biltmore Wealth Management
Arizona
$349K -$48.3K -149 -13%
LFG
4368
Leverty Financial Group
Wisconsin
$347K +$335K +1,032 New
HF
4369
Halpern Financial
Virginia
$345K +$72.3K +223 +28%
SFMG
4370
Sage Financial Management Group
Virginia
$345K +$333K +1,026 New
TCFP
4371
Treasure Coast Financial Planning
Florida
$345K +$333K +1,026 New
MAP
4372
Milestone Advisory Partners
North Carolina
$344K
CIM
4373
Chiron Investment Management
New York
$343K +$330K +1,019 New
WIM
4374
Warwick Investment Management
Texas
$343K +$331K +1,020 New
TWM
4375
Tanglewood Wealth Management
Texas
$342K +$21.4K +66 +7%

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.