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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
MWM
4376
Maltin Wealth Management
New Jersey
$341K +$6.16K +19 +2%
HCA
4377
Hyperion Capital Advisors
New York
$339K
IFA
4378
Interactive Financial Advisors
Illinois
$336K
AIA
4379
Armor Investment Advisors
North Carolina
$334K -$1.95K -6 -0.6%
PWM
4380
Provident Wealth Management
Tennessee
$331K +$319K +983 New
SWM
4381
Shakespeare Wealth Management
Wisconsin
$330K -$35.3K -109 -10%
CBT
4382
Capital Bank & Trust
California
$330K
MWM
4383
MorganRosel Wealth Management
Colorado
$330K
SW
4384
Simplicity Wealth
New Jersey
$330K +$318K +980 New
SFG
4385
Steward Financial Group
Texas
$330K +$318K +982 New
OTL
4386
Oak Thistle LLC
New York
$328K +$316K +974 New
DACG
4387
Donor Advised Charitable Giving
California
$327K -$9.91M -30,576 -97%
TB
4388
Terril Brothers
Missouri
$320K
AC
4389
Avant Capital
Louisiana
$320K +$308K +950 New
WCWM
4390
Wooster Corthell Wealth Management
Connecticut
$319K -$101K -312 -25%
SWMG
4391
Sanchez Wealth Management Group
Florida
$317K
JAIC
4392
Josh Arnold Investment Consultant
Minnesota
$317K +$305K +942 New
WFA
4393
Wade Financial Advisory
California
$312K
PWMG
4394
Provence Wealth Management Group
California
$312K +$301K +928 New
JAWM
4395
J. Arnold Wealth Management
Ohio
$311K +$40.9K +126 +16%
TAM
4396
Tucker Asset Management
Colorado
$303K +$23K +71 +9%
TI
4397
Telemetry Investments
New York
$303K -$49.9K -154 -15%
UID
4398
Union Investments & Development
Israel
$303K +$292K +900 New
ICMP
4399
Integrated Capital Management (Pennsylvania)
Pennsylvania
$302K
FAM
4400
Fulcrum Asset Management
United Kingdom
$301K

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.