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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
OFG
4401
Omega Financial Group
California
$301K +$290K +895 New
BFP
4402
Briaud Financial Planning
Texas
$300K -$6.48K -20 -2%
JSA
4403
Jacobson & Schmitt Advisors
Wisconsin
$300K
TCM
4404
TimesSquare Capital Management
New York
$299K -$9.73K -30 -3%
APSP
4405
Asset Planning Services (Pennsylvania)
Pennsylvania
$299K +$324 +1 +0.1%
HFM
4406
Hartford Funds Management
Pennsylvania
$299K +$289K +891 New
HG
4407
Harbor Group
New Hampshire
$298K -$79.8K -246 -22%
KCM
4408
Kendall Capital Management
Maryland
$298K +$5.84K +18 +2%
GIA
4409
Goodwin Investment Advisory
Georgia
$298K +$21.1K +65 +8%
VFIC
4410
Valley Forge Investment Consultants
Pennsylvania
$297K +$1.62K +5 +0.6%
LL
4411
LPWM LLC
Minnesota
$295K
HWM
4412
HFR Wealth Management
New York
$293K -$38.6K -119 -12%
LWP
4413
Laurel Wealth Planning
Minnesota
$291K -$37.6K -116 -12%
HWA
4414
Hillcrest Wealth Advisors
New Jersey
$289K
NHFG
4415
New Harbor Financial Group
Massachusetts
$285K
SC
4416
Skylands Capital
Wisconsin
$283K -$38.9K -120 -13%
TC
4417
TAGStone Capital
North Carolina
$283K +$272K +840 New
TFP
4418
Triune Financial Partners
Kansas
$283K +$272K +840 New
WAM
4419
Wakefield Asset Management
Colorado
$281K -$9.73K -30 -3%
RBC
4420
Rye Brook Capital
Connecticut
$281K +$271K +835 New
CWG
4421
Crown Wealth Group
North Carolina
$277K +$267K +825 New
OFP
4422
OLIO Financial Planning
Virginia
$277K +$267K +825 New
EPP
4423
ETF Portfolio Partners
Kansas
$275K -$130K -400 -33%
CFGF
4424
Compass Financial Group (Florida)
Florida
$275K -$51.2K -158 -16%
DAL
4425
Delta Accumulation LLC
California
$270K +$261K +804 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.