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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
KCMH
4426
Keywise Capital Management (HK)
Hong Kong
$269K
MTIM
4427
Marathon Trading Investment Management
Pennsylvania
$269K +$259K +800 New
PA
4428
Prism Advisors
California
$266K -$180K -555 -41%
SCA
4429
Sippican Capital Advisors
Massachusetts
$264K -$222K -685 -47%
AM
4430
Atwater Malick
Pennsylvania
$264K -$13.6K -42 -5%
DA
4431
Doliver Advisors
Texas
$259K +$274K +846 New
EL
4432
EQ LLC
Washington
$256K +$247K +761 New
SWM
4433
Sanctuary Wealth Management
Idaho
$255K +$246K +758 New
WIM
4434
Westside Investment Management
California
$253K -$98.9K -305 -1%
MCA
4435
Maryland Capital Advisors
Maryland
$252K +$243K +750 New
PFG
4436
Pinnacle Financial Group
Illinois
$250K +$241K +742 New
FC
4437
Farley Capital
New York
$250K +$241K +743 New
GS
4438
Gagnon Securities
New York
$250K +$241K +743 New
OKSA
4439
O'Keefe Stevens Advisory
New York
$249K
MECA
4440
Miller Equity Capital Advisors
Texas
$248K +$648 +2 +0.3%
M1FG
4441
Mach-1 Financial Group
Arkansas
$248K +$240K +739 New
PHAM
4442
Portland Hill Asset Management
United Kingdom
$246K
GIM
4443
Greylin Investment Management
Virginia
$244K -$64.8K -200 -22%
LGWM
4444
Litman Gregory Wealth Management
California
$241K -$463K -1,428 -67%
FA
4445
FC Advisory
Pennsylvania
$241K +$232K +717 New
EWM
4446
Endowment Wealth Management
Wisconsin
$240K +$231K +714 New
MWM
4447
Magnolia Wealth Management
Alabama
$238K +$230K +709 New
GG
4448
GenWealth Group
New Jersey
$237K -$32.4K -100 -12%
WFA
4449
Wipfli Financial Advisors
Wisconsin
$235K +$227K +699 New
WCM
4450
Wallace Capital Management
Texas
$235K +$227K +700 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.