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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
ACM
4476
Ardent Capital Management
Ohio
$205K +$198K +610 New
G
4477
Gainplan
Michigan
$202K -$97.3K -300 -33%
CCM
4478
Cutler Capital Management
Massachusetts
$202K
BA
4479
BCM Advisors
Louisiana
$201K +$210K +647 New
PCM
4480
Perritt Capital Management
Illinois
$200K +$193K +595 New
YAL
4481
Your Advocates Ltd
Texas
$199K -$20.7K -64 -10%
LPWM
4482
Lake Point Wealth Management
Texas
$198K -$24.6K -76 -11%
FA
4483
Financial Advantage
Maryland
$192K -$49.6K -153 -21%
SL
4484
Savior LLC
Massachusetts
$187K -$18.8K -58 -10%
MGI
4485
MayTech Global Investments
New York
$184K
RK
4486
Rather & Kittrell
Tennessee
$182K +$176K +543 New
RFP
4487
Roth Financial Partners
Texas
$168K
BBHC
4488
Brown Brothers Harriman & Co
New York
$167K -$580K -1,788 -0.4%
BHWM
4489
Bay Harbor Wealth Management
Maryland
$159K +$7.13K +22 +4%
AA
4490
AlphaCentric Advisors
Puerto Rico
$157K +$152K +468 New
T2I
4491
Turim 21 Investimentos
Brazil
$147K +$132K +406 +1,310%
IPW
4492
IronBridge Private Wealth
Texas
$133K -$5.63M -17,379 -98%
SC
4493
Schubert & Co
Texas
$125K +$121K +372 New
DFCM
4494
Dark Forest Capital Management
Puerto Rico
$121K +$35K +108 +43%
GCGDR
4495
Geo Capital Gestora de Recursos
Brazil
$115K -$985K -3,039 -90%
FC
4496
Family CFO
California
$106K +$102K +316 New
JWBC
4497
John W. Brooker & Co
California
$105K -$5.51K -17 -5%
CWA
4498
Carolina Wealth Advisors
South Carolina
$98K
HVM
4499
Harvest Volatility Management
Connecticut
$94K +$16.7M +51,631 +23%
AWA
4500
Aquire Wealth Advisors
Utah
$93K +$89.5K +276 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.