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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
EC
4501
Estate Counselors
Wisconsin
$92K
SC
4502
Saban Cheryl
$92K +$81.1K +250 +1,042%
BGC
4503
Beutel, Goodman & Co
Ontario, Canada
$90K +$2.59K +8 +3%
EA
4504
Evolution Advisers
Virginia
$84K +$81.1K +250 New
NR
4505
Newfound Research
Massachusetts
$80K -$38.3K -118 -33%
CFRPA
4506
Castle Financial & Retirement Planning Associates
New Jersey
$80K +$84.9K +262 New
AWA
4507
Artemis Wealth Advisors
New York
$79.2K +$39.2K +121 +55%
MG
4508
MilWealth Group
Wisconsin
$70.6K
TWP
4509
TFO Wealth Partners
Ohio
$68K +$63.9K +197 +6,567%
MIM
4510
Macroview Investment Management
Maryland
$62K +$59.7K +184 New
WFA
4511
Wells Financial Advisors
Massachusetts
$57K
TJHA
4512
Thomas J. Herzfeld Advisors
Florida
$54K +$3.24K +10 +7%
WIA
4513
Wealthstreet Investment Advisors
Texas
$53K
HSA
4514
Hussman Strategic Advisors
Maryland
$52K
DTIM
4515
Danda Trouve Investment Management
Kansas
$44K
SPA
4516
Shore Point Advisors
New Jersey
$40K +$38.6K +119 New
IHWM
4517
Iron Horse Wealth Management
Iowa
$37K
KIG
4518
Kessler Investment Group
Indiana
$34K -$323K -997 -91%
HMS
4519
Hanseatic Management Services
New Mexico
$24K
IA
4520
IFS Advisors
Kansas
$21K +$21.1K +65 New
KSWA
4521
Kathleen S. Wright Associates
Pennsylvania
$19K +$18.5K +57 New
RCM
4522
Raleigh Capital Management
North Carolina
$18K +$17.5K +54 New
AWMS
4523
Advocacy Wealth Management Services
Georgia
$17K
LIM
4524
Longfellow Investment Management
Massachusetts
$16K
BC
4525
Belmont Capital
California
$15K +$7.46K +23 +105%

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.