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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
FGAM
4526
Financial Gravity Asset Management
Texas
$14.7K +$4.57M +14,081 +302%
BIM
4527
Baldwin Investment Management
Pennsylvania
$14K -$189K -582 -1%
NWM
4528
Navigation Wealth Management
Colorado
$12K
CP
4529
Castleview Partners
Texas
$11.9K +$1.29B +3,992,816 New
MP
4530
McDonald Partners
Ohio
$7.74K -$20.1M -62,061 -100%
ACM
4531
Absolute Capital Management
Pennsylvania
$7.74K +$7.46K +23 New
SSC
4532
Syverson Strege & Co
Iowa
$7K -$76.2K -235 -92%
EFS
4533
Econ Financial Services
Pennsylvania
$7K +$6.81K +21 New
LWM
4534
Liberty Wealth Management
California
$5.16K -$25.3K -78 -0.5%
FHC
4535
First Heartland Consultants
Missouri
$4.14K -$138K -427 -3%
FIA
4536
FNY Investment Advisers
New York
$4K +$4.54K +14 New
RTC
4537
Riverview Trust Company
Washington
$3.82K
SFCL
4538
Strengthening Families & Communities LLC
Massachusetts
$3.35K +$3.23M +9,954 New
BCH
4539
Berkshire Capital Holdings
California
$3K
EWA
4540
Evolution Wealth Advisors
Florida
$2.63K +$13.6K +42 +0.5%
UOTTAIMCU
4541
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K -$238K -733 -99%
GG
4542
Gleason Group
Kentucky
$1K
FFG
4543
Ford Financial Group
California
$927 -$49K -151 -5%
WC
4544
Wexford Capital
Florida
$261 +$251K +775 New
ACI
4545
AMP Capital Investors
Australia
-$721M -2,558,255 Closed
AIM
4546
Achmea Investment Management
Netherlands
-$191M -677,840 Closed
CA
4547
CastleArk Alternatives
Illinois
-$119M -422,290 Closed
MAM
4548
Meeder Asset Management
Ohio
-$87.3M -309,654 Closed
LCM
4549
Laurion Capital Management
New York
-$83.2M -256,702 Closed
SAM
4550
Sawgrass Asset Management
Florida
-$58.9M -208,980 Closed

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.