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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
PWM
4601
Praetorian Wealth Management
California
-$646K -2,292 Closed
FRM
4602
Fox Run Management
Connecticut
-$601K -2,131 Closed
PCMM
4603
Piedmont Capital Management (Montana)
Montana
-$528K -1,871 Closed
QC
4604
QCM Cayman
Texas
-$386K -1,370 Closed
CCIA
4605
Campbell & Co Investment Adviser
Maryland
-$383K -1,350 Closed
E
4606
Ergoteles
New York
-$372K -1,320 Closed
CI
4607
Chartist Inc
California
-$329K -1,168 Closed
BC
4608
Bridgefront Capital
Texas
-$327K -1,161 Closed
CB
4609
Cooke & Bieler
Pennsylvania
-$310K -1,098 Closed
WFA
4610
Websterrogers Financial Advisors
South Carolina
-$285K -1,012 Closed
AOG
4611
Alpha Omega Group
Virginia
-$282K -1,000 Closed
TWP
4612
Total Wealth Planning
Ohio
-$270K -959 Closed
RVM
4613
Robinson Value Management
Texas
-$266K -942 Closed
CCM
4614
Crabel Capital Management
California
-$255K -905 Closed
SFS
4615
Solitude Financial Services
Virginia
-$211K -747 Closed
SFO
4616
Standard Family Office
South Dakota
-$183K -650 Closed
CPWM
4617
Cypress Point Wealth Management
Texas
-$156K -552 Closed
SPIA
4618
Strategic Point Investment Advisors
Rhode Island
-$114K -404 Closed
GC
4619
Globeflex Capital
California
-$21K -76 Closed
FCAS
4620
First Command Advisory Services
Texas
-$21.4K -66 -14%
CI
4621
Cordant Inc
Oregon
-$11K -38 Closed
CCMIC
4622
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$6K -21 Closed
T
4623
TOBAM
France
+$324 +1 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.