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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
Ameriprise
26
Ameriprise
Minnesota
$11.9B +$596M +1,838,989 +5%
PPA
27
Parametric Portfolio Associates
Washington
$11.4B +$162M +498,556 +1%
Deutsche Bank
28
Deutsche Bank
Germany
$11B +$393M +1,211,612 +4%
Goldman Sachs
29
Goldman Sachs
New York
$10.9B -$1.05B -3,246,451 -9%
Invesco
30
Invesco
Georgia
$9.77B +$369M +1,136,899 +4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$9.13B -$375M -1,155,700 -4%
Fisher Asset Management
32
Fisher Asset Management
Washington
$9.03B +$428M +1,320,202 +5%
UBS Group
33
UBS Group
Switzerland
$8.88B -$677M -2,087,889 -7%
Franklin Resources
34
Franklin Resources
California
$8.53B +$23.1M +71,295 +0.3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$7.86B +$147M +452,308 +2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$7.41B -$60.2M -185,700 -0.8%
American Century Companies
37
American Century Companies
Missouri
$7.15B +$132M +407,194 +2%
Jennison Associates
38
Jennison Associates
New York
$6.86B +$88.9M +274,354 +1%
Barclays
39
Barclays
United Kingdom
$6.6B -$361M -1,113,287 -5%
Amundi
40
Amundi
France
$6.56B -$779M -2,402,711 -10%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$6.41B +$171M +528,785 +3%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$6.19B -$123M -380,672 -2%
ClearBridge Investments
43
ClearBridge Investments
New York
$5.88B -$175M -539,910 -3%
Primecap Management
44
Primecap Management
California
$5.81B -$319M -984,910 -5%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$5.77B -$260M -800,861 -4%
TCI Fund Management
46
TCI Fund Management
United Kingdom
$5.61B
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$5.27B +$48.7M +150,090 +1%
Principal Financial Group
48
Principal Financial Group
Iowa
$4.98B -$99M -305,306 -2%
CS
49
Credit Suisse
Switzerland
$4.93B -$321M -988,660 -6%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$4.87B +$1.04B +3,207,415 +28%

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.