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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
WGAM
551
Wilkinson Global Asset Management
New York
$133M -$10.4M -31,929 -7%
CS
552
Cannell & Spears
New York
$132M -$1.28M -3,939 -1%
CG
553
Colony Group
Massachusetts
$132M -$12.7M -39,083 -9%
HCM
554
Howland Capital Management
Massachusetts
$131M -$1.19M -3,684 -0.9%
TH
555
TCTC Holdings
Texas
$131M -$1.37M -4,212 -1%
IC
556
Inverness Counsel
New York
$131M -$25.7M -79,326 -17%
FLPIM
557
F.L. Putnam Investment Management
Massachusetts
$131M +$2.95M +9,086 +2%
HMP
558
HS Management Partners
New York
$131M -$30.9M -95,255 -20%
CAI
559
Capital Advisors Inc
Oklahoma
$130M +$4.98M +15,355 +4%
RC
560
RegentAtlantic Capital
New Jersey
$130M +$948K +2,923 +0.8%
SIC
561
Salem Investment Counselors
North Carolina
$130M -$235K -724 -0.2%
GLA
562
Great Lakes Advisors
Illinois
$129M -$17.9M -55,346 -13%
RCAMU
563
Rothschild & Co Asset Management US
Connecticut
$129M -$3.44M -10,616 -3%
SGAM
564
Smith Group Asset Management
Texas
$129M -$7.23M -22,300 -6%
PF
565
Phoenix Financial
Israel
$128M +$1.47M +4,523 +1%
BS
566
Banco Santander
Spain
$128M -$27.9M -86,054 -18%
HW
567
Hancock Whitney
Mississippi
$128M -$147K -452 -0.1%
PFPT
568
Pinnacle Financial Partners (Tennessee)
Tennessee
$127M +$7.94M +24,482 +7%
PRO
569
Pensioenfonds Rail & OV
Netherlands
$125M +$3.6M +11,095 +3%
SH
570
SeaTown Holdings
Singapore
$125M -$11.3M -35,000 -9%
KIA
571
KCM Investment Advisors
California
$125M +$460K +1,420 +0.4%
CI
572
Capital International
California
$125M +$108K +334 +0.1%
JHP
573
James Hambro & Partners
United Kingdom
$125M -$10.8M -33,220 -8%
SIA
574
Sit Investment Associates
Minnesota
$125M -$1.27M -3,931 -1%
RCW
575
Rheos Capital Works
Japan
$125M -$19M -58,600 -14%

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.