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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
SIC
626
Schwartz Investment Counsel
Michigan
$108M -$10.3M -31,635 -9%
IAA
627
Independent Advisor Alliance
North Carolina
$107M +$7.69M +23,730 +8%
CIP
628
Chartwell Investment Partners
Pennsylvania
$107M -$6.02M -18,557 -6%
HP
629
Hound Partners
New York
$107M -$50.5M -155,859 -33%
TG
630
TCW Group
California
$107M +$982K +3,028 +1%
CFG
631
Citizens Financial Group
Rhode Island
$106M -$1.7M -5,232 -2%
V
632
Veritable
Delaware
$106M -$641K -1,976 -0.6%
SWM
633
Spire Wealth Management
Virginia
$105M +$13.1M +40,372 +15%
GKIM
634
GW&K Investment Management
Massachusetts
$105M -$640K -1,974 -0.6%
MTC
635
McDaniel Terry & Co
Texas
$104M +$835K +2,575 +0.8%
DCM
636
Dupont Capital Management
Delaware
$104M -$34.1M -105,080 -25%
UH
637
Unigestion Holding
Switzerland
$104M -$1.82M -5,614 -2%
PFO
638
Pathstone Family Office
New Jersey
$104M +$19.5M +60,279 +26%
CA
639
Cornerstone Advisors
North Carolina
$104M
CK
640
Cohen Klingenstein
New York
$103M -$608K -1,874 -0.6%
AIA
641
Avalon Investment & Advisory
Texas
$101M -$15.7M -48,535 -14%
AG
642
AIA Group
Hong Kong
$101M +$24.8M +76,441 +34%
CL
643
CPWM LLC
Washington
$100M
DGAM
644
Desjardins Global Asset Management
Quebec, Canada
$100M +$96.5M +297,706 New
GD
645
Grandfield & Dodd
New York
$100M -$3M -9,243 -3%
BG
646
Bollard Group
Massachusetts
$100M +$232K +715 +0.2%
AL
647
Appaloosa LP
New Jersey
$100M
CTA
648
Chesley Taft & Associates
Illinois
$99.7M -$1.54M -4,751 -2%
GIA
649
Guyasuta Investment Advisors
Pennsylvania
$99.3M -$1.03M -3,187 -1%
CTC
650
Central Trust Company
Missouri
$99M +$743K +2,292 +0.8%

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.