We are live on ! Find out more
MSFT icon

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
PWP
651
Private Wealth Partners
California
$98.9M -$2.41M -7,430 -2%
MCM
652
Maryland Capital Management
Maryland
$98.7M +$1.35M +4,171 +1%
TU
653
TDAM USA
Ontario, Canada
$98.7M -$12M -36,982 -11%
SFM
654
Stack Financial Management
Montana
$98.4M +$21.1K +65 +0%
OCM
655
Osterweis Capital Management
California
$97.5M -$590K -1,821 -0.6%
KA
656
Kintegral Advisory
New York
$97.4M
BCV
657
Banque Cantonale Vaudoise
Switzerland
$97M -$8.09M -24,949 -8%
CIC
658
Carnegie Investment Counsel
Ohio
$96.7M +$194K +599 +0.2%
PL
659
Parthenon LLC
Kentucky
$96.7M -$3.54M -10,915 -4%
AS
660
Altshuler Shaham
Israel
$96.6M -$294M -907,903 -76%
BRWA
661
B. Riley Wealth Advisors
Florida
$95.7M +$1.73M +5,351 +2%
HFS
662
Hantz Financial Services
Michigan
$95.3M +$3.69M +11,375 +4%
BHC
663
Bowen Hanes & Co
Florida
$95M -$3.36M -10,362 -4%
WB
664
WesBanco Bank
West Virginia
$95M -$789K -2,435 -0.9%
BPA
665
Beacon Pointe Advisors
California
$93.8M -$43.7M -134,902 -33%
CCM
666
Covington Capital Management
California
$93.8M -$3.3M -10,175 -4%
TBA
667
Tower Bridge Advisors
Pennsylvania
$93.2M -$707K -2,180 -0.8%
UAM
668
UAS Asset Management
New York
$93.1M +$611K +1,886 +0.7%
GJIC
669
Gamble Jones Investment Counsel
California
$93.1M +$71.7K +221 +0.1%
CCM
670
Chilton Capital Management
Texas
$92.8M +$729K +2,250 +0.8%
LS
671
Livforsakringsbolaget Skandia
Sweden
$92.8M -$9.02M -27,830 -9%
HJGA
672
Hardman Johnston Global Advisors
Connecticut
$92.3M -$13.9M -42,855 -14%
MPM
673
Meritage Portfolio Management
Kansas
$92M -$304K -938 -0.3%
AP
674
Advisor Partners
California
$91.4M +$163K +502 +0.2%
CIS
675
Capital International Sarl
California
$90.9M +$49.9M +153,916 +132%

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.