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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
Allianz Asset Management
51
Allianz Asset Management
Germany
$4.65B -$187M -577,942 -4%
PI
52
Putnam Investments
Massachusetts
$4.59B -$234M -721,795 -5%
Brown Advisory
53
Brown Advisory
Maryland
$4.47B +$643M +1,983,974 +18%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$4.4B -$49.3M -152,119 -1%
Fundsmith LLP
55
Fundsmith LLP
United Kingdom
$4.37B +$314M +968,000 +8%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$4.17B -$353M -1,089,013 -8%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$4.14B +$216M +667,098 +6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$4.13B +$65.3M +201,436 +2%
MAM
59
Magellan Asset Management
Australia
$4.13B -$1.94B -5,981,400 -33%
DZ Bank
60
DZ Bank
Germany
$4.08B -$70.4M -217,205 -2%
Macquarie Group
61
Macquarie Group
Australia
$4.02B -$4.84M -14,933 -0.1%
Prudential Financial
62
Prudential Financial
New Jersey
$3.9B -$44M -135,692 -1%
State Farm Mutual Automobile Insurance
63
State Farm Mutual Automobile Insurance
Illinois
$3.8B
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3.72B -$36.2M -111,731 -1%
Citigroup
65
Citigroup
New York
$3.7B +$727M +2,241,590 +26%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$3.67B -$33.7M -103,798 -0.9%
Lazard Asset Management
67
Lazard Asset Management
New York
$3.6B -$127M -392,097 -4%
EVM
68
Eaton Vance Management
Massachusetts
$3.57B +$8.69M +26,798 +0.3%
RJA
69
Raymond James & Associates
Florida
$3.52B +$40.9M +126,246 +1%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$3.5B +$529M +1,632,485 +19%
Polen Capital Management
71
Polen Capital Management
Florida
$3.42B +$39.8M +122,871 +1%
Fidelity International
72
Fidelity International
Bermuda
$3.35B +$89.4M +275,786 +3%
Dodge & Cox
73
Dodge & Cox
California
$3.34B -$716M -2,207,422 -18%
Sanders Capital
74
Sanders Capital
Florida
$3.31B +$3.96M +12,207 +0.1%
Eagle Capital Management (New York)
75
Eagle Capital Management (New York)
New York
$3.3B -$129M -398,786 -4%

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.