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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
SCA
776
Sander Capital Advisors
Washington
$72.2M +$379K +1,170 +0.5%
TI
777
Tidal Investments
Wisconsin
$72.1M +$17.4M +53,677 +33%
WG
778
Welch Group
Alabama
$71.8M +$274K +846 +0.4%
SPC
779
Sigma Planning Corp
Michigan
$71.8M -$1.83M -5,654 -3%
PTC
780
Petrus Trust Company
Texas
$71.7M -$26.3K -81 -0%
WCM
781
Wedge Capital Management
North Carolina
$71.4M -$11.2M -34,427 -14%
TAM
782
Taurus Asset Management
New York
$71.2M -$273K -841 -0.4%
ASN
783
Advisory Services Network
Georgia
$71.2M +$3.56M +10,989 +5%
ETC
784
Exchange Traded Concepts
Oklahoma
$71M +$68.4M +210,992 New
FLII
785
First Long Island Investors
New York
$70.6M -$1.53M -4,727 -2%
CCM
786
Compass Capital Management
Minnesota
$70.6M -$2.97M -9,169 -4%
TFP
787
Triple Frond Partners
California
$70.4M -$13.2M -40,646 -16%
BCM
788
Bowie Capital Management
Texas
$70.4M -$491K -1,514 -0.7%
LWCA
789
Locust Wood Capital Advisers
New York
$70.1M -$5.56M -17,134 -8%
SC
790
SouthState Corp
Florida
$70.1M -$1.29M -3,965 -2%
DIA
791
Davidson Investment Advisors
Montana
$69.7M -$6.35M -19,595 -9%
ACM
792
Azimuth Capital Management
Michigan
$69.7M -$2.34M -7,217 -3%
HT
793
HighTower Trust
Texas
$69.6M +$1.65M +5,082 +3%
AAM
794
Ardevora Asset Management
United Kingdom
$69.6M -$6.39M -19,700 -9%
CTI
795
Community Trust & Investment
Kentucky
$69.2M -$627K -1,933 -0.9%
PTC
796
Philadelphia Trust Company
Pennsylvania
$69.1M -$3.89M -12,009 -6%
IHL
797
Investment House LLC
California
$68.8M -$1.14M -3,528 -2%
BAM
798
Berkshire Asset Management
Pennsylvania
$68.6M -$314K -970 -0.5%
KRSITF
799
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$68.6M +$2.84M +8,760 +4%
MLL
800
Moody Lynn & Lieberson
Massachusetts
$68.4M +$151K +467 +0.2%

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.