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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
H
876
HoyleCohen
California
$58.4M -$243K -751 -0.4%
ECM
877
Everence Capital Management
Indiana
$58.3M
WIC
878
Willis Investment Counsel
Georgia
$58.1M -$1.49M -4,610 -3%
Diamond Hill Capital Management
879
Diamond Hill Capital Management
Ohio
$58M -$87.2K -269 -0.2%
OCAM
880
Onex Canada Asset Management
Ontario, Canada
$57.7M +$2.16M +6,664 +4%
BBI
881
Baxter Bros Inc
Connecticut
$57.7M -$937K -2,889 -2%
MHIC
882
Marble Harbor Investment Counsel
Massachusetts
$57.5M +$844K +2,604 +2%
CIA
883
Capital Investment Advisors
Georgia
$57.4M -$713K -2,200 -1%
CWM
884
Congress Wealth Management
Massachusetts
$57.3M +$55.2M +170,338 New
CI
885
Cigna Investments
Connecticut
$57.2M -$19.5M -60,201 -26%
BDWM
886
Brewin Dolphin Wealth Management
Ireland
$56.8M -$840K -2,592 -2%
GAMH
887
Greenwoods Asset Management (HK)
Hong Kong
$56.5M
PA
888
Parallel Advisors
California
$56.5M +$415K +1,280 +0.8%
GCC
889
Guardian Capital (Canada)
Ontario, Canada
$56.3M -$1.4M -4,306 -3%
CAM
890
Cidel Asset Management
Ontario, Canada
$56.3M -$1.06M -3,255 -2%
MAM
891
Majedie Asset Management
United Kingdom
$56.3M +$6.37M +19,661 +13%
MWM
892
Merriman Wealth Management
Washington
$56M -$17.6M -54,370 -25%
LSA
893
Leonteq Securities AG
Switzerland
$56M -$15.3M -47,043 -22%
BBA
894
Baader Bank Aktiengesellschaft
Germany
$56M +$54M +166,448 New
KPWS
895
Kestra Private Wealth Services
Texas
$55.9M +$2.94M +9,078 +6%
Select Equity Group
896
Select Equity Group
New York
$55.8M +$8.57M +26,441 +19%
MC
897
MIG Capital
California
$55.8M -$1.25M -3,867 -2%
BC
898
Burney Company
Virginia
$55.3M -$3.12M -9,632 -6%
MGIA
899
Matthew Goff Investment Advisor
Texas
$55.2M -$1.8M -5,560 -3%
GIM
900
Grassi Investment Management
California
$55.2M -$358K -1,104 -0.7%

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.