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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
HSC
926
Harbor Spring Capital
New York
$52.1M -$4.7M -14,500 -9%
CISOA
927
Capital Investment Services of America
Wisconsin
$52M -$2.53M -7,797 -5%
FFWA
928
FRG Family Wealth Advisors
Washington
$52M -$1.07M -3,307 -2%
WCA
929
Waratah Capital Advisors
Ontario, Canada
$51.8M -$4.6M -14,181 -8%
ACA
930
Aptus Capital Advisors
Alabama
$51.8M +$6.36M +19,621 +15%
MIA
931
MainStreet Investment Advisors
Illinois
$51.7M +$186K +573 +0.4%
JMFC
932
J.M. Forbes & Co
Massachusetts
$51.7M -$5.94M -18,334 -11%
LNC
933
Lincoln National Corp
Pennsylvania
$51.6M +$2.12M +6,539 +4%
GC
934
Grimes & Company
Massachusetts
$51.6M +$618K +1,905 +1%
GI
935
GAMCO Investors
Connecticut
$51.5M -$939K -2,895 -2%
GI
936
Gradient Investments
Minnesota
$51.5M +$4.23M +13,039 +9%
CC
937
Constitution Capital
Connecticut
$51.3M +$6.47M +19,945 +15%
AHC
938
Adell Harriman & Carpenter
Texas
$51.2M -$243K -748 -0.5%
TP
939
TenCore Partners
New York
$51.2M
MNBTD
940
Moody National Bank Trust Division
Texas
$51M -$138M -424,285 -74%
WAM
941
Wilsey Asset Management
California
$50.9M
LNB
942
Ledyard National Bank
$50.9M -$479K -1,477 -1%
WAM
943
WT Asset Management
Hong Kong
$50.8M +$49M +151,003 New
NSAM
944
North Star Asset Management
Wisconsin
$50.5M -$672K -2,074 -1%
HAM
945
Honeycomb Asset Management
New York
$50.4M -$64.8M -200,000 -57%
BSW
946
Buckingham Strategic Wealth
Missouri
$50.4M -$339K -1,047 -0.7%
AHB
947
Abner Herrman & Brock
New Jersey
$50.2M -$629K -1,939 -1%
AWM
948
Apollon Wealth Management
South Carolina
$50.1M +$19.8M +61,158 +69%
CFA
949
Carroll Financial Associates
North Carolina
$50.1M -$108K -332 -0.2%
QC
950
Quadrature Capital
United Kingdom
$49.9M -$36.2M -111,615 -43%

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.