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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
BFO
951
Boston Family Office
Massachusetts
$49.9M -$939K -2,896 -2%
PFS
952
Prospera Financial Services
Texas
$49.7M +$171K +527 +0.4%
OCM
953
Oribel Capital Management
New York
$49.7M -$20.7M -63,900 -30%
MSR
954
Main Street Research
Connecticut
$49.2M +$1.72M +5,316 +4%
SCA
955
Snowden Capital Advisors
New York
$49.2M -$1.83M -5,632 -4%
FQ
956
First Quadrant
California
$49.1M -$143K -442 -0.3%
RS
957
Robeco Schweiz
Switzerland
$49.1M +$7.34M +22,653 +18%
HCM
958
Hilton Capital Management
New York
$49M -$7.46M -23,025 -14%
HFM
959
Harvest Fund Management
China
$49M +$1.71M +5,277 +4%
CCM
960
Coerente Capital Management
Ontario, Canada
$48.9M -$1.38M -4,263 -3%
CA
961
Clearstead Advisors
Ohio
$48.9M +$859K +2,648 +2%
WA
962
WestEnd Advisors
North Carolina
$48.5M +$46.7M +144,080 New
ACA
963
Anchor Capital Advisors
Massachusetts
$48.4M -$1.79M -5,535 -4%
KPCM
964
Kings Point Capital Management
New York
$48.3M -$1.97M -6,080 -4%
BFIM
965
Beese Fulmer Investment Management
Ohio
$48.1M -$184K -567 -0.4%
BFA
966
Beaumont Financial Advisors
Massachusetts
$48M -$683K -2,108 -1%
PAS
967
Park Avenue Securities
New York
$47.8M +$3.47M +10,696 +8%
CCMD
968
Cypress Capital Management (Delaware)
Delaware
$47.7M +$98.6K +304 +0.2%
PCM
969
Parsons Capital Management
Rhode Island
$47.6M -$396K -1,220 -0.9%
DP
970
Dearborn Partners
Illinois
$47.6M +$1.17M +3,596 +3%
CAM
971
Carret Asset Management
New York
$47.6M -$752K -2,320 -2%
BCM
972
BTR Capital Management
California
$47.5M -$501K -1,544 -1%
VFA
973
Valeo Financial Advisors
Indiana
$47.2M +$371K +1,143 +0.7%
SCM
974
SCS Capital Management
Massachusetts
$47.1M -$807K -2,488 -2%
WTB
975
Washington Trust Bank
Washington
$47.1M -$829K -2,558 -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.