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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
MIAN
976
Mariner Independent Advisor Network
Kansas
$47.1M -$5.64M -17,400 -11%
TTWM
977
TCV Trust & Wealth Management
Virginia
$47.1M -$667K -2,057 -1%
LRPA
978
L. Roy Papp & Associates
Arizona
$46.9M -$905K -2,791 -2%
SCI
979
S&CO Inc
Massachusetts
$46.9M +$71K +219 +0.2%
NFC
980
Northeast Financial Consultants
Connecticut
$46.9M +$3.2M +9,862 +8%
1CP
981
11 Capital Partners
Connecticut
$46.7M -$97.3K -300 -0.2%
NSEDCP
982
NJ State Employees Deferred Compensation Plan
New Jersey
$46.7M -$1.62M -5,000 -3%
SCA
983
Stillwater Capital Advisors
Pennsylvania
$46.6M -$1.31M -4,051 -3%
WDA
984
Wendell David Associates
New Hampshire
$46.6M -$704K -2,172 -2%
BOH
985
Bank of Hawaii
Hawaii
$46.4M -$6.71M -20,683 -13%
VCAM
986
Van Cleef Asset Management
Ohio
$46.3M -$835K -2,574 -2%
MAP
987
Managed Asset Portfolios
Michigan
$46.1M -$1.31M -4,054 -3%
IA
988
IndexIQ Advisors
New York
$46.1M -$1.26M -3,885 -3%
BWFA
989
Baltimore-Washington Financial Advisors
Maryland
$46.1M +$682K +2,105 +2%
CMG
990
Cavalry Management Group
California
$45.8M +$15.9M +48,944 +56%
TIA
991
Tandem Investment Advisors
South Carolina
$45.8M +$4.97M +15,322 +13%
DAM
992
Deltec Asset Management
New York
$45.6M -$1.9M -5,865 -4%
ACM
993
Atika Capital Management
New York
$45.4M
HWA
994
Heritage Wealth Advisors
Virginia
$45.3M +$774K +2,386 +2%
NCM
995
Novare Capital Management
North Carolina
$45.1M -$861K -2,656 -2%
WSCM
996
Wellington Shields Capital Management
New York
$44.9M +$5.38M +16,589 +14%
OA
997
Oak Associates
Ohio
$44.9M -$3.29M -10,140 -7%
BFA
998
Bragg Financial Advisors
North Carolina
$44.7M
HI
999
Hoey Investments
Pennsylvania
$44.6M +$3.71M +11,437 +9%
CIA
1000
Choate Investment Advisors
Massachusetts
$44.6M -$815K -2,514 -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.