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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
MME
1001
Meag Munich Ergo
Germany
$44.3M +$1.19M +3,661 +3%
DP
1002
DDD Partners
Washington
$44.2M -$334K -1,029 -0.8%
AAM
1003
AO Asset Management
New York
$44.2M +$1.04M +3,200 +2%
SIMG
1004
Sonora Investment Management Group
Arizona
$44.1M +$42.5M +131,100 New
WSTAM
1005
Wilbanks Smith & Thomas Asset Management
Virginia
$44.1M -$853K -2,632 -2%
CG
1006
Caprock Group
Idaho
$44M -$7.67M -23,662 -15%
BAAM
1007
Baker Avenue Asset Management
California
$44M +$1.72M +5,305 +4%
LW
1008
Linscomb Wealth
Texas
$43.9M -$272K -838 -0.6%
SLI
1009
Sumitomo Life Insurance
Japan
$43.9M -$1.27M -3,924 -3%
FAIM
1010
Financial Advocates Investment Management
Washington
$43.9M -$3.62M -11,165 -8%
HTHT
1011
Hemenway Trust Hemenway Trust
New Hampshire
$43.8M +$160K +493 +0.4%
WP
1012
Wedgewood Partners
Missouri
$43.7M -$655K -2,019 -2%
SGI
1013
Summit Global Investments
Utah
$43.6M -$766K -2,362 -2%
BONST
1014
Bank of Nova Scotia Trust
Ontario, Canada
$43.5M -$3.22M -9,926 -7%
ACGDR
1015
Atmos Capital Gestao de Recursos
Brazil
$43.4M -$4.85M -14,948 -10%
JAFL
1016
Jay A. Fishman Ltd
Michigan
$43.4M +$2.09M +6,456 +5%
GWM
1017
Geneos Wealth Management
Colorado
$43.4M +$114K +353 +0.3%
AUB
1018
Atlantic Union Bankshares
Virginia
$43.3M +$926K +2,856 +2%
GHA
1019
GW Henssler & Associates
Georgia
$43.2M +$1.29M +3,979 +3%
DWM
1020
Dakota Wealth Management
Florida
$43.1M +$1.05M +3,247 +3%
FCBT
1021
First Citizens Bank & Trust
North Carolina
$43M +$1.21M +3,730 +3%
TCOT
1022
Trust Company of Toledo
Ohio
$42.9M -$77.5K -239 -0.2%
FM
1023
Freemont Management
Switzerland
$42.9M +$182K +561 +0.4%
HCM
1024
Horiko Capital Management
New York
$42.8M -$1.14M -3,508 -3%
SPC
1025
Stewart & Patten Company
California
$42.7M -$2.08M -6,403 -5%

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.