We are live on ! Find out more
MSFT icon

Microsoft

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
JCM
1026
Junto Capital Management
New York
$42.6M -$71.5M -220,499 -63%
AC
1027
AMS Capital
Brazil
$42.6M +$14M +43,030 +51%
HI
1028
Horizon Investments
North Carolina
$42.6M +$2.33M +7,195 +6%
TAIM
1029
Te Ahumairangi Investment Management
New Zealand
$42.6M +$1.48M +4,570 +4%
ACM
1030
Academy Capital Management
Texas
$42.4M +$588K +1,815 +1%
WMSA
1031
Weiss Multi-Strategy Advisers
New York
$42.4M +$1.86M +5,736 +5%
ET
1032
Equitable Trust
Tennessee
$42.3M -$5.4M -16,649 -12%
USCWA
1033
U.S. Capital Wealth Advisors
Texas
$42.3M +$597K +1,841 +1%
RMC
1034
Resources Management Corp
Connecticut
$42.3M -$1.37M -4,225 -3%
FCMC
1035
Founders Capital Management (Connecticut)
Connecticut
$42.3M -$872K -2,689 -2%
IRF
1036
IBM Retirement Fund
New York
$42.2M -$28.3M -87,362 -41%
FMLI
1037
Fukoku Mutual Life Insurance
Japan
$42.2M -$1.73M -5,329 -4%
RCM
1038
Ratan Capital Management
Florida
$42.2M +$4.86M +15,000 +14%
PAI
1039
Pittenger & Anderson Inc
Nebraska
$42.1M +$486K +1,498 +1%
RG
1040
Renaissance Group
Kentucky
$42M -$2.56M -7,901 -6%
TC
1041
Telemus Capital
Michigan
$41.9M -$1.28M -3,944 -3%
RC
1042
Roundview Capital
New Jersey
$41.9M +$950K +2,929 +2%
AP
1043
Appleton Partners
Massachusetts
$41.8M +$550K +1,697 +1%
PCM
1044
Palisade Capital Management
New Jersey
$41.7M -$448K -1,382 -1%
PA
1045
PFG Advisors
Arizona
$41.7M +$2.05M +6,317 +5%
S
1046
SignatureFD
Georgia
$41.7M +$3.42M +10,547 +9%
LA
1047
Lynch & Associates
Indiana
$41.3M -$917K -2,827 -2%
EN1L
1048
Engine No 1 LLC
California
$41.2M +$3.53M +10,895 +10%
BAM
1049
Bellevue Asset Management
Washington
$41.2M -$7.09M -21,861 -15%
HT
1050
Heritage Trust
Oklahoma
$41.1M -$321K -990 -0.8%

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.