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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
JIR
1051
James Investment Research
Ohio
$41.1M -$2.76M -8,515 -7%
EF
1052
Empirical Finance
Pennsylvania
$41.1M +$11.3M +34,828 +40%
AAM
1053
Auxier Asset Management
Oregon
$41.1M -$296K -914 -0.7%
CAM
1054
Capco Asset Management
Florida
$41.1M -$172K -531 -0.4%
NIM
1055
Nexus Investment Management
Ontario, Canada
$41M -$1.09M -3,375 -3%
BAM
1056
Bell Asset Management
Australia
$40.9M -$4.47M -13,790 -10%
TGCMU
1057
Titan Global Capital Management USA
New York
$40.8M +$10.5M +32,433 +36%
UBV
1058
United Bank (Virginia)
Virginia
$40.8M -$671K -2,070 -2%
EWM
1059
Empirical Wealth Management
Washington
$40.8M -$2.3M -7,085 -6%
ST
1060
Spinnaker Trust
Maine
$40.6M +$115K +355 +0.3%
MWM
1061
Modera Wealth Management
New Jersey
$40.6M +$23.7M +73,036 +153%
RI
1062
RWWM Inc
California
$40.6M -$156K -481 -0.4%
FWM
1063
Frontier Wealth Management
Missouri
$40.6M +$267K +823 +0.7%
SRC
1064
Shufro Rose & Co
New York
$40.5M -$1.22M -3,750 -3%
DBG
1065
De Burlo Group
Massachusetts
$40.5M -$1.56M -4,810 -4%
RWP
1066
RWA Wealth Partners
Massachusetts
$40.4M +$2.25M +6,945 +6%
TCM
1067
Tufton Capital Management
Maryland
$40.3M -$2.03M -6,269 -5%
CC
1068
Chicago Capital
Illinois
$40.2M -$1.79M -5,530 -4%
ZDA
1069
Zweig-DiMenna Associates
New York
$40.2M -$674K -2,079 -2%
FB
1070
Fulton Bank
Pennsylvania
$40.1M -$1.03M -3,168 -3%
GC
1071
Garde Capital
Washington
$39.9M -$709K -2,186 -2%
WAM
1072
Weatherly Asset Management
California
$39.9M -$592K -1,825 -2%
SW
1073
SteelPeak Wealth
California
$39.8M +$4.37M +13,487 +13%
CA
1074
CapWealth Advisors
Tennessee
$39.7M -$11.9M -36,662 -24%
LA
1075
Lakeside Advisors
Washington
$39.7M +$38.3M +118,038 New

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.