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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
ME
1076
McIlrath & Eck
Washington
$39.6M -$537K -1,657 -1%
CM
1077
Churchill Management
California
$39.5M -$340K -1,049 -0.9%
FNFDCM
1078
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$39.3M -$934K -2,881 -2%
CCP
1079
Clarkston Capital Partners
Michigan
$39.1M -$3.4M -10,501 -8%
DWT
1080
Dorsey & Whitney Trust
South Dakota
$39M +$1.09M +3,350 +3%
BRWM
1081
B. Riley Wealth Management
Tennessee
$39M +$1.77M +5,460 +5%
EFM
1082
E Fund Management
China
$38.9M -$3.76M -11,592 -9%
SGA
1083
Strategic Global Advisors
California
$38.9M +$3.06M +9,444 +9%
FFIC
1084
First Fiduciary Investment Counsel
Ohio
$38.8M -$1.96M -6,049 -5%
Wealth Enhancement Advisory Services
1085
Wealth Enhancement Advisory Services
Minnesota
$38.8M +$2.84M +8,761 +7%
CA
1086
Callahan Advisors
Texas
$38.7M -$206K -634 -0.5%
DHFB
1087
Dixon Hubard Feinour & Brown
Virginia
$38.7M +$8.17M +25,201 +28%
YC
1088
Yarbrough Capital
Tennessee
$38.7M +$37.3M +115,019 New
AC
1089
Addenda Capital
Quebec, Canada
$38.7M -$2.97M -9,147 -7%
DP
1090
Dundas Partners
United Kingdom
$38.7M +$1.76M +5,424 +4%
SS
1091
Simplicity Solutions
Minnesota
$38.6M +$18.1M +55,829 +95%
FTDI
1092
First Trust Direct Indexing
Massachusetts
$38.6M +$306K +944 +0.8%
BLAM
1093
Bourne Lent Asset Management
New York
$38.5M -$123K -380 -0.3%
CC
1094
Cypress Capital
Tennessee
$38.5M +$602K +1,856 +2%
JAMH
1095
Junson Asset Management (HK)
Hong Kong
$38.5M +$15.5M +47,904 +72%
CUAMC
1096
China Universal Asset Management Company
China
$38.4M +$37M +114,226 New
RWA
1097
Ropes Wealth Advisors
Massachusetts
$38.4M -$4.24M -13,074 -10%
PCA
1098
Pallas Capital Advisors
Massachusetts
$38.3M +$554K +1,708 +1%
BCM
1099
BTC Capital Management
Iowa
$38.3M +$93.4K +288 +0.3%
HWM
1100
HB Wealth Management
Georgia
$38.2M +$36.9M +113,666 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.