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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
O
1101
Ossiam
France
$38.1M +$2.74M +8,452 +8%
RFA
1102
Reilly Financial Advisors
California
$38M -$3.81M -11,766 -9%
JCM
1103
Janney Capital Management
Pennsylvania
$38M -$694K -2,142 -2%
TW
1104
Transform Wealth
Colorado
$37.9M -$525K -1,618 -1%
PCM
1105
Pennsylvania Capital Management
Pennsylvania
$37.9M +$3.12M +9,609 +9%
GIM
1106
Goelzer Investment Management
Indiana
$37.5M -$2M -6,178 -5%
HVIA
1107
Hudson Valley Investment Advisors
New York
$37.5M -$721K -2,224 -2%
CCT
1108
Country Club Trust
Missouri
$37.4M +$2.61M +8,055 +8%
HAM
1109
HHR Asset Management
New Jersey
$37.4M -$8.41M -25,954 -19%
FA
1110
Fagan Associates
New York
$37.3M +$87.5K +270 +0.2%
CA
1111
Claar Advisors
New York
$37.2M -$195K -600 -0.5%
PAM
1112
Private Asset Management
California
$37.2M -$77.8K -240 -0.2%
FG
1113
Fiduciary Group
Georgia
$37.2M -$156K -480 -0.4%
VWM
1114
Valley Wealth Managers
New Jersey
$37.1M -$1.72M -5,319 -5%
GGS
1115
Galvin Gaustad & Stein
Arizona
$37M -$1.82M -5,606 -5%
SAM
1116
Sycomore Asset Management
France
$36.9M -$4.76M -14,675 -12%
ACL
1117
APEIRON Capital Ltd
Hong Kong
$36.9M +$1.2M +3,700 +3%
HAIM
1118
Hunter Associates Investment Management
Pennsylvania
$36.8M -$919K -2,836 -3%
EH
1119
Equitable Holdings
New York
$36.6M +$1.88M +5,803 +6%
Capstone Investment Advisors
1120
Capstone Investment Advisors
New York
$36.6M -$94.9M -292,814 -73%
HR
1121
Howe & Rusling
New York
$36.6M -$419K -1,293 -1%
AHC
1122
Anderson Hoagland & Co
Missouri
$36.6M +$2.19M +6,750 +6%
PWAG
1123
Polaris Wealth Advisory Group
California
$36.6M -$412K -1,272 -1%
FCIM
1124
Fairview Capital Investment Management
California
$36.6M +$522K +1,611 +2%
KJWM
1125
Kiley Juergens Wealth Management
Washington
$36.5M +$419K +1,292 +1%

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.