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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
CHP
1226
Castle Hook Partners
New York
$31.6M -$115M -356,218 -79%
EVM
1227
Evelyn V. Moreno
$31.6M +$2.73M +8,410 +10%
PJSIMP
1228
P.J. Schmidt Investment Management (PJS)
Wisconsin
$31.6M -$1.01M -3,127 -3%
OPCM
1229
Osborne Partners Capital Management
California
$31.6M +$286K +881 +0.9%
RPC
1230
Rossmore Private Capital
Connecticut
$31.6M -$20.1K -62 -0.1%
FGP
1231
Foyston, Gordon, & Payne
Ontario, Canada
$31.5M -$6.62M -20,409 -18%
VWA
1232
Visionary Wealth Advisors
Illinois
$31.5M -$448K -1,382 -1%
BFEC
1233
Benjamin F. Edwards & Company
Missouri
$31.5M +$3.06M +9,453 +11%
DSAM
1234
Dock Street Asset Management
Florida
$31.4M +$328K +1,012 +1%
LFAS
1235
Level Four Advisory Services
Texas
$31.4M +$7.45M +22,982 +33%
BCM
1236
Brookstone Capital Management
Illinois
$31.4M +$1.7M +5,243 +6%
FSA
1237
Fort Sheridan Advisors
Illinois
$31.4M +$139K +430 +0.5%
GIP
1238
Greatmark Investment Partners
Georgia
$31.4M -$251K -773 -0.8%
RSWM
1239
Robertson Stephens Wealth Management
California
$31.3M +$8.99M +27,727 +42%
DJSG
1240
D.J. St. Germain
Massachusetts
$31.3M +$583K +1,797 +2%
EWM
1241
Edge Wealth Management
New York
$31.3M +$381K +1,175 +1%
DAC
1242
Dividend Assets Capital
South Carolina
$31.2M -$1.78M -5,503 -6%
TCM
1243
Thames Capital Management
New Jersey
$31.1M -$124K -381 -0.4%
LWAC
1244
Laurel Wealth Advisors (California)
California
$30.8M +$7.41M +22,851 +33%
FMBTD
1245
First Midwest Bank Trust Division
Illinois
$30.8M -$1.48M -4,566 -5%
GAM
1246
Griffin Asset Management
New York
$30.8M -$2.03M -6,247 -6%
VAS
1247
Vestmark Advisory Solutions
Massachusetts
$30.8M +$1.52M +4,698 +5%
UAS
1248
United Asset Strategies
New York
$30.8M -$2.29M -7,072 -7%
GL
1249
Governors Lane
New York
$30.6M -$18.2M -56,218 -38%
WANY
1250
Wealthspire Advisors (New York)
New York
$30.5M -$1.65M -5,103 -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.