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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
SWM
1251
SeaCrest Wealth Management
New York
$30.5M -$318K -982 -1%
PAS
1252
Professional Advisory Services
Florida
$30.5M -$2.8M -8,625 -9%
BS
1253
Boenning & Scattergood
Pennsylvania
$30.5M -$35K -108 -0.1%
CQS
1254
Credential Qtrade Securities
$30.4M +$357K +1,102 +1%
OIA
1255
OneDigital Investment Advisors
Kansas
$30.4M +$446K +1,375 +2%
OPS
1256
Orion Portfolio Solutions
Nebraska
$30.4M +$1.77M +5,448 +6%
LSV Asset Management
1257
LSV Asset Management
Illinois
$30.4M
LIM
1258
Leavell Investment Management
Alabama
$30.3M -$50.6K -156 -0.2%
BPM
1259
Bowling Portfolio Management
Ohio
$30.3M -$686K -2,116 -2%
BHB
1260
Bank Hapoalim BM
Israel
$30.3M -$991K -3,056 -3%
CS
1261
Central Securities
New York
$30.3M
MAM
1262
Madison Asset Management
Wisconsin
$30.2M -$1.01M -3,124 -3%
AAIM
1263
American Assets Investment Management
California
$30.2M
CIA
1264
Covington Investment Advisors
Pennsylvania
$30.1M -$431K -1,330 -1%
CI
1265
Conning Inc
Connecticut
$30.1M -$3.98M -12,266 -12%
LMIM
1266
Lockheed Martin Investment Management
Maryland
$30.1M -$13.2M -40,706 -31%
CBB
1267
Citizens Business Bank
California
$30M +$353K +1,088 +1%
MBTD
1268
Mechanics Bank - Trust Department
California
$30M -$243K -748 -0.8%
OMC
1269
Overbrook Management Corp
New York
$30M +$105K +324 +0.4%
WAM
1270
Wallington Asset Management
Indiana
$29.9M -$351K -1,084 -1%
JG
1271
Jefferies Group
New York
$29.8M +$14.7M +45,470 +106%
SGK
1272
Steigerwald Gordon & Koch
Virginia
$29.7M -$638K -1,967 -2%
AGDR
1273
AdamCapital Gestao de Recursos
Brazil
$29.7M -$67.7M -208,753 -70%
AO
1274
Allen Operations
New York
$29.7M
PVH
1275
Psagot Value Holdings
Israel
$29.7M -$4.16M -12,821 -13%

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.