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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
EBSAM
1301
Eubel Brady & Suttman Asset Management
Ohio
$28.9M -$416K -1,284 -1%
ILCM
1302
Ivy Lane Capital Management
Florida
$28.9M
IPAM
1303
ICICI Prudential Asset Management
India
$28.9M +$2.7M +8,316 +11%
HSA
1304
HBK Sorce Advisory
Pennsylvania
$28.8M +$116K +359 +0.4%
CC
1305
Cadinha & Co
Hawaii
$28.7M -$2.22M -6,857 -7%
BFC
1306
Blue Fin Capital
Rhode Island
$28.7M -$719K -2,219 -3%
ECG
1307
Edge Capital Group
Georgia
$28.6M -$1.27M -3,906 -4%
CB
1308
Cadence Bank
Mississippi
$28.5M -$274K -846 -1%
CT
1309
Caldwell Trust
Florida
$28.5M +$30.8K +95 +0.1%
CCG
1310
Cypress Capital Group
Florida
$28.5M +$1.31M +4,031 +5%
JA
1311
JLB & Associates
Michigan
$28.4M -$1.82M -5,616 -6%
IPGDR
1312
Investidor Profissional Gestao de Recursos
Brazil
$28.4M -$10.7M -33,088 -28%
CCA
1313
Cobblestone Capital Advisors
New York
$28.4M -$100K -309 -0.4%
WCMN
1314
Westchester Capital Management (Nebraska)
Nebraska
$28.3M -$1.01M -3,111 -4%
IAN
1315
Integrated Advisors Network
Texas
$28.2M -$957K -2,953 -3%
GCAC
1316
Guardian Capital Advisors (Canada)
Ontario, Canada
$28.1M -$903K -2,786 -3%
CAM
1317
Covenant Asset Management
New Jersey
$28.1M +$9.4K +29 +0%
RIG
1318
RiverFront Investment Group
Virginia
$28.1M +$1.18M +3,635 +5%
LIA
1319
LS Investment Advisors
Michigan
$28M -$5.71M -17,614 -17%
BTWM
1320
Baker Tilly Wealth Management
Wisconsin
$28M +$2.57M +7,914 +10%
KWMG
1321
King Wealth Management Group
Florida
$28M -$37.9K -117 -0.1%
RCM
1322
Rings Capital Management
Illinois
$27.9M
SP
1323
Symmetry Partners
Connecticut
$27.9M -$296K -912 -1%
MKC
1324
M. Kraus & Co
Vermont
$27.9M -$274K -846 -1%
BMM
1325
Buffington Mohr McNeal
Idaho
$27.9M -$355K -1,094 -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.