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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
CIC
1351
Cutler Investment Counsel
Oregon
$27M -$2.87M -8,841 -10%
PCM
1352
Princeton Capital Management
New Jersey
$26.9M +$7.46K +23 +0%
WB
1353
Webster Bank
Connecticut
$26.9M -$643K -1,982 -2%
PAG
1354
Private Advisory Group
Washington
$26.9M -$1.92M -5,917 -7%
CCC
1355
Cincinnati Casualty Company
Ohio
$26.9M
CT
1356
Coastline Trust
Rhode Island
$26.7M +$235K +724 +0.9%
TIM
1357
Thompson Investment Management
Wisconsin
$26.7M -$602K -1,857 -2%
CCM
1358
Campbell Capital Management
Florida
$26.6M -$352K -1,086 -1%
WIS
1359
Wright Investors Service
Connecticut
$26.6M -$918K -2,830 -3%
SAM
1360
SP Asset Management
California
$26.6M -$70.4K -217 -0.3%
BIC
1361
Beach Investment Counsel
Pennsylvania
$26.5M -$312K -961 -1%
DA
1362
DCM Advisors
New York
$26.4M +$7.86M +24,239 +45%
PIM
1363
Parker Investment Management
California
$26.3M +$5.79M +17,860 +30%
DAS
1364
Dynamic Advisor Solutions
Arizona
$26.3M +$386K +1,190 +2%
CM
1365
Crestline Management
Texas
$26.2M +$25.3M +78,000 New
M
1366
MOTCO
Texas
$26.2M -$1.1M -3,401 -4%
PMG
1367
ProVise Management Group
Florida
$26.2M +$258K +797 +1%
GIA
1368
Gladstone Institutional Advisory
Florida
$26.1M +$1.8M +5,561 +8%
CIA
1369
CCM Investment Advisers
South Carolina
$26.1M -$2.75M -8,470 -10%
AJ
1370
Ashburton (Jersey)
Jersey
$26.1M -$3.13M -9,658 -11%
AWM
1371
Axxcess Wealth Management
California
$26M +$25.1M +77,296 New
FPCM
1372
Financial Partners Capital Management
New York
$26M -$333K -1,027 -1%
MCM
1373
McRae Capital Management
New Jersey
$25.9M -$157K -483 -0.6%
LWM
1374
Lyell Wealth Management
California
$25.9M +$209K +644 +0.8%
AWG
1375
Alpha Wave Global
New York
$25.9M +$4.85M +14,949 +24%

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.