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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
VCM
1426
Vision Capital Management
Oregon
$23.9M -$109K -337 -0.5%
SWA
1427
SFMG Wealth Advisors
Texas
$23.9M +$80.7K +249 +0.4%
SACTSONJ
1428
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$23.8M -$357K -1,100 -2%
C
1429
Chescapmanager
Maryland
$23.8M
BC
1430
Blackhill Capital
New Jersey
$23.8M
HCM
1431
Hutchinson Capital Management
California
$23.8M -$1.27M -3,923 -5%
MPM
1432
MBB Public Markets
Illinois
$23.8M +$22.9M +70,758 New
SCM
1433
Stonebridge Capital Management
California
$23.8M -$1.97M -6,083 -8%
HH
1434
Hilltop Holdings
Texas
$23.7M +$448K +1,383 +2%
SIM
1435
Stratos Investment Management
Ohio
$23.7M -$983K -3,031 -4%
ANTB
1436
AMG National Trust Bank
Colorado
$23.7M -$217K -670 -0.9%
KA
1437
Kovack Advisors
Florida
$23.6M +$316K +974 +1%
CCM
1438
Cohen Capital Management
California
$23.6M
IWM
1439
IHT Wealth Management
Illinois
$23.6M +$4.86K +15 +0%
HKIM
1440
Hayek Kallen Investment Management
Alabama
$23.6M -$562K -1,734 -2%
B
1441
BloombergSen
Ontario, Canada
$23.6M -$62.6K -193 -0.3%
VWA
1442
V Wealth Advisors
Kansas
$23.6M +$152K +469 +0.7%
3CP
1443
3G Capital Partners
New York
$23.5M +$14.6M +45,000 +180%
KC
1444
KCL Capital
New York
$23.5M +$22.7M +70,000 New
AIM
1445
Aigen Investment Management
New York
$23.5M +$23M +71,082 New
IC
1446
Intersect Capital
California
$23.5M -$8.59M -26,493 -28%
GIA
1447
GHP Investment Advisors
Colorado
$23.5M -$1.22M -3,754 -5%
BFPW
1448
BOK Financial Private Wealth
Colorado
$23.5M +$3.17M +9,783 +16%
PAM
1449
Peak Asset Management
Colorado
$23.4M -$671K -2,069 -3%
HFS
1450
Haverford Financial Services
Pennsylvania
$23.4M -$1.45M -4,465 -6%

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.