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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
SSA
1451
South Street Advisors
New York
$23.3M -$16.5K -51 -0.1%
CANY
1452
Caxton Associates (New York)
New York
$23.2M +$4.47M +13,791 +25%
ETI
1453
Enterprise Trust & Investment
California
$23.2M -$1.47M -4,525 -6%
NFAM
1454
North Fourth Asset Management
New Jersey
$23.2M +$3.31M +10,200 +17%
LBA
1455
Lowell Blake & Associates
Massachusetts
$23.2M +$1.44M +4,428 +7%
AWAG
1456
ARS Wealth Advisors Group
Florida
$23.2M -$324K -999 -1%
TFA
1457
Toth Financial Advisory
Virginia
$23.1M -$362K -1,118 -2%
FFN
1458
Focus Financial Network
Minnesota
$23.1M +$864K +2,666 +4%
RIG
1459
Renaissance Investment Group
Massachusetts
$23.1M -$1.41M -4,358 -6%
NFG
1460
Next Financial Group
Texas
$23M +$302K +931 +1%
LJHT
1461
Laurie J. Hall Trustee
$23M -$883K -2,723 -4%
LSAG
1462
Lake Street Advisors Group
New Hampshire
$23M +$275K +849 +1%
FTC
1463
Farmers Trust Company
Ohio
$23M -$1.04M -3,211 -4%
PWW
1464
Pettyjohn Wood & White
Virginia
$23M -$638K -1,969 -3%
IAIM
1465
International Assets Investment Management
Florida
$22.8M -$1.12M -3,465 -3%
CNB
1466
Camden National Bank
Maine
$22.8M -$716K -2,207 -3%
FMTC
1467
Farmers & Merchants Trust Company
California
$22.8M +$355K +1,095 +2%
BGDI
1468
BW Gestao de Investimentos
Brazil
$22.7M +$1.13M +3,500 +5%
CB
1469
Community Bank
New York
$22.7M -$2.67M -8,225 -11%
LG
1470
Leuthold Group
Minnesota
$22.7M -$536K -1,652 -2%
CVM
1471
Cheviot Value Management
California
$22.7M -$1.03M -3,164 -4%
NO
1472
Ninety One
South Africa
$22.7M +$7.41M +22,870 +51%
QCM
1473
Quantinno Capital Management
New York
$22.6M +$21.3M +65,847 +4,947%
WIC
1474
Woodmont Investment Counsel
Tennessee
$22.6M +$633K +1,951 +3%
ANHIM
1475
Alan N. Hoffman Investment Management
Massachusetts
$22.6M +$332K +1,023 +2%

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.