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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
LOAME
1476
Lombard Odier Asset Management (Europe)
United Kingdom
$22.5M -$1.54M -4,749 -7%
NIM
1477
Nicollet Investment Management
Minnesota
$22.5M -$492K -1,516 -2%
MGP
1478
Metis Global Partners
California
$22.5M +$21.7M +66,815 New
CWA
1479
Canvas Wealth Advisors
Kansas
$22.5M +$566K +1,747 +3%
BCMO
1480
Buckingham Capital Management (Ohio)
Ohio
$22.4M -$606K -1,868 -3%
BDF
1481
Balasa Dinverno & Foltz
$22.4M +$292K +902 +1%
SCM
1482
Soros Capital Management
New York
$22.4M +$21.6M +66,700 New
PWMAG
1483
Pinnacle Wealth Management Advisory Group
New Jersey
$22.4M +$12.7M +39,108 +142%
BP
1484
Broadleaf Partners
Ohio
$22.3M -$198K -610 -0.9%
KC
1485
Knuff & Co
California
$22.3M +$5.12M +15,804 +31%
OCM
1486
One Capital Management
California
$22.3M +$7.69M +23,733 +56%
RWA
1487
River Wealth Advisors
Pennsylvania
$22.3M +$485K +1,497 +2%
HIM
1488
Harbour Investment Management
Washington
$22.2M -$749K -2,310 -3%
SAM
1489
Stansberry Asset Management
Texas
$22.1M -$7.12M -21,972 -25%
EAM
1490
EULAV Asset Management
Florida
$22.1M -$666K -2,054 -3%
AAS
1491
Ameritas Advisory Services
Nebraska
$22.1M +$21.3M +65,626 New
NPT
1492
Nixon Peabody Trust
Massachusetts
$21.9M +$2.27M +7,004 +12%
BCM
1493
Buckhead Capital Management
Georgia
$21.9M -$416K -1,284 -2%
MAM
1494
Morse Asset Management
Connecticut
$21.8M -$57.1K -176 -0.3%
CT
1495
Chicago Trust
Illinois
$21.8M -$145K -448 -0.7%
ANBT
1496
American National Bank & Trust
Texas
$21.8M -$271K -836 -1%
CP
1497
Capital Planning
Washington
$21.8M +$1.74M +5,378 +9%
TA
1498
TruWealth Advisors
Louisiana
$21.8M +$428K +1,320 +2%
PLFAM
1499
Pineno Levin & Ford Asset Management
Virginia
$21.7M +$99.9K +308 +0.5%
CAM
1500
Cubic Asset Management
Massachusetts
$21.7M -$108K -334 -0.5%

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.