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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
AC
1551
Alley Company
Illinois
$20M +$267K +822 +1%
LWANC
1552
Laurel Wealth Advisors (North Carolina)
North Carolina
$20M -$294K -907 -2%
SCM
1553
Sirios Capital Management
Massachusetts
$20M -$1.58M -4,887 -8%
QCG
1554
Quadrant Capital Group
Ohio
$19.9M +$917K +2,828 +5%
BB
1555
Berkshire Bank
Massachusetts
$19.9M +$146K +451 +0.8%
BS
1556
Bessemer Securities
New York
$19.9M +$3.52M +10,849 +22%
SVWAG
1557
Sound View Wealth Advisors Group
Georgia
$19.9M -$117K -362 -0.6%
SFG
1558
SevenBridge Financial Group
Pennsylvania
$19.9M +$112K +345 +0.6%
WA
1559
Winfield Associates
Ohio
$19.9M -$148K -457 -0.8%
NCL
1560
Nishkama Capital LLC
Puerto Rico
$19.8M -$20.3M -62,530 -51%
PAIM
1561
Punch & Associates Investment Management
Minnesota
$19.8M -$714K -2,202 -4%
MC
1562
Middleton & Co
Massachusetts
$19.7M -$21.1K -65 -0.1%
DI
1563
Diligent Investors
California
$19.7M +$31.8K +98 +0.2%
JWM
1564
JGP Wealth Management
Oregon
$19.7M +$652K +2,010 +3%
AIM
1565
Arcadia Investment Management
Michigan
$19.6M -$468K -1,445 -2%
CPIG
1566
Chicago Partners Investment Group
Illinois
$19.6M +$272K +838 +1%
AP
1567
Americana Partners
Texas
$19.6M +$4.25M +13,102 +29%
AWE
1568
Avidian Wealth Enterprises
Texas
$19.6M +$6.66M +20,540 +54%
RIM
1569
Regent Investment Management
Kentucky
$19.6M +$611K +1,885 +3%
SAM
1570
Sompo Asset Management
Japan
$19.6M -$1.45M -4,470 -7%
BRCM
1571
Bright Rock Capital Management
Massachusetts
$19.5M +$3.24M +10,000 +21%
AWA
1572
Aaron Wealth Advisors
Illinois
$19.5M +$1M +3,088 +6%
MSAM
1573
Moloney Securities Asset Management
Missouri
$19.5M -$408K -1,257 -2%
BEAM
1574
Baker Ellis Asset Management
Washington
$19.4M -$440K -1,356 -2%
SV
1575
Sturgeon Ventures
United Kingdom
$19.4M -$945K -2,915 -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.