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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
Koshinski Asset Management
1576
Koshinski Asset Management
Illinois
$19.4M +$1.09M +3,358 +6%
PT
1577
Plimoth Trust
Massachusetts
$19.4M -$170K -524 -0.9%
MSFP
1578
Mark Sheptoff Financial Planning
Connecticut
$19.4M +$70.7K +218 +0.4%
M
1579
Mirova
France
$19.4M +$2.52M +7,763 +16%
CCM
1580
Crossvault Capital Management
Texas
$19.4M +$9.73K +30 +0.1%
HIC
1581
Holderness Investments Company
North Carolina
$19.4M -$207K -639 -1%
PCM
1582
Pinnbrook Capital Management
New York
$19.4M +$18.7M +57,586 New
III
1583
Independent Investors Inc
New York
$19.3M -$81.1K -250 -0.4%
DSC
1584
Duncker Streett & Co
Missouri
$19.3M -$40.9K -126 -0.2%
SFO
1585
Stokes Family Office
Louisiana
$19.3M +$349K +1,078 +2%
AIA
1586
Allied Investment Advisors
Montana
$19.3M -$219K -676 -1%
IG
1587
Inherent Group
New York
$19.2M -$13.8M -42,600 -43%
CF
1588
Centaurus Financial
California
$19.2M +$1.29M +3,965 +7%
GEA
1589
Glen Eagle Advisors
New Jersey
$19.2M +$1.32M +4,066 +8%
AIA
1590
Angeles Investment Advisors
California
$19.2M +$648K +1,998 +4%
JIC
1591
Joel Isaacson & Co
New York
$19.2M +$248K +765 +1%
LWM
1592
Laidlaw Wealth Management
New York
$19.2M -$94.3K -291 -0.5%
EWM
1593
Executive Wealth Management
Michigan
$19.1M +$1.08M +3,325 +6%
CICI
1594
Capital Investment Counsel Inc
North Carolina
$19.1M +$92.1K +284 +0.5%
VCA
1595
Verdence Capital Advisors
Maryland
$19.1M +$40.5K +125 +0.2%
ZAM
1596
Zevin Asset Management
Massachusetts
$19.1M +$619K +1,910 +3%
NEAM
1597
New England Asset Management
Connecticut
$19.1M -$1.53M -4,715 -8%
RGC
1598
Roberts, Glore & Co
Illinois
$19.1M -$105K -323 -0.6%
TW
1599
TrinityPoint Wealth
Connecticut
$19.1M -$1.72M -5,319 -9%
RWM
1600
Rench Wealth Management
Texas
$19M -$546K -1,685 -3%

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.