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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
RC
1626
RBF Capital
California
$18.5M
PS
1627
Pensionfund Sabic
Netherlands
$18.5M
SAM
1628
Shikiar Asset Management
New York
$18.5M +$311K +960 +2%
GWSG
1629
GPS Wealth Strategies Group
Colorado
$18.4M +$211K +650 +1%
CFSG
1630
Community Financial Services Group
Vermont
$18.4M -$106K -327 -0.6%
YWP
1631
YorkBridge Wealth Partners
New York
$18.4M -$70.7K -218 -0.4%
WCF
1632
West Coast Financial
California
$18.4M -$154K -476 -0.9%
GJCM
1633
Grand Jean Capital Management
California
$18.4M +$438K +1,352 +3%
EP
1634
Edgestream Partners
New Jersey
$18.4M +$440K +1,357 +3%
BL
1635
BFSG LLC
California
$18.3M -$88.2K -272 -0.5%
BRC
1636
Bishop Rock Capital
New York
$18.3M -$633K -1,951 -3%
ZIG
1637
Zuckerman Investment Group
Illinois
$18.2M +$96K +296 +0.5%
S
1638
swisspartners
Liechtenstein
$18.2M +$69.7K +215 +0.4%
MWA
1639
Meridian Wealth Advisors
Texas
$18.2M +$104K +321 +0.6%
HW
1640
Hedeker Wealth
Illinois
$18.2M -$310K -956 -2%
FHA
1641
Flagship Harbor Advisors
Massachusetts
$18.2M +$421K +1,300 +2%
HIM
1642
Hotaling Investment Management
Pennsylvania
$18.1M +$213K +657 +1%
CWM
1643
Cornerstone Wealth Management
Missouri
$18.1M +$1.04M +3,197 +6%
AT
1644
Arden Trust
Delaware
$18M -$745K -2,299 -4%
BFA
1645
Benedict Financial Advisors
Georgia
$18M -$1.13M -3,483 -6%
WIA
1646
Westbourne Investment Advisors
Maryland
$18M +$1.67M +5,155 +11%
HFM
1647
Hartford Financial Management
Connecticut
$18M -$196K -604 -1%
CHC
1648
City Holding Co
West Virginia
$18M -$869K -2,681 -4%
SVCF
1649
Silicon Valley Community Foundation
California
$18M +$17.3M +53,447 New
RIA
1650
RPG Investment Advisory
California
$17.9M +$3.57K +11 +0%

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.