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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
BRM
1651
Boston Research & Management
Massachusetts
$17.9M -$980K -3,023 -5%
BFM
1652
Boothbay Fund Management
New York
$17.9M -$8.01M -24,702 -32%
TC
1653
Tenere Capital
New York
$17.9M +$17.2M +53,134 New
PCMK
1654
Paragon Capital Management (Kansas)
Kansas
$17.9M -$1.06M -3,260 -6%
PWP
1655
Pursue Wealth Partners
California
$17.8M +$17.2M +53,006 New
IFWM
1656
Institute for Wealth Management
Colorado
$17.8M -$86.6K -267 -0.5%
ERWM
1657
Elk River Wealth Management
Colorado
$17.7M +$466K +1,437 +3%
MCC
1658
Money Concepts Capital
Florida
$17.7M +$17.1M +52,654 New
QI
1659
Qtron Investments
Massachusetts
$17.7M +$307K +947 +2%
CRB
1660
Chad R. Baker
$17.7M
SIC
1661
Sigma Investment Counselors
Michigan
$17.7M -$337K -1,040 -2%
SAM
1662
Strategy Asset Managers
California
$17.6M -$1.26M -3,871 -7%
DCM
1663
Decatur Capital Management
Georgia
$17.6M -$206K -635 -1%
SNB
1664
Security National Bank
Nebraska
$17.6M -$343K -1,057 -2%
GWM
1665
Greenwich Wealth Management
Connecticut
$17.6M +$5.84K +18 +0%
MWM
1666
Mattern Wealth Management
Kansas
$17.5M +$161K +497 +1%
FMWA
1667
Forvis Mazars Wealth Advisors
Missouri
$17.5M +$64.8K +200 +0.4%
MFW
1668
Meristem Family Wealth
Minnesota
$17.5M -$325K -1,001 -2%
CFS
1669
CRA Financial Services
New Jersey
$17.5M +$105K +323 +0.6%
HPIA
1670
Hamilton Point Investment Advisors
North Carolina
$17.5M +$385K +1,188 +2%
SB
1671
Strategic Blueprint
Georgia
$17.5M +$1.55M +4,781 +10%
MWM
1672
Minot Wealth Management
Massachusetts
$17.5M -$268K -828 -2%
RHDIC
1673
R.H. Dinel Investment Counsel
California
$17.4M -$292K -900 -2%
SSI
1674
Scott & Selber Inc
Texas
$17.4M -$143K -441 -0.8%
NP
1675
NorthRock Partners
Minnesota
$17.4M +$2.02M +6,244 +14%

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.