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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
SIA
1676
Schechter Investment Advisors
Michigan
$17.4M +$16.8M +51,741 New
NAM
1677
NTV Asset Management
West Virginia
$17.4M -$145K -447 -0.9%
LOAMS
1678
Lombard Odier Asset Management (Switzerland)
Switzerland
$17.3M -$3.44M -10,623 -17%
WFG
1679
Wills Financial Group
Virginia
$17.3M
AIM
1680
ARK Investment Management
Florida
$17.3M -$3.72M -11,489 -18%
SCM
1681
Southport Capital Management
Tennessee
$17.3M +$10.5M +32,321 +169%
GLA
1682
Good Life Advisors
Pennsylvania
$17.3M +$258K +797 +2%
JRP
1683
Jasper Ridge Partners
California
$17.3M
ISB
1684
Iowa State Bank
Iowa
$17.3M +$1.19M +3,659 +8%
HIC
1685
Harbor Island Capital
Massachusetts
$17.2M -$97.3K -300 -0.6%
OPTFSNA
1686
Old Point Trust & Financial Services N A
Virginia
$17.2M -$222K -685 -1%
CCM
1687
Condor Capital Management
New Jersey
$17.2M -$830K -2,560 -5%
TPWA
1688
TRUE Private Wealth Advisors
Oregon
$17.2M +$267K +823 +2%
BCP
1689
Bluegrass Capital Partners
Florida
$17.2M
TPM
1690
Triasima Portfolio Management
Quebec, Canada
$17.1M -$429K -1,322 -3%
FNB
1691
Farmers National Bank
Kentucky
$17.1M -$653K -2,013 -4%
FM
1692
Family Management
New York
$17.1M +$232K +717 +1%
FNBTCON
1693
First National Bank & Trust Co of Newtown
Pennsylvania
$17.1M -$377K -1,163 -2%
KA
1694
Kerrisdale Advisers
Florida
$17.1M -$5.05M -15,575 -23%
WAS
1695
Winch Advisory Services
Wisconsin
$17.1M -$103K -319 -0.6%
OC
1696
Oakworth Capital
Alabama
$17M +$572K +1,764 +4%
HWAM
1697
Hennion & Walsh Asset Management
New Jersey
$17M +$661K +2,040 +4%
SFM
1698
Sphera Funds Management
Israel
$17M -$5.51M -17,000 -25%
HWA
1699
HCR Wealth Advisors
California
$17M +$994K +3,067 +6%
FFA
1700
Fragasso Financial Advisors
Pennsylvania
$17M -$414K -1,278 -2%

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.