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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
CPA
1726
Capital Planning Advisors
California
$16.5M +$349K +1,077 +2%
BWAM
1727
Boyd Watterson Asset Management
Ohio
$16.5M -$73.3K -226 -0.5%
TWMP
1728
Taylor Wealth Management Partners
Massachusetts
$16.5M -$317K -978 -2%
BCB
1729
Brian C. Broderick
$16.5M -$52.5K -162 -0.3%
ACA
1730
Atlas Capital Advisors
Wyoming
$16.5M -$111K -343 -0.7%
WPP
1731
Whalerock Point Partners
Rhode Island
$16.5M +$319K +985 +2%
ITFISA
1732
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.4M -$9.27M -28,594 -37%
WF
1733
Wayfinding Financial
Washington
$16.4M +$17.8M +54,774 New
NB
1734
Northwest Bancshares
Pennsylvania
$16.4M -$1.16M -3,577 -7%
VCM
1735
Virtue Capital Management
Tennessee
$16.4M +$1.45M +4,478 +10%
SEIA
1736
Signature Estate & Investment Advisors
California
$16.4M +$114K +351 +0.7%
BONH
1737
Bank of New Hampshire
New Hampshire
$16.3M -$456K -1,406 -3%
HWM
1738
Hohimer Wealth Management
Washington
$16.3M -$324K -1,000 -2%
NG
1739
NatWest Group
United Kingdom
$16.3M -$4.87M -15,010 -24%
JF
1740
Jump Financial
Illinois
$16.3M +$13.2M +40,636 +521%
ZF
1741
Zhang Financial
Michigan
$16.3M +$10.9M +33,694 +229%
APP
1742
Avantax Planning Partners
Iowa
$16.2M +$432K +1,333 +3%
WTFG
1743
Wells Trecaso Financial Group
Ohio
$16.2M -$1.15M -3,551 -7%
PCP
1744
Proficio Capital Partners
Massachusetts
$16.2M -$483K -1,489 -3%
KPW
1745
Kore Private Wealth
New York
$16.2M -$6.19M -19,102 -28%
TWM
1746
TLW Wealth Management
Florida
$16.2M +$1.62K +5 +0%
B
1747
Barings
North Carolina
$16.1M -$1.1M -3,379 -7%
KFA
1748
Kelleher Financial Advisors
New York
$16.1M -$8.41M -25,930 -35%
UF
1749
Univest Financial
Pennsylvania
$16.1M -$565K -1,743 -4%
BWM
1750
Bulltick Wealth Management
Florida
$16.1M +$31.8K +98 +0.2%

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.