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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
SG
1751
Swarthmore Group
Pennsylvania
$16.1M -$527K -1,625 -3%
AI
1752
AXS Investments
New York
$16.1M +$14M +43,129 +919%
ACM
1753
Argyle Capital Management
Pennsylvania
$16M -$613K -1,890 -4%
CIM
1754
Chapman Investment Management
California
$16M +$1M +3,091 +7%
RCP
1755
Rothschild Capital Partners
New York
$16M +$147K +454 +1%
9WM
1756
9258 Wealth Management
Ohio
$15.9M -$39.9K -123 -0.3%
CCM
1757
Carderock Capital Management
Maryland
$15.9M +$1.12M +3,458 +8%
FFM
1758
Forum Financial Management
Illinois
$15.8M +$15.3M +47,106 New
AA
1759
Altrafin AG
$15.8M +$15.2M +47,002 New
FSCM
1760
First Sabrepoint Capital Management
Texas
$15.8M
SWA
1761
Stratos Wealth Advisors
Ohio
$15.8M +$537K +1,656 +4%
CIC
1762
Chase Investment Counsel
Virginia
$15.8M -$14.3K -44 -0.1%
CBT
1763
Central Bank & Trust
Kentucky
$15.8M -$63.5K -196 -0.4%
TS
1764
Tamar Securities
California
$15.8M -$1.83M -5,651 -11%
NC
1765
NBW Capital
Massachusetts
$15.8M -$498K -1,537 -3%
ST
1766
Somerset Trust
Pennsylvania
$15.8M -$1.36M -4,186 -8%
PI
1767
Pennant Investors
New Jersey
$15.7M -$3.89M -12,000 -20%
SCP
1768
Steamboat Capital Partners
New York
$15.7M +$2.02M +6,228 +15%
JAG
1769
Journey Advisory Group
Kentucky
$15.7M +$2.57M +7,931 +21%
IB
1770
Iyo Bank
Japan
$15.6M +$15.1M +46,455 New
TCCM
1771
Timber Creek Capital Management
Massachusetts
$15.6M +$136K +420 +0.9%
CCM
1772
Consolidated Capital Management
California
$15.6M -$591K -1,822 -4%
BE
1773
Bonness Enterprises
District of Columbia
$15.5M -$64.8K -200 -0.4%
LPT
1774
Legacy Private Trust
Wisconsin
$15.5M +$1.87M +5,773 +14%
TYCC
1775
Texas Yale Capital Corp
Florida
$15.5M +$321K +990 +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.