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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
NMG
1801
New Millennium Group
Utah
$15.1M +$14.6M +44,923 New
AAF
1802
Andra AP-fonden
Sweden
$15.1M -$1.95M -6,000 -12%
ACM
1803
AlphaStar Capital Management
North Carolina
$15.1M +$702K +2,165 +5%
IPW
1804
Inlet Private Wealth
Florida
$15.1M -$64.5K -199 -0.4%
MC
1805
Muhlenkamp & Co
Pennsylvania
$15M -$8.43K -26 -0.1%
WCM
1806
Wisconsin Capital Management
Wisconsin
$15M -$90.8K -280 -0.6%
WKWM
1807
Walter & Keenan Wealth Management
Indiana
$15M -$1.19M -3,669 -8%
SIA
1808
Soltis Investment Advisors
Utah
$15M +$1.04M +3,195 +8%
AG
1809
Ascent Group
Virginia
$15M +$16.4M +50,668 New
SCM
1810
Salem Capital Management
Massachusetts
$15M -$365K -1,125 -2%
NL
1811
NVWM LLC
Pennsylvania
$15M +$1.19M +3,685 +9%
WP
1812
WealthSource Partners
California
$14.9M -$961K -2,965 -6%
QPW
1813
Quantum Private Wealth
Florida
$14.9M +$14.4M +44,363 New
FWC
1814
First Washington Corp
Washington
$14.9M -$55.4K -171 -0.4%
FPS
1815
Fieldpoint Private Securities
Connecticut
$14.9M -$72.6K -224 -0.5%
CBTWT
1816
Community Bank & Trust (Waco, Texas)
Texas
$14.9M -$88.8K -274 -0.6%
NWM
1817
NEIRG Wealth Management
Massachusetts
$14.9M +$14.4M +44,320 New
BA
1818
Baugh & Associates
Georgia
$14.9M -$67.8K -209 -0.5%
B
1819
Bensler
Washington
$14.9M +$14.4M +44,286 New
SBWIC
1820
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.9M +$26.3K +81 +0.2%
NIP
1821
Nicholas Investment Partners
California
$14.9M +$8.16M +25,161 +132%
CIAS
1822
Capital Investment Advisory Services
North Carolina
$14.8M -$96.6K -298 -0.7%
DPIM
1823
Duff & Phelps Investment Management
Illinois
$14.8M -$954K -2,943 -6%
RC
1824
Resonate Capital
California
$14.8M +$14.3M +44,142 New
IP
1825
Isthmus Partners
Wisconsin
$14.8M -$416K -1,282 -3%

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.