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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
MCM
1876
Morton Capital Management
California
$13.8M +$13.3M +40,901 New
CG
1877
CFO4Life Group
Texas
$13.7M +$275K +847 +2%
IDP
1878
In-Depth Partners
Florida
$13.7M +$13.2M +40,752 New
IP
1879
Interval Partners
New York
$13.7M +$4.46M +13,750 +51%
JFA
1880
Johanson Financial Advisors
California
$13.7M -$42.8K -132 -0.3%
BHTS
1881
Bar Harbor Trust Services
Maine
$13.7M -$153K -472 -1%
MIM
1882
Morningstar Investment Management
Illinois
$13.7M +$13.2M +40,586 New
LCH
1883
Lee Capital Holdings
New York
$13.6M -$1.43M -4,410 -10%
PL
1884
Parkwood LLC
Ohio
$13.6M -$1.94M -5,973 -13%
SWK
1885
Stephen W. Kidder
$13.6M -$1.54M -4,745 -11%
MJP
1886
Michael J. Puzo
$13.6M +$276K +852 +2%
CCC
1887
Chelsea Counsel Company
California
$13.6M -$160K -492 -1%
AR
1888
Advisory Research
Illinois
$13.5M -$309K -952 -2%
MYIA
1889
Mount Yale Investment Advisors
Colorado
$13.5M +$118K +364 +0.9%
TIA
1890
Tiemann Investment Advisors
California
$13.5M -$249K -769 -2%
TIP
1891
Torray Investment Partners
Maryland
$13.5M -$1.3K -4 -0%
UHC
1892
Union Heritage Capital
Michigan
$13.5M -$3.89M -12,000 -23%
HCA
1893
Harbor Capital Advisors
Illinois
$13.4M +$13M +39,952 New
TNBTD
1894
Trustmark National Bank Trust Department
Mississippi
$13.4M -$249K -768 -2%
MFA
1895
Mayflower Financial Advisors
Massachusetts
$13.4M +$35K +108 +0.3%
LFM
1896
LGT Fund Management
Liechtenstein
$13.4M +$12.9M +39,800 New
AWM
1897
Avior Wealth Management
Nebraska
$13.4M -$290K -895 -2%
JSC
1898
Jackson Square Capital
California
$13.4M +$405K +1,250 +3%
BFO
1899
Biltmore Family Office
North Carolina
$13.3M +$2.7M +8,326 +27%
MWA
1900
Moser Wealth Advisors
Washington
$13.3M -$2.65M -8,184 -17%

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.