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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
KP
1926
Keel Point
Alabama
$12.9M +$6.16K +19 +0%
PWPS
1927
Pinnacle Wealth Planning Services
Ohio
$12.9M +$786K +2,425 +7%
JEST
1928
JTC Employer Solutions Trustee
Jersey
$12.8M +$6.15M +18,954 +99%
BWM
1929
BerganKDV Wealth Management
Minnesota
$12.8M +$240K +740 +2%
WAOTB
1930
Wealth Advisors of Tampa Bay
Florida
$12.8M +$6.24M +19,253 +103%
KNW
1931
Kesler Norman & Wride
Utah
$12.7M +$18.5K +57 +0.2%
SBL
1932
Sargent Bickham Lagudis
Colorado
$12.7M +$417K +1,286 +4%
SIG
1933
Sargent Investment Group
Maryland
$12.7M -$369K -1,139 -3%
BAS
1934
Brown Advisory Securities
Maryland
$12.7M -$7.6M -23,451 -38%
SWM
1935
Soundmark Wealth Management
Washington
$12.7M -$10M -30,873 -45%
JGUA
1936
John G. Ullman & Associates
New York
$12.6M -$152K -468 -1%
HCA
1937
Horan Capital Advisors
Ohio
$12.6M +$275K +848 +2%
WCM
1938
Whitener Capital Management
North Carolina
$12.6M +$288K +889 +2%
EWM
1939
Endurance Wealth Management
Rhode Island
$12.6M -$90.8K -280 -0.7%
WTA
1940
Washington Trust Advisors
Massachusetts
$12.6M +$12.1M +37,407 New
VBFG
1941
Vishria Bird Financial Group
Tennessee
$12.6M +$141K +434 +1%
STB
1942
S&T Bank
Pennsylvania
$12.6M -$301K -929 -2%
BO
1943
Bank OZK
Arkansas
$12.6M -$259K -800 -2%
DBIA
1944
Dumont & Blake Investment Advisors
New Jersey
$12.5M +$28.9K +89 +0.2%
BWA
1945
BDO Wealth Advisors
Florida
$12.5M +$8.11K +25 +0.1%
BFG
1946
Berger Financial Group
Minnesota
$12.5M +$4.14M +12,760 +52%
BAM
1947
Brave Asset Management
New Jersey
$12.5M +$255K +788 +2%
MW
1948
Marcum Wealth
Ohio
$12.4M -$71.3K -220 -0.6%
AWM
1949
Aevitas Wealth Management
Massachusetts
$12.4M -$262K -809 -2%
CA
1950
Crewe Advisors
Utah
$12.4M +$160K +494 +1%

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.