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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
BFA
1951
Bill Few Associates
Pennsylvania
$12.4M +$12M +36,977 New
PM
1952
Penbrook Management
New York
$12.4M -$272K -840 -2%
SCM
1953
Spreng Capital Management
Ohio
$12.4M -$32.7K -101 -0.3%
RBFC
1954
Roman Butler Fullerton & Co
Missouri
$12.4M +$28.9K +89 +0.2%
TCOK
1955
Trust Company of Kansas
Kansas
$12.4M -$3.8M -11,721 -24%
CCWA
1956
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.4M +$3.17M +9,788 +36%
SAM
1957
Selway Asset Management
$12.4M +$687K +2,120 +6%
FVCM
1958
F&V Capital Management
Florida
$12.3M +$1.06M +3,260 +10%
OIM
1959
Orca Investment Management
Oregon
$12.3M -$302K -933 -2%
MS
1960
Marshall & Sullivan
Washington
$12.3M +$48K +148 +0.4%
RWA
1961
Roberts Wealth Advisors
California
$12.3M -$87.2K -269 -0.7%
KCM
1962
Karp Capital Management
California
$12.3M +$389K +1,200 +3%
AWM
1963
Aries Wealth Management
Maine
$12.3M +$115K +355 +1%
RM
1964
Resource Management
Louisiana
$12.3M +$206K +635 +2%
JWCA
1965
J.W. Coons Advisors
Ohio
$12.3M -$195K -601 -2%
TA
1966
Tiedemann Advisors
New York
$12.3M -$211K -652 -2%
WWM
1967
Westwood Wealth Management
California
$12.3M +$11.8M +36,455 New
AIA
1968
AIMZ Investment Advisors
California
$12.2M +$87.9K +271 +0.8%
PHS
1969
Pekin Hardy Strauss
Illinois
$12.2M -$61.6K -190 -0.5%
GAG
1970
GM Advisory Group
New York
$12.2M -$12K -37 -0.1%
PCR
1971
Potrero Capital Research
California
$12.2M
JWM
1972
Jupiter Wealth Management
Colorado
$12.2M -$405K -1,250 -3%
JCM
1973
Jacobi Capital Management
Pennsylvania
$12.2M +$229K +707 +2%
STA
1974
Summit Trail Advisors
New York
$12.1M +$1.79M +5,507 +18%
SCA
1975
Stokes Capital Advisors
South Carolina
$12.1M -$345K -1,065 -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.