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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
SC
2026
Searle & Co
Connecticut
$11.5M -$45.7K -141 -0.4%
BCA
2027
Bray Capital Advisors
Florida
$11.5M +$112K +344 +1%
SFP
2028
Sandbox Financial Partners
Maryland
$11.5M +$550K +1,696 +5%
PAMG
2029
Patton Albertson Miller Group
Tennessee
$11.4M -$80.7K -249 -0.7%
TWA
2030
TCI Wealth Advisors
Arizona
$11.4M -$9.14M -28,184 -45%
LAIC
2031
Lederer & Associates Investment Counsel
California
$11.4M -$76.2K -235 -0.7%
CWM
2032
Concentric Wealth Management
California
$11.4M -$476K -1,468 -4%
OGC
2033
Oak Grove Capital
New Hampshire
$11.4M -$1.11M -3,434 -9%
CNC
2034
Citizens & Northern Corp
Pennsylvania
$11.4M -$586K -1,809 -5%
MCM
2035
McMillion Capital Management
North Carolina
$11.4M -$67.8K -209 -0.6%
PL
2036
Plancorp LLC
Missouri
$11.4M -$1.36M -4,194 -11%
TFA
2037
Teamwork Financial Advisors
Texas
$11.4M +$2.49M +7,679 +29%
JHA
2038
Jackson Hill Advisors
Texas
$11.4M +$10.9M +33,750 New
CWM
2039
Chesapeake Wealth Management
Virginia
$11.3M -$355K -1,094 -3%
NCM
2040
Northside Capital Management
Oregon
$11.3M -$1.55M -4,779 -12%
OPA
2041
Old Port Advisors
Maine
$11.3M -$463K -1,427 -4%
NCM
2042
Northwest Capital Management
Oregon
$11.3M +$288K +889 +2%
BWM
2043
BNC Wealth Management
Oregon
$11.3M +$632K +1,950 +6%
FTB
2044
First Trust Bank
Bahamas
$11.3M
GMA
2045
Glassy Mountain Advisors
Maryland
$11.3M +$10.9M +33,640 New
CA
2046
Cambridge Advisors
Nebraska
$11.3M -$331K -1,022 -3%
MC
2047
Miramar Capital
Illinois
$11.3M -$119K -367 -1%
RCM
2048
Riverpark Capital Management
New York
$11.3M -$3.46M -10,673 -24%
CA
2049
Claro Advisors
Massachusetts
$11.3M +$127K +391 +1%
FBT
2050
First Bankers Trust
Kentucky
$11.3M -$345K -1,064 -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.