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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
STC
2051
Sarah T. Connolly
$11.3M +$2.99M +9,234 +38%
LI
2052
Lafayette Investments
Maryland
$11.3M -$22.7K -70 -0.2%
SFP
2053
Shepherd Financial Partners
Massachusetts
$11.3M +$190K +586 +2%
RDWM
2054
Red Door Wealth Management
Tennessee
$11.3M +$533K +1,645 +5%
SCM
2055
Sitrin Capital Management
California
$11.3M +$26.3K +81 +0.2%
BMWM
2056
Brown Miller Wealth Management
Virginia
$11.3M -$509K -1,569 -4%
HI
2057
Hendershot Investments
Virginia
$11.2M +$87.5K +270 +0.8%
CFG
2058
Cambridge Financial Group
Ohio
$11.2M +$298K +920 +3%
IC
2059
Inscription Capital
Texas
$11.2M +$764K +2,358 +8%
CPO
2060
Cerity Partners OCIO
New York
$11.2M +$1.48M +4,575 +16%
RMAM
2061
Raab & Moskowitz Asset Management
New Jersey
$11.2M +$14.6K +45 +0.1%
PFSC
2062
Peoples Financial Services Corp
Pennsylvania
$11.2M -$298K -920 -3%
MG
2063
Mather Group
Illinois
$11.2M +$2.94M +9,071 +38%
SI
2064
Sora Investors
Pennsylvania
$11.2M +$10.8M +33,165 New
ACM
2065
AlphaCrest Capital Management
New York
$11.1M +$89.8K +277 +0.8%
NME
2066
Notis-McConarty Edward
$11.1M -$509K -1,569 -5%
BFC
2067
Bedel Financial Consulting
Indiana
$11.1M +$26.6K +82 +0.2%
NCGI
2068
Next Century Growth Investors
Minnesota
$11.1M +$1.42M +4,383 +15%
TSWM
2069
Triangle Securities Wealth Management
North Carolina
$11.1M -$337K -1,039 -3%
LPIC
2070
LeJeune Puetz Investment Counsel
Michigan
$11.1M -$94K -290 -0.9%
AWP
2071
Ascent Wealth Partners
New York
$11M -$1.2M -3,715 -10%
CSPIA
2072
Cary Street Partners Investment Advisory
Virginia
$11M +$622K +1,918 +6%
JFA
2073
JNBA Financial Advisors
Minnesota
$11M +$97.9K +302 +0.9%
RAM
2074
Roanoke Asset Management
New Jersey
$11M -$77.8K -240 -0.7%
TIM
2075
Thornburg Investment Management
New Mexico
$11M -$7.92M -24,426 -43%

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.