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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
Fuller & Thaler Asset Management
2076
Fuller & Thaler Asset Management
California
$11M -$767K -2,367 -7%
SIA
2077
SeaBridge Investment Advisors
New Jersey
$11M -$43.8K -135 -0.4%
GWCM
2078
Godshalk Welsh Capital Management
Pennsylvania
$11M -$195K -600 -2%
HCM
2079
Hollencrest Capital Management
California
$11M +$77.8K +240 +0.7%
CWM
2080
C2C Wealth Management
Arizona
$11M +$10.6M +32,666 New
BL
2081
Balentine LLC
Georgia
$11M +$3.38M +10,417 +47%
GBT
2082
Grove Bank & Trust
Florida
$11M +$248K +764 +2%
UCMOK
2083
United Capital Management of KS
Kansas
$11M +$193K +596 +2%
FP
2084
Financial Perspectives
Minnesota
$10.9M +$324 +1 +0%
NDSI
2085
Newman Dignan & Sheerar Inc
Rhode Island
$10.9M -$257K -794 -2%
SDJVC
2086
St. Denis J. Villere & Co
Louisiana
$10.9M -$122K -375 -1%
MFG
2087
MidWestOne Financial Group
Iowa
$10.9M +$36.3K +112 +0.3%
SCM
2088
Saber Capital Management
North Carolina
$10.9M +$10.5M +32,454 New
CI
2089
CX Institutional
Indiana
$10.9M -$61.9K -191 -0.6%
CF
2090
Clarity Financial
Texas
$10.9M +$1.93M +5,964 +23%
AGAM
2091
Audent Global Asset Management
California
$10.9M +$10.5M +32,418 New
MC
2092
MRJ Capital
New York
$10.9M -$671K -2,070 -6%
XI
2093
XXEC Inc
Oklahoma
$10.9M -$32.4K -100 -0.3%
RA
2094
RFG Advisory
Alabama
$10.9M +$893K +2,753 +9%
QC
2095
Quent Capital
New York
$10.9M +$10.5M +32,290 New
CIM
2096
CIM Investment Management
Pennsylvania
$10.9M -$977K -3,013 -9%
BCFD
2097
Boit C.F. David
$10.8M
PWSG
2098
Pacific Wealth Strategies Group
California
$10.8M -$235K -726 -2%
WCA
2099
Westover Capital Advisors
Delaware
$10.8M +$244K +754 +2%
AWA
2100
Arete Wealth Advisors
Illinois
$10.8M +$1.67M +5,151 +19%

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.