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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
OPW
2101
Oxler Private Wealth
New York
$10.8M -$69.7K -215 -0.7%
LHC
2102
Little House Capital
Massachusetts
$10.8M +$491K +1,515 +5%
PCA
2103
Providence Capital Advisors
North Carolina
$10.8M -$456K -1,406 -4%
CP
2104
Corbenic Partners
Pennsylvania
$10.8M +$413K +1,273 +4%
DTC
2105
Davidson Trust Company
Washington
$10.8M -$178K -548 -2%
PKC
2106
Palmer Knight Company
Florida
$10.8M -$60K -185 -0.6%
CHA
2107
Carmichael Hill & Associates
Maryland
$10.8M -$12K -37 -0.1%
TPM
2108
Totem Point Management
New York
$10.8M -$4.54M -14,017 -30%
BWL
2109
Bogart Wealth LLC
Virginia
$10.8M -$450K -1,388 -4%
BCM
2110
Blume Capital Management
California
$10.8M -$425K -1,310 -4%
BOPW
2111
Brandywine Oak Private Wealth
Pennsylvania
$10.7M -$61.9K -191 -0.6%
RCA
2112
Roberts Capital Advisors
Colorado
$10.7M +$10.3M +31,919 New
SC
2113
Sawyer & Company
Massachusetts
$10.7M -$44.1K -136 -0.4%
LIM
2114
Loudon Investment Management
New Hampshire
$10.7M -$96.6K -298 -0.9%
BCCM
2115
Bridge Creek Capital Management
Massachusetts
$10.7M -$384K -1,183 -4%
BP
2116
BBR Partners
New York
$10.7M -$15.7M -48,416 -60%
CI
2117
Carroll Investors
South Carolina
$10.6M +$10.3M +31,847 New
COI
2118
Connable Office Inc
Michigan
$10.6M -$403K -1,242 -4%
NB
2119
Nicolet Bankshares
Wisconsin
$10.6M -$238K -735 -2%
MRCM
2120
M&R Capital Management
New Jersey
$10.6M +$49.6K +153 +0.5%
HA
2121
Herold Advisors
New York
$10.6M -$411K -1,268 -4%
LA
2122
LVW Advisors
New York
$10.6M -$1.24M -3,823 -11%
OC
2123
Oarsman Capital
Wisconsin
$10.6M -$935K -2,883 -8%
HA
2124
Hamel Associates
New Jersey
$10.5M +$61.6K +190 +0.6%
FCMT
2125
Founders Capital Management (Texas)
Texas
$10.5M -$210K -649 -2%

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.