We are live on ! Find out more
MSFT icon

Microsoft

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
HCM
2126
Hillman Capital Management
Maryland
$10.5M -$850K -2,622 -8%
AI
2127
Aperture Investors
New York
$10.5M -$1.13M -3,480 -10%
IIA
2128
IPG Investment Advisors
California
$10.5M +$10.1M +31,221 New
OAMG
2129
Odey Asset Management Group
United Kingdom
$10.5M -$1.41M -4,336 -12%
NAG
2130
Northstar Advisory Group
New Jersey
$10.5M +$8.81M +27,171 +683%
CPA
2131
Cardiff Park Advisors
California
$10.5M +$10.1M +31,089 New
SFM
2132
Signet Financial Management
New Jersey
$10.5M -$431K -1,330 -4%
HCM
2133
Highlander Capital Management
New Jersey
$10.4M
CCM
2134
Copeland Capital Management
Pennsylvania
$10.4M -$240K -740 -2%
CFFP
2135
Center for Financial Planning
Michigan
$10.4M -$18.5K -57 -0.2%
TA
2136
TFG Advisers
Michigan
$10.4M -$169K -520 -2%
FPTW
2137
Franklin, Parlapiano, Turner & Welch
Texas
$10.4M -$507K -1,565 -5%
HZ
2138
Hixon Zuercher
Ohio
$10.4M +$108K +332 +1%
PHIC
2139
Pine Haven Investment Counsel
Massachusetts
$10.4M +$10M +30,941 New
AO
2140
Advisor OS
Illinois
$10.4M +$924K +2,851 +10%
CCM
2141
Carlson Capital Management
Minnesota
$10.4M +$224K +691 +2%
BHBT
2142
Burke & Herbert Bank & Trust
Virginia
$10.4M -$14.6K -45 -0.1%
WA
2143
WealthTrust Axiom
Pennsylvania
$10.3M -$297K -916 -3%
MAG
2144
Mass Ave Global
New York
$10.3M +$9.94M +30,666 New
FBT
2145
First Bank & Trust
South Dakota
$10.3M +$19.8K +61 +0.2%
GP
2146
Geneva Partners
Wisconsin
$10.3M -$86.6K -267 -0.9%
RPWA
2147
Regent Peak Wealth Advisors
Georgia
$10.3M +$307K +947 +3%
HC
2148
HNP Capital
New York
$10.3M +$114K +353 +1%
D
2149
Drystone
Virginia
$10.2M +$9.87M +30,433 New
CCFM
2150
Clear Creek Financial Management
Washington
$10.2M -$801K -2,470 -8%

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.