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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
V
2201
VeraBank
Texas
$9.64M +$366K +1,130 +4%
EFSCE
2202
Enterprise Financial Services Corp (EFSC)
Missouri
$9.64M -$5.08M -15,676 -35%
DAM
2203
Diamant Asset Management
Connecticut
$9.63M -$19.5K -60 -0.2%
MFS
2204
Madrona Financial Services
Washington
$9.63M +$199K +615 +2%
SOAMC
2205
Spirit of America Management Corp
New York
$9.6M -$389K -1,200 -4%
HFS
2206
HBC Financial Services
Washington
$9.6M +$2.92K +9 +0%
HCM
2207
HM Capital Management
Missouri
$9.59M +$2.27M +7,012 +33%
WP
2208
Waycross Partners
Kentucky
$9.59M +$204K +629 +2%
LC
2209
LCNB Corp
Ohio
$9.57M -$56.1K -173 -0.6%
PIM
2210
Platinum Investment Management
Australia
$9.56M
SAM
2211
Socorro Asset Management
Texas
$9.56M -$2.86M -8,812 -24%
MDSL
2212
M.D. Sass LLC
New York
$9.53M +$97.3K +300 +1%
AFP
2213
Ausdal Financial Partners
Iowa
$9.49M -$273K -842 -3%
BWA
2214
Blodgett Wealth Advisors
California
$9.48M +$9.14M +28,183 New
JSL
2215
JT Stratford LLC
Georgia
$9.48M +$299K +922 +3%
ARMC
2216
American Research & Management Company
Massachusetts
$9.44M -$21.4K -66 -0.2%
SWM
2217
Sendero Wealth Management
Texas
$9.43M +$9.09M +28,048 New
GSEP
2218
Golden State Equity Partners
California
$9.41M -$443K -1,367 -5%
HBCM
2219
Heron Bay Capital Management
Michigan
$9.41M +$109K +336 +1%
LSC
2220
Lesa Sroufe & Co
Washington
$9.4M
HBT
2221
Heartland Bank & Trust
Illinois
$9.4M +$134K +414 +2%
CPA
2222
Clear Perspective Advisors
Illinois
$9.37M +$1.18M +3,630 +15%
KTM
2223
Keeler Thomas Management
Utah
$9.37M +$990K +3,055 +12%
MI
2224
Markston International
New York
$9.36M -$1.16M -3,581 -11%
CAM
2225
Costello Asset Management
Pennsylvania
$9.36M -$149K -459 -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.