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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
EAM
2226
Evanson Asset Management
California
$9.36M +$47.3K +146 +0.5%
SS
2227
Sunbelt Securities
Texas
$9.32M +$128K +394 +1%
AWA
2228
Amplius Wealth Advisors
Pennsylvania
$9.3M +$8.96M +27,644 New
EAM
2229
Eukles Asset Management
Ohio
$9.29M +$259K +798 +3%
PSB
2230
Piscataqua Savings Bank
New Hampshire
$9.27M -$137K -424 -2%
SSWM
2231
Sheets Smith Wealth Management
North Carolina
$9.27M +$142K +438 +2%
JHCP
2232
Jackson Hole Capital Partners
Oklahoma
$9.27M +$222K +686 +3%
ED
2233
Exane Derivatives
France
$9.26M -$3.03M -9,338 -25%
AWM
2234
Affinity Wealth Management
Delaware
$9.26M -$7.46K -23 -0.1%
BBA
2235
Braun-Bostich & Associates
Pennsylvania
$9.26M +$8.6M +26,513 +730%
GFG
2236
Greystone Financial Group
Michigan
$9.25M +$1.53M +4,727 +21%
CA
2237
CoreCap Advisors
Michigan
$9.24M +$8.91M +27,483 New
FPCP
2238
Fort Point Capital Partners
California
$9.24M +$959K +2,959 +12%
FIM
2239
FWL Investment Management
Texas
$9.24M -$64.8K -200 -0.7%
NC
2240
NovaPoint Capital
Georgia
$9.23M +$380K +1,171 +4%
CA
2241
Continuum Advisory
Idaho
$9.21M -$218K -673 -2%
SCM
2242
Stevens Capital Management
Pennsylvania
$9.21M +$3.13M +9,653 +54%
CCG
2243
Chatham Capital Group
Georgia
$9.21M -$52.5K -162 -0.6%
SCM
2244
SOL Capital Management
Maryland
$9.21M -$13K -40 -0.1%
PCM
2245
Portolan Capital Management
Massachusetts
$9.2M -$5.76M -17,762 -39%
LCM
2246
Liberty Capital Management
Michigan
$9.17M -$240K -741 -3%
MCP
2247
Mirador Capital Partners
California
$9.17M +$288K +887 +3%
SOW
2248
State of Wyoming
Wyoming
$9.17M +$1.46M +4,508 +20%
AC
2249
Annandale Capital
Texas
$9.16M -$554K -1,709 -6%
GSWM
2250
Golden State Wealth Management
California
$9.15M +$1.77M +5,458 +25%

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.