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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
VCP
2251
Vista Capital Partners
Oregon
$9.15M -$213K -657 -2%
HIS
2252
Horizon Investment Services
Indiana
$9.14M +$135K +417 +2%
HKIMG
2253
Hutchens & Kramer Investment Management Group
Indiana
$9.12M +$9.73M +30,006 New
WWM
2254
Windsor Wealth Management
Indiana
$9.11M -$321K -989 -3%
PFG
2255
Peterson Financial Group
Iowa
$9.1M +$8.78M +27,066 New
AAM
2256
Ascension Asset Management
New York
$9.1M -$122K -375 -1%
MMM
2257
Mendel Money Management
Illinois
$9.1M -$854K -2,633 -9%
FIS
2258
Fundsmith Investment Services
Mauritius
$9.09M +$11K +34 +0.1%
PSP
2259
Principal Street Partners
Tennessee
$9.08M +$269K +830 +3%
SAM
2260
Stenahm Asset Management
Guernsey
$9.08M +$973K +3,000 +13%
KFBMI
2261
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.08M
AGP
2262
Autumn Glory Partners
Texas
$9.05M +$8.72M +26,908 New
GAAM
2263
Guinness Atkinson Asset Management
California
$9.05M -$304K -938 -3%
CFA
2264
CWS Financial Advisors
Michigan
$9.02M +$8.7M +26,831 New
ACM
2265
Anabranch Capital Management
Connecticut
$9M +$2.24M +6,896 +35%
KA
2266
Kercheville Advisors
Texas
$8.99M -$5.84K -18 -0.1%
MPA
2267
Marvin & Palmer Associates
Delaware
$8.98M -$1.56M -4,815 -15%
ECM
2268
EagleClaw Capital Management
Massachusetts
$8.97M +$794K +2,449 +10%
BIM
2269
Barton Investment Management
Pennsylvania
$8.97M
ACM
2270
Ayrshire Capital Management
Connecticut
$8.96M +$20.1K +62 +0.2%
OAM
2271
Occidental Asset Management
California
$8.95M +$142K +439 +2%
S
2272
SimplyRich
California
$8.95M -$49.3K -152 -0.6%
AC
2273
Asio Capital
Kentucky
$8.94M +$165K +508 +2%
SFI
2274
SPC Financial Inc
Maryland
$8.93M -$482K -1,486 -5%
EWG
2275
Executive Wealth Group
Washington
$8.93M -$1.13M -3,480 -12%

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.