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
TWM
2301
Tradition Wealth Management
Minnesota
$8.67M -$31.4K -97 -0.4%
RIM
2302
Redwood Investment Management
Arizona
$8.66M +$4.68M +14,442 +128%
FPB
2303
First PREMIER Bank
South Dakota
$8.63M +$61K +188 +0.7%
BHA
2304
Beech Hill Advisors
New York
$8.63M -$162K -500 -2%
BIP
2305
Blueprint Investment Partners
North Carolina
$8.62M +$2.44M +7,517 +42%
HIM
2306
Herald Investment Management
United Kingdom
$8.62M -$324K -1,000 -4%
SIM
2307
Seaview Investment Managers
Florida
$8.61M +$1.17M +3,613 +16%
IP
2308
Investment Partners
Ohio
$8.61M -$139K -430 -2%
IRAG
2309
Investment Research & Advisory Group
Georgia
$8.61M -$223K -689 -3%
T
2310
TCWP
Ohio
$8.6M +$8.29M +25,571 New
LCM
2311
Legato Capital Management
California
$8.6M
PCM
2312
Poehling Capital Management
Wisconsin
$8.56M -$154K -475 -2%
MCCP
2313
Mission Creek Capital Partners
California
$8.56M -$579K -1,785 -7%
SAS
2314
Stelac Advisory Services
New York
$8.55M -$59.7K -184 -0.7%
AIA
2315
Affinity Investment Advisors
California
$8.52M -$209K -644 -2%
BL
2316
BCWM LLC
Kansas
$8.52M +$22.4K +69 +0.3%
AIM
2317
Aurora Investment Managers
Florida
$8.51M -$129K -397 -2%
SDWMA
2318
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.51M -$14.3K -44 -0.2%
CJFS
2319
Coulter & Justus Financial Services
Tennessee
$8.5M +$8.2M +25,278 New
SC
2320
Solstein Capital
California
$8.5M -$300K -924 -4%
PP
2321
Paloma Partners
Connecticut
$8.49M +$8.19M +25,249 New
UWM
2322
Udine Wealth Management
Florida
$8.48M +$8.17M +25,210 New
LSWM
2323
Lorne Steinberg Wealth Management
Canada
$8.47M -$6.81K -21 -0.1%
KI
2324
Kapitalo Investimentos
Brazil
$8.47M -$1.91M -5,891 -19%
PAMP
2325
Polar Asset Management Partners
Ontario, Canada
$8.46M +$6.29M +19,396 +336%

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.