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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
FAG
2351
Fortitude Advisory Group
Washington
$8.23M +$7.94M +24,483 New
CPC
2352
Congress Park Capital
New York
$8.23M -$149K -460 -2%
CWC
2353
Carolinas Wealth Consulting
North Carolina
$8.22M -$4.32M -13,325 -35%
VBCG
2354
Valley Brook Capital Group
Pennsylvania
$8.22M +$228K +704 +3%
AMC
2355
Asset Management Corp
Illinois
$8.21M -$320K -987 -4%
VAG
2356
VisionPoint Advisory Group
Texas
$8.21M -$170K -523 -2%
SW
2357
SlateStone Wealth
Florida
$8.2M +$1.37M +4,231 +21%
CST
2358
Charles Schwab Trust
Nevada
$8.2M +$393K +1,211 +5%
CM
2359
Capula Management
Cayman Islands
$8.17M -$32.1M -98,970 -80%
VAM
2360
Vienna Asset Management
California
$8.16M +$7.86M +24,255 New
SIM
2361
Studio Investment Management
Illinois
$8.15M -$1.67M -5,156 -18%
WI
2362
WrapManager Inc
California
$8.14M -$288K -887 -4%
AFC
2363
AFT Forsyth & Company
Florida
$8.13M -$135K -416 -2%
ATFA
2364
All Terrain Financial Advisors
Minnesota
$8.13M -$597K -1,841 -7%
QCM
2365
Quest Capital Management
Texas
$8.11M -$10.1K -31 -0.1%
ARI
2366
Applied Research Investments
Delaware
$8.11M -$55.1K -170 -0.7%
TF
2367
TRH Financial
Iowa
$8.08M +$699K +2,156 +10%
FDC
2368
Flight Deck Capital
California
$8.07M +$7.78M +24,000 New
AIC
2369
Ayalon Insurance Company
Israel
$8.06M +$17.2K +53 +0.2%
WPW
2370
Warther Private Wealth
Ohio
$8.06M +$1.04M +3,197 +15%
TLP
2371
Trinity Legacy Partners
Texas
$8.05M +$187K +577 +2%
PRWA
2372
Platte River Wealth Advisors
Colorado
$8.04M -$373K -1,150 -4%
BPIH
2373
Broad Peak Investment Holdings
Singapore
$8.04M +$7.75M +23,900 New
BA
2374
Bridgewater Advisors
New York
$8.03M -$101K -311 -1%
FIM
2375
Freedom Investment Management
Connecticut
$8.01M -$690K -2,128 -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.