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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
CNBTD
2376
Citizens National Bank Trust Department
Mississippi
$8M -$4.02M -12,395 -34%
MVA
2377
Mount Vernon Associates
Maryland
$7.99M +$9.73K +30 +0.1%
SIA
2378
Strategic Investment Advisors
Michigan
$7.99M -$529K -1,632 -6%
VCM
2379
Versant Capital Management
Arizona
$7.99M -$62.9K -194 -0.8%
TGAM
2380
TBH Global Asset Management
Tennessee
$7.98M -$1.62K -5 -0%
ACM
2381
Alcosta Capital Management
California
$7.96M +$32.4K +100 +0.4%
KFI
2382
Key Financial Inc
Pennsylvania
$7.96M +$14.9K +46 +0.2%
HHGA
2383
Halbert Hargrove Global Advisors
California
$7.95M -$438K -1,350 -5%
MCM
2384
Monument Capital Management
Virginia
$7.95M -$3.89K -12 -0.1%
WP
2385
WealthShield Partners
North Carolina
$7.95M +$2.21M +6,816 +41%
WA
2386
Wambolt & Associates
Colorado
$7.93M -$64.8K -200 -0.8%
RFWA
2387
RPg Family Wealth Advisory
Massachusetts
$7.92M -$107K -331 -1%
CCA
2388
Childress Capital Advisors
Texas
$7.92M -$256K -789 -3%
B
2389
Brightworth
Georgia
$7.91M +$406K +1,253 +6%
AF
2390
Affiance Financial
Minnesota
$7.91M +$206K +635 +3%
CCFP
2391
Charles Carroll Financial Partners
Massachusetts
$7.91M +$7.62M +23,513 New
WG
2392
Winton Group
United Kingdom
$7.91M +$3.86M +11,916 +103%
TC
2393
Tairen Capital
Hong Kong
$7.9M -$4.35M -13,426 -36%
CAIMH
2394
Central Asset Investments & Management Holdings
Hong Kong
$7.88M +$694K +2,140 +10%
TIAM2
2395
Tru Independence Asset Management 2
Oregon
$7.88M +$923K +2,846 +14%
FNWM
2396
Financial Network Wealth Management
Utah
$7.88M +$25K +77 +0.3%
GWANC
2397
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.88M +$7.59M +23,423 New
DWM
2398
Darwin Wealth Management
Florida
$7.88M -$825K -2,545 -9%
TRIA
2399
Trail Ridge Investment Advisors
Colorado
$7.86M +$7.58M +23,379 New
MCM
2400
McDonough Capital Management
Florida
$7.86M +$7.57M +23,364 New

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.