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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
TAM
2401
Townsend Asset Management
North Carolina
$7.86M +$30.2K +93 +0.4%
FCA
2402
FinTrust Capital Advisors
South Carolina
$7.84M -$99.9K -308 -1%
SC
2403
Stolper & Co
Oklahoma
$7.84M -$362K -1,117 -5%
CCP
2404
Cunning Capital Partners
North Carolina
$7.83M
FLI
2405
Family Legacy Inc
South Carolina
$7.82M -$88.2K -272 -1%
TSS
2406
Two Sigma Securities
New York
$7.82M +$7.16M +22,089 +1,893%
GA
2407
Gateway Advisory
New Jersey
$7.81M -$807K -2,488 -10%
OCM
2408
Once Capital Management
New York
$7.8M +$7.52M +23,200 New
PB
2409
Pinnacle Bancorp
Nebraska
$7.8M -$194K -597 -3%
TWP
2410
Tempus Wealth Planning
California
$7.79M +$14.6K +45 +0.2%
SFA
2411
Souders Financial Advisors
Ohio
$7.79M -$135K -416 -2%
SG
2412
Somerset Group
Minnesota
$7.78M -$41.8K -129 -0.6%
OHIS
2413
Oak Harvest Investment Services
Texas
$7.77M +$24.3K +75 +0.3%
AIM
2414
AMI Investment Management
Indiana
$7.75M -$695K -2,143 -9%
KA
2415
Klingman & Associates
New York
$7.74M +$244K +754 +3%
CCM
2416
Canal Capital Management
Virginia
$7.74M +$21.7K +67 +0.3%
NPP
2417
New Potomac Partners
Maryland
$7.74M +$78.1K +241 +1%
MFS
2418
Monetta Financial Services
Illinois
$7.74M -$648K -2,000 -8%
BSB
2419
Bangor Savings Bank
Maine
$7.72M -$7.78K -24 -0.1%
CSPAM
2420
Cary Street Partners Asset Management
Virginia
$7.7M -$107K -331 -1%
BV
2421
Boxwood Ventures
Illinois
$7.7M
HWM
2422
Heirloom Wealth Management
Colorado
$7.69M +$8.42M +25,959 New
LCM
2423
Leisure Capital Management
California
$7.69M -$13.3K -41 -0.2%
CPWA
2424
Cerro Pacific Wealth Advisors
California
$7.69M +$93.4K +288 +1%
JC
2425
JB Capital
Connecticut
$7.68M -$243K -751 -3%

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.