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
BC
2451
Breakline Capital
New York
$7.5M -$763K -2,353 -10%
STAS
2452
Strong Tower Advisory Services
Minnesota
$7.49M -$358K -1,104 -5%
PFGIA
2453
Patriot Financial Group Insurance Agency
Massachusetts
$7.43M -$198K -611 -3%
SG
2454
StoneX Group
New York
$7.4M +$907K +2,798 +15%
QT
2455
Quantbot Technologies
New York
$7.4M +$7.13M +21,995 New
LF
2456
Lee Financial
Texas
$7.39M +$244K +752 +4%
DS
2457
Dudley & Shanley
Florida
$7.38M
C
2458
Certuity
Florida
$7.38M -$894K -2,757 -11%
HPWM
2459
High Pines Wealth Management
Massachusetts
$7.37M -$159K -490 -2%
BAM
2460
Byrne Asset Management
New Jersey
$7.34M +$7.08M +21,831 New
WGCA
2461
Wolf Group Capital Advisors
Virginia
$7.34M +$4.67M +14,403 +194%
WDC
2462
Woodward Diversified Capital
California
$7.33M -$12.3K -38 -0.2%
OIS
2463
Okabena Investment Services
Minnesota
$7.33M +$1.21M +3,717 +21%
HVP
2464
Hudson Value Partners
Florida
$7.32M +$79.4K +245 +1%
SFS
2465
Summit Financial Strategies
Ohio
$7.32M +$38.9K +120 +0.6%
FCM
2466
Fortis Capital Management
Washington
$7.31M +$2.69M +8,302 +62%
SA
2467
Scarborough Advisors
Maryland
$7.31M +$7.05M +21,744 New
BB
2468
Bell Bank
North Dakota
$7.31M +$218K +672 +3%
PCG
2469
Private Capital Group
Connecticut
$7.3M +$32.7K +101 +0.5%
BOS
2470
Bank of Stockton
California
$7.28M -$128K -395 -2%
EML
2471
Eos Management LP
New York
$7.27M
VDBMI
2472
Van Den Berg Management I
Texas
$7.26M -$96K -296 -1%
BCM
2473
Breiter Capital Management
Florida
$7.25M +$57.4K +177 +0.8%
FWM
2474
Forefront Wealth Management
Pennsylvania
$7.24M +$6.98M +21,521 New
MIM
2475
Moseley Investment Management
Florida
$7.23M -$289K -892 -4%

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.