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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$207B +$703M +2,168,376 +0.4%
BlackRock
2
BlackRock
New York
$175B +$3.86B +11,918,602 +2%
State Street
3
State Street
Massachusetts
$102B +$2.63B +8,108,943 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$72.4B -$115M -354,235 -0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$68.7B +$2.15B +6,617,448 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$43.3B +$981M +3,027,306 +2%
Capital World Investors
7
Capital World Investors
California
$36.2B -$857M -2,641,990 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$31.2B -$459M -1,414,452 -2%
Capital International Investors
9
Capital International Investors
California
$30.6B -$297M -915,914 -1%
Northern Trust
10
Northern Trust
Illinois
$29.7B -$383M -1,181,128 -1%
JP Morgan Chase
11
JP Morgan Chase
New York
$28.2B +$2.18B +6,739,430 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$27B -$500M -1,543,174 -2%
Norges Bank
13
Norges Bank
Norway
$24.4B -$19.7M -60,668 -0.1%
Bank of America
14
Bank of America
North Carolina
$24.2B -$298M -918,821 -1%
Morgan Stanley
15
Morgan Stanley
New York
$22B -$739M -2,280,126 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$20.7B -$530M -1,636,106 -3%
N
17
Nuveen
North Carolina
$19.2B +$189M +584,273 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$17.2B -$262M -808,201 -2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$15.8B -$22.4M -69,126 -0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15.3B +$3.16B +9,745,826 +27%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$14.4B +$153M +471,726 +1%
UBS AM
22
UBS AM
Illinois
$14.2B -$1.39B -4,280,983 -9%
Wells Fargo
23
Wells Fargo
California
$13.4B -$3.11B -9,587,938 -19%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$13.3B -$105M -323,985 -0.8%
Charles Schwab
25
Charles Schwab
California
$13.1B +$212M +652,526 +2%

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.