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4,025 hedge funds and large institutions have $1.54T invested in Microsoft in 2021 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,631 increasing their positions, 1,882 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 62

24% more call options, than puts

Call options by funds: $38.3B | Put options by funds: $30.8B

3% more funds holding in top 10

Funds holding in top 10: 2,1472,207 (+60)

1% more funds holding

Funds holding: 3,9744,025 (+51)

4% more capital invested

Capital invested by funds: $1.48T → $1.54T (+$57.2B)

0.01% more ownership

Funds ownership: 70.27%70.28% (+0.01%)

13% less repeat investments, than reductions

Existing positions increased: 1,631 | Existing positions reduced: 1,882

Holders
4,025
Holders Change
+51
Holders Change %
+1.28%
% of All Funds
70.45%
Holding in Top 10
2,207
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+2.79%
% of All Funds
38.63%
New
162
Increased
1,631
Reduced
1,882
Closed
62
Calls
$38.3B
Puts
$30.8B
Net Calls
+$7.49B
Net Calls Change
-$3.73B
Name Holding Trade Value Shares
Change
Change in
Stake
HCCM
2501
Hudson Canyon Capital Management
New York
$5.43M -$208K -714 -4%
UAML
2502
US Asset Management LLC
Pennsylvania
$5.43M +$5.6M +19,245 New
SIM
2503
Sterling Investment Management
Arizona
$5.42M -$850K -2,923 -13%
JEST
2504
JTC Employer Solutions Trustee
Jersey
$5.42M -$770K -2,645 -12%
SG
2505
StoneX Group
New York
$5.42M +$118K +406 +2%
KL
2506
KWMG LLC
Kansas
$5.42M -$12.5K -43 -0.2%
WWA
2507
WC Walker & Associates
California
$5.41M -$7.57K -26 -0.1%
SCM
2508
Southport Capital Management
Tennessee
$5.41M -$1.48M -5,093 -21%
SNBOSD
2509
Security National Bank of So Dak
Iowa
$5.4M -$585K -2,011 -10%
MS
2510
Madden Securities
Texas
$5.4M -$1.39M -4,780 -20%
QPWM
2511
Quadrant Private Wealth Management
Pennsylvania
$5.39M -$219K -752 -4%
NIP
2512
Nicholas Investment Partners
California
$5.38M +$1.55M +5,331 +39%
BW
2513
Bison Wealth
Georgia
$5.37M -$562K -1,931 -9%
RCA
2514
Resonant Capital Advisors
Wisconsin
$5.37M +$516K +1,773 +10%
SNBOSCI
2515
Security National Bank of Sioux City Iowa
Iowa
$5.37M +$57K +196 +1%
OCM
2516
Olstein Capital Management
New York
$5.36M -$582K -2,000 -10%
UBG
2517
United Bank (Georgia)
Georgia
$5.36M +$85.8K +295 +2%
CHP
2518
Cable Hill Partners
Oregon
$5.35M -$1.08M -3,720 -16%
AFA
2519
AllGen Financial Advisors
Florida
$5.34M -$233K -800 -4%
FWM
2520
Fairhaven Wealth Management
Illinois
$5.34M +$278K +956 +5%
TVWM
2521
Tower View Wealth Management
Wisconsin
$5.34M +$166K +569 +3%
GC
2522
GFG Capital
Florida
$5.33M -$1.03M -3,536 -16%
PP
2523
Pacifica Partners
Canada
$5.32M -$67.5K -232 -1%
SAM
2524
SignalPoint Asset Management
Missouri
$5.31M -$509K -1,750 -8%
CCP
2525
Cardan Capital Partners
Colorado
$5.31M -$5.82K -20 -0.1%

MSFT Hedge Fund Activity: Q3 2021 in Review

4,025 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2021, worth a combined $1.54T — up 3.9% from $1.48T a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new MSFT positions and 62 closed out — a net gain of 100 holders — while 1,631 added to existing stakes and 1,882 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $3.19B. The largest seller was Polen Capital Management, cutting an estimated $1.74B.

  • 4,025 institutional investors held Microsoft (MSFT) as of Q3 2021, up from 3,974 in Q2 2021.
  • Funds reported $1.54T of Microsoft stock for Q3 2021, up 3.9% quarter-over-quarter.
  • 162 funds opened new Microsoft positions in Q3 2021 and 62 closed out, a net change of +100 holders.
  • The largest Microsoft buyer in Q3 2021 was SG Americas Securities, an estimated $3.19B added.
  • The largest Microsoft seller in Q3 2021 was Polen Capital Management, an estimated $1.74B sold.

Based on aggregated 13F filings for Q3 2021.