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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
CIP
2626
Capital Insight Partners
Arizona
$4.61M -$14.8K -51 -0.3%
APG
2627
Abacus Planning Group
South Carolina
$4.59M -$555K -1,908 -10%
ANB
2628
Amarillo National Bank
Texas
$4.59M -$791K -2,720 -14%
MSS
2629
Mitchell Sinkler & Starr
Pennsylvania
$4.59M +$17.2K +59 +0.4%
WWM
2630
Wolff Wiese Magana
California
$4.58M -$32.9K -113 -0.7%
RF
2631
Robbins Farley
New Hampshire
$4.58M -$421K -1,447 -8%
BCM
2632
Bienville Capital Management
New York
$4.58M
MIC
2633
MU Investments Company
Japan
$4.57M
PP
2634
Patron Partners
Texas
$4.57M +$48.9K +168 +1%
NWS
2635
Newport Wealth Strategies
California
$4.57M -$144K -494 -3%
DFG
2636
Delphi Financial Group
Delaware
$4.57M
SIM
2637
SSI Investment Management
California
$4.57M +$3.49K +12 +0.1%
GTAM
2638
Global Trust Asset Management
Florida
$4.56M -$212K -727 -4%
AWMT
2639
AAFMAA Wealth Management & Trust
North Carolina
$4.56M -$3.42M -11,758 -42%
OCM
2640
Orser Capital Management
Texas
$4.55M +$102K +350 +2%
KC
2641
Kadensa Capital
Hong Kong
$4.55M +$4.7M +16,137 New
TWI
2642
Thomas White International
Illinois
$4.55M -$2.33K -8 -0%
BPCA
2643
Bank Pictet & Cie (Asia)
Singapore
$4.54M -$297K -1,022 -6%
LC
2644
Lindbrook Capital
California
$4.54M -$2.03M -6,983 -30%
BSI
2645
Bennett Selby Investments
Maine
$4.54M +$394K +1,355 +9%
RSC
2646
Red Spruce Capital
Pennsylvania
$4.53M -$8.44K -29 -0.2%
TBNY
2647
Trustco Bank (New York)
New York
$4.53M +$91.6K +315 +2%
IAMOG
2648
Investors Asset Management of Georgia
Georgia
$4.52M +$19.2K +66 +0.4%
CFA
2649
Capstone Financial Advisors
Illinois
$4.52M +$531K +1,825 +13%
BBWA
2650
Bell & Brown Wealth Advisors
California
$4.52M +$4.66M +16,025 New

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.