We are live on ! Find out more
MSFT icon

Microsoft

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
SCA
2851
Strategic Capital Advisers
Colorado
$3.52M +$254K +872 +7%
PCA
2852
Prospect Capital Advisors
California
$3.52M -$727K -2,500 -17%
HWA
2853
HHM Wealth Advisors
Tennessee
$3.52M -$64.6K -222 -2%
LWA
2854
Lenox Wealth Advisors
New York
$3.51M +$236K +812 +7%
ESBC
2855
E.S. Barr & Co
Kentucky
$3.5M -$18K -62 -0.5%
IFS
2856
Ifrah Financial Services
Arkansas
$3.5M -$16.3K -56 -0.4%
GAM
2857
Gemmer Asset Management
California
$3.5M -$28.5K -98 -0.8%
WCFA
2858
Walkner Condon Financial Advisors
Wisconsin
$3.5M +$60.5K +208 +2%
CC
2859
Claybrook Capital
Massachusetts
$3.5M -$13.9M -47,619 -79%
NF
2860
Nikulski Financial
Iowa
$3.5M +$354K +1,217 +11%
WPA
2861
West Paces Advisors
Georgia
$3.49M +$301K +1,036 +9%
LWA
2862
Lineweaver Wealth Advisors
Ohio
$3.49M +$240K +826 +7%
TCM
2863
Tributary Capital Management
Nebraska
$3.49M -$87.3K -300 -2%
IDBONY
2864
Israel Discount Bank of New York
New York
$3.49M +$3.6M +12,378 New
PCA
2865
Peddock Capital Advisors
Massachusetts
$3.49M +$2.33K +8 +0.1%
CSWG
2866
Cardinal Strategic Wealth Guidance
Kentucky
$3.48M -$30.8K -106 -0.9%
GM
2867
GeoWealth Management
Illinois
$3.48M +$2.11M +7,240 +142%
SDWIA
2868
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.48M +$226K +777 +7%
KIG
2869
Kowal Investment Group
Wisconsin
$3.48M +$271K +930 +8%
BFA
2870
Beacon Financial Advisory
Ohio
$3.47M +$223K +767 +7%
KFS
2871
Kaizen Financial Strategies
California
$3.47M +$3.58M +12,293 New
EM
2872
ELCO Management
New York
$3.46M -$24.4K -84 -0.7%
SICM
2873
Sustainable Insight Capital Management
New York
$3.46M +$417K +1,434 +13%
LIG
2874
Lokken Investment Group
Delaware
$3.46M -$53K -182 -1%
FA
2875
Financial Avengers
California
$3.45M +$184K +632 +5%

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.