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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
1CP
2876
17 Capital Partners
Arizona
$3.44M +$14.5K +50 +0.4%
BWCS
2877
Beirne Wealth Consulting Services
Connecticut
$3.44M -$58.2K -200 -2%
PWM
2878
Palumbo Wealth Management
New York
$3.43M -$116K -400 -3%
HI
2879
Hudock Inc
Pennsylvania
$3.43M +$9.6K +33 +0.3%
FNBOH
2880
First National Bank of Hutchinson
Kansas
$3.41M +$18.9K +65 +0.5%
IWA
2881
Intercontinental Wealth Advisors
Texas
$3.41M -$225K -774 -6%
AWM
2882
Accurate Wealth Management
Florida
$3.4M -$24.1K -83 -0.8%
SHA
2883
Seneca House Advisors
Virginia
$3.4M -$154K -529 -4%
VCM
2884
Vivaldi Capital Management
Illinois
$3.4M
BWA
2885
Burt Wealth Advisors
Maryland
$3.39M
CL
2886
CSS LLC
Illinois
$3.38M +$3.05M +10,480 +699%
KCM
2887
KLK Capital Management
California
$3.37M -$410K -1,410 -11%
IA
2888
IAM Advisory
Pennsylvania
$3.37M +$3.33M +11,439 New
IC
2889
Iconiq Capital
California
$3.36M -$354K -1,218 -9%
CAGAS
2890
Capital Advisory Group Advisory Services
Minnesota
$3.36M +$31.4K +108 +0.9%
DA
2891
Dillon & Associates
Michigan
$3.35M +$218K +750 +7%
CWP
2892
Concord Wealth Partners
Virginia
$3.35M -$1.4M -4,807 -29%
AWM
2893
Adams Wealth Management
Utah
$3.35M +$616K +2,118 +22%
ICM
2894
Islay Capital Management
Texas
$3.34M +$39.6K +136 +1%
ML
2895
McAdam LLC
Pennsylvania
$3.33M +$21.2K +73 +0.6%
CP
2896
Covenant Partners
Tennessee
$3.33M
CFA
2897
Cahill Financial Advisors
Minnesota
$3.33M +$11.3K +39 +0.3%
GCM
2898
Gables Capital Management
Florida
$3.31M +$129K +445 +4%
CAM
2899
Cacti Asset Management
Georgia
$3.31M
DE
2900
Day & Ennis
Georgia
$3.31M +$34K +117 +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.