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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
ZIG
276
Zurich Insurance Group
Switzerland
$416M -$28.7M -98,752 -6%
CG
277
Carmignac Gestion
France
$407M -$41.7M -143,430 -9%
GIBU
278
Gulf International Bank (UK)
United Kingdom
$402M -$5.13M -17,631 -1%
TPI
279
Tesco Pension Investment
United Kingdom
$402M -$55.4M -190,429 -12%
WRCM
280
Whale Rock Capital Management
Massachusetts
$402M -$1.07M -3,689 -0.3%
Jacobs Levy Equity Management
281
Jacobs Levy Equity Management
New Jersey
$398M +$22.2M +76,407 +6%
Rafferty Asset Management
282
Rafferty Asset Management
New York
$393M +$54.3M +186,526 +15%
AIM
283
Allen Investment Management
New York
$392M +$11.3M +38,906 +3%
Comerica Bank
284
Comerica Bank
Texas
$389M -$92.6M -318,428 -20%
MU
285
Mirova US
Massachusetts
$387M +$43.7M +150,054 +12%
ACM
286
Atlanta Capital Management
Georgia
$387M +$2.15M +7,393 +0.5%
URS
287
Utah Retirement Systems
Utah
$385M -$21.1M -72,556 -5%
TRSOTSOK
288
Teachers Retirement System of the State of Kentucky
Kentucky
$383M -$3.2M -11,000 -0.8%
DC
289
Davenport & Co
Virginia
$383M +$24.2M +83,203 +7%
HTC
290
Haverford Trust Company
Pennsylvania
$381M -$3.87M -13,318 -1%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$379M +$27.5M +94,641 +8%
X
292
Xponance
Pennsylvania
$378M -$10.2M -34,887 -3%
AIM
293
Artemis Investment Management
United Kingdom
$372M +$226M +777,877 +143%
CAM
294
Close Asset Management
United Kingdom
$371M -$5.3M -18,224 -1%
SOADOR
295
State of Alaska Department of Revenue
Alaska
$365M +$873K +2,999 +0.2%
RFC
296
Regions Financial Corp
Alabama
$364M -$16.3M -55,942 -4%
CI
297
Cincinnati Insurance
Ohio
$363M
FFA
298
First Foundation Advisors
California
$362M -$8.15K -28 -0%
JAM
299
Jupiter Asset Management
United Kingdom
$356M -$34.8M -119,522 -9%
HNB
300
Huntington National Bank
Ohio
$356M +$1.22M +4,210 +0.3%

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.