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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
IFG
2976
Investors Financial Group
Minnesota
$2.97M -$81.5K -280 -3%
USAA
2977
United Services Automobile Association
Texas
$2.97M -$1.02M -3,492 -25%
BI
2978
Ballast Inc
Kentucky
$2.97M +$6.11K +21 +0.2%
HCP
2979
Hexagon Capital Partners
Arkansas
$2.96M -$11.3K -39 -0.4%
TA
2980
Tectonic Advisors
Texas
$2.95M -$713K -2,452 -19%
LRIA
2981
Leonard Rickey Investment Advisors
Washington
$2.95M -$36.7K -126 -1%
QWM
2982
QP Wealth Management
New Jersey
$2.94M -$44.5K -153 -1%
MPW
2983
MA Private Wealth
California
$2.93M +$4.36K +15 +0.1%
CWA
2984
Clearview Wealth Advisors
Oregon
$2.93M +$102K +352 +4%
OPOWM
2985
One Plus One Wealth Management
Florida
$2.93M -$38.4K -132 -1%
SIC
2986
Samalin Investment Counsel
New York
$2.92M -$65.8K -226 -2%
NCM
2987
Nellore Capital Management
California
$2.92M
ACA
2988
Affinity Capital Advisors
California
$2.92M -$46K -158 -2%
CC
2989
Colrain Capital
Massachusetts
$2.92M
FP
2990
Fiduciary Planning
Florida
$2.91M -$56.2K -193 -2%
SCP
2991
Sandhill Capital Partners
New York
$2.91M +$64K +220 +2%
FOA
2992
Five Oceans Advisors
California
$2.91M +$3M +10,316 New
AAM
2993
Autus Asset Management
Arizona
$2.91M +$334K +1,148 +13%
PC
2994
Pecaut & Co
Iowa
$2.9M -$399K -1,372 -12%
HAC
2995
Harbor Advisory Corp
New Hampshire
$2.9M +$204K +700 +7%
GSC
2996
G&S Capital
Colorado
$2.88M -$189K -650 -6%
DCM
2997
Delta Capital Management
New Jersey
$2.88M -$2.91K -10 -0.1%
NCM
2998
Neumann Capital Management
California
$2.87M -$131K -450 -4%
TFO
2999
Tarbox Family Office
California
$2.86M -$138K -473 -4%
DM
3000
Diker Management
New York
$2.86M

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.