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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
RCG
3001
Rock Creek Group
District of Columbia
$2.85M -$1.53M -5,275 -34%
HHAM
3002
HITE Hedge Asset Management
Massachusetts
$2.85M
GPWA
3003
Great Point Wealth Advisors
Massachusetts
$2.85M -$59.1K -203 -2%
WCAMG
3004
Woodard & Company Asset Management Group
North Carolina
$2.85M -$475K -1,631 -14%
PSC
3005
Prentiss Smith & Co
Vermont
$2.85M -$52.4K -180 -2%
Legacy Financial Group (Iowa)
3006
Legacy Financial Group (Iowa)
Iowa
$2.84M -$269K -923 -8%
SJIM
3007
St. Johns Investment Management
Florida
$2.84M -$48.6K -167 -2%
FAM
3008
Flaharty Asset Management
Florida
$2.83M +$181K +621 +7%
CWM
3009
Cahaba Wealth Management
Georgia
$2.82M +$2.32M +7,979 +395%
LK
3010
Lumbard & Kellner
New Hampshire
$2.82M
HA
3011
Harfst & Associates
Wyoming
$2.81M +$30.8K +106 +1%
GAMC
3012
Garner Asset Management Corp
Texas
$2.79M +$9.31K +32 +0.3%
EPA
3013
Element Pointe Advisors
Florida
$2.79M -$1.14M -3,932 -28%
ITIM
3014
Indiana Trust & Investment Management
Indiana
$2.78M -$386K -1,328 -12%
OFW
3015
Omnia Family Wealth
Florida
$2.78M +$127K +436 +5%
MA
3016
MJP Associates
Connecticut
$2.77M +$52.7K +181 +2%
RC
3017
RBO & Co
California
$2.77M
AWP
3018
Abacus Wealth Partners
California
$2.77M -$12.8K -44 -0.4%
TFGT
3019
TS Financial Group (TSFG)
Illinois
$2.74M +$89.3K +307 +3%
TWM
3020
Titus Wealth Management
California
$2.73M +$23.9K +82 +0.9%
BFWA
3021
Benchmark Financial Wealth Advisors
Florida
$2.72M +$21.2K +73 +0.8%
AFS
3022
Access Financial Services
Minnesota
$2.72M -$18K -62 -0.6%
TWM
3023
TMD Wealth Management
Arizona
$2.72M +$5.24K +18 +0.2%
RAM
3024
Redmond Asset Management
Virginia
$2.72M +$19.8K +68 +0.7%
LB
3025
Legacy Bridge
Iowa
$2.71M -$222K -763 -7%

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.