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
VAM
3026
Verity Asset Management
North Carolina
$2.71M -$316K -1,085 -10%
BWM
3027
BigSur Wealth Management
Florida
$2.71M -$319K -1,095 -10%
CRC
3028
Catawba River Capital
South Carolina
$2.7M -$3.09M -10,634 -53%
SWMP
3029
Signature Wealth Management Partners
New Jersey
$2.7M +$145K +500 +6%
MCAI
3030
Members Capital Advisors Inc
Wisconsin
$2.69M
MWPCG
3031
Measured Wealth Private Client Group
New Hampshire
$2.69M -$305K -1,048 -10%
AA
3032
Advisory Alpha
Michigan
$2.68M +$168K +577 +6%
GHAM
3033
Gilman Hill Asset Management
Connecticut
$2.68M +$190K +652 +7%
FRA
3034
Frank Rimerman Advisors
California
$2.68M -$361K -1,241 -12%
AWP
3035
Accretive Wealth Partners
New Jersey
$2.68M +$29.7K +102 +1%
VWA
3036
VERITY Wealth Advisors
United States
$2.67M
SAF
3037
Smith Anglin Financial
Texas
$2.67M +$140K +482 +5%
CAM
3038
CenterStar Asset Management
Illinois
$2.67M
DAM
3039
Doheny Asset Management
California
$2.67M -$29.1K -100 -1%
ABTD
3040
Arvest Bank Trust Division
Oklahoma
$2.66M -$214K -734 -7%
CA
3041
CGN Advisors
Kansas
$2.66M +$318K +1,093 +13%
DA
3042
Duality Advisers
Florida
$2.66M +$2.74M +9,431 New
RWA
3043
Redhawk Wealth Advisors
Minnesota
$2.65M -$1.94M -6,674 -41%
MA
3044
Mezzasalma Advisors
New Jersey
$2.65M +$145K +499 +6%
APW
3045
Aurora Private Wealth
New Jersey
$2.65M -$1.27M -4,361 -32%
APW
3046
Acima Private Wealth
Virginia
$2.64M
AP
3047
Adero Partners
California
$2.64M +$91.9K +316 +3%
MIM
3048
Merrion Investment Management
New Jersey
$2.63M
BI
3049
Blooom Inc
Kansas
$2.63M -$139K -478 -5%
MHR
3050
Matthew Hamilton Rosenberg
$2.61M +$552K +1,896 +26%

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.