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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
AWA
3051
AmeriServ Wealth Advisors
Pennsylvania
$2.61M +$7.86K +27 +0.3%
1W
3052
1776 Wealth
Georgia
$2.61M -$481K -1,652 -15%
TF
3053
Threadgill Financial
Texas
$2.61M +$2.59M +8,893 New
GCIG
3054
Grand Central Investment Group
Florida
$2.6M -$397K -1,366 -13%
TCM
3055
Towercrest Capital Management
Pennsylvania
$2.6M +$124K +427 +5%
SFG
3056
Sowa Financial Group
Rhode Island
$2.6M -$6.98K -24 -0.3%
PFA
3057
Pinnacle Family Advisors
Missouri
$2.59M -$491K -1,688 -16%
HFG
3058
Heron Financial Group
New York
$2.58M +$4.36K +15 +0.2%
GWI
3059
Grace & White Inc
New York
$2.58M
PC
3060
Plaisance Capital
Colorado
$2.57M +$2.66M +9,128 New
OLA
3061
Oliver Luxxe Assets
New Jersey
$2.57M +$55.9K +192 +2%
RWI
3062
Red Wave Investments
Pennsylvania
$2.57M -$23.9K -82 -0.9%
HP
3063
HT Partners
Connecticut
$2.56M -$1.46K -5 -0.1%
RW
3064
Rede Wealth
Virginia
$2.56M +$161K +552 +6%
IAP
3065
Indie Asset Partners
Indiana
$2.55M +$926K +3,184 +54%
PAM
3066
Paradigm Asset Management
New York
$2.54M -$320K -1,100 -11%
RWG
3067
Regal Wealth Group
California
$2.54M -$4.95K -17 -0.2%
EIP
3068
Ellis Investment Partners
Pennsylvania
$2.53M +$38.4K +132 +1%
ACM
3069
Avalon Capital Management
California
$2.53M +$1.62M +5,558 +163%
OFS
3070
Orrstown Financial Services
Pennsylvania
$2.52M -$267K -917 -9%
OBGC
3071
O'Brien Greene & Co
Pennsylvania
$2.52M +$5.24K +18 +0.2%
SHJ
3072
Sharkey, Howes & Javer
Colorado
$2.51M +$130K +446 +5%
AIA
3073
Alera Investment Advisors
Illinois
$2.5M -$224K -769 -8%
LWP
3074
Lumature Wealth Partners
Georgia
$2.5M +$80K +275 +3%
EBA
3075
Eagle Bay Advisors
New York
$2.5M -$580K -1,993 -18%

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.