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
KFA
3076
Krane Funds Advisors
New York
$2.5M +$1.96M +6,724 +315%
FWM
3077
Focused Wealth Management
New York
$2.49M +$32.9K +113 +1%
AWAP
3078
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.48M -$28.5K -98 -1%
SCM
3079
Sterneck Capital Management
Missouri
$2.48M
DLG
3080
Daniel L. Goodwin
$2.47M +$246K +847 +11%
LWM
3081
Loveless Wealth Management
Montana
$2.47M -$163K -560 -6%
CC
3082
Criteria Caixa
Spain
$2.47M
GWA
3083
GGM Wealth Advisors
Maryland
$2.47M -$14.8K -51 -0.6%
PCM
3084
Pointe Capital Management
Michigan
$2.47M +$61.7K +212 +2%
LC
3085
Lavaca Capital
Texas
$2.46M -$27.1K -93 -1%
HKAM
3086
Horizon Kinetics Asset Management
New York
$2.46M -$45.7K -157 -2%
TIM
3087
Tortoise Investment Management
New York
$2.46M -$4.66K -16 -0.2%
MAG
3088
MRA Advisory Group
New Jersey
$2.46M +$11.1K +38 +0.4%
MCM
3089
Magnolia Capital Management
New York
$2.46M +$456K +1,568 +22%
MFW
3090
Mosaic Family Wealth
Missouri
$2.46M -$112K -386 -4%
SWM
3091
Sugarloaf Wealth Management
Georgia
$2.46M +$22.4K +77 +0.9%
NG
3092
Northstar Group
New York
$2.45M
BBHBI
3093
B, B, H, & B Inc
Alabama
$2.44M -$25.3K -87 -1%
EDRIA
3094
Edmonds Duncan Registered Investment Advisors
Kansas
$2.44M
IF
3095
IRON Financial
Illinois
$2.44M -$473K -1,626 -16%
ASI
3096
Advisory Services & Investments
Oregon
$2.43M +$2.51M +8,632 New
TAM
3097
Tealwood Asset Management
Minnesota
$2.43M +$2.51M +8,625 New
DOA
3098
D'Orazio & Associates
Virginia
$2.43M +$273K +939 +12%
TCPWM
3099
Traverso Chambers Private Wealth Management
California
$2.42M +$2.62K +9 +0.1%
CCMT
3100
CMT Capital Markets Trading
Germany
$2.41M +$2.47M +8,500 New

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.