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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
KLWA
3101
Kelly Lawrence W & Associates
California
$2.41M +$17.5K +60 +0.7%
HNW
3102
High Note Wealth
Minnesota
$2.41M -$291 -1 -0%
PWM
3103
Purus Wealth Management
California
$2.4M +$54.7K +188 +2%
WFA
3104
Wellspring Financial Advisors
Ohio
$2.4M +$119K +409 +5%
GSIS
3105
Global Strategic Investment Solutions
Arizona
$2.4M +$20.9K +72 +0.9%
RHAM
3106
Round Hill Asset Management
California
$2.4M
TLCM
3107
Twin Lakes Capital Management
California
$2.4M +$374K +1,287 +18%
CPA
3108
Cowen Prime Advisors
New York
$2.39M -$116K -400 -5%
LC
3109
Landaas & Company
Wisconsin
$2.39M -$145K -499 -6%
AMG
3110
Asset Management Group
Connecticut
$2.38M +$307K +1,056 +14%
EIG
3111
Ellenbecker Investment Group
Wisconsin
$2.38M +$6.4K +22 +0.3%
PWM
3112
Penobscot Wealth Management
Maine
$2.38M -$70.4K -242 -3%
CCB
3113
Cutter & Co Brokerage
Missouri
$2.38M +$30.6K +105 +1%
JWM
3114
Janiczek Wealth Management
Colorado
$2.37M +$280K +961 +13%
GAM
3115
Gould Asset Management
California
$2.36M -$443K -1,524 -15%
BCA
3116
Bernzott Capital Advisors
California
$2.36M -$220K -755 -8%
EGM
3117
Engineers Gate Manager
New York
$2.34M +$1.55M +5,323 +178%
FH
3118
FWG Holdings
Florida
$2.34M +$22.1K +76 +0.9%
MWP
3119
Madison Wealth Partners
Wisconsin
$2.34M +$46.6K +160 +2%
PFG
3120
PAX Financial Group
Texas
$2.33M -$41K -141 -2%
OPWM
3121
Oxinas Partners Wealth Management
Indiana
$2.33M -$113K -387 -4%
LIA
3122
LSP Investment Advisors
New York
$2.33M +$2.41M +8,280 New
PTC
3123
Provident Trust Company
Wisconsin
$2.33M -$277K -951 -10%
WQ
3124
Wealth Quarterback
New Jersey
$2.31M -$32K -110 -1%
WCM
3125
Washburn Capital Management
Florida
$2.31M +$104K +358 +5%

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.