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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
PFWA
3126
Paces Ferry Wealth Advisors
Georgia
$2.31M -$96K -330 -4%
VF
3127
Virtu Financial
New York
$2.3M +$533K +1,832 +29%
ACWM
3128
Adams Chetwood Wealth Management
North Carolina
$2.3M -$1.75K -6 -0.1%
WCM
3129
WealthBridge Capital Management
Ohio
$2.29M -$60.5K -208 -2%
CIC
3130
Cornercap Investment Counsel
Georgia
$2.29M -$102K -352 -4%
FWM
3131
Foresight Wealth Management
Utah
$2.29M -$17.5K -60 -0.7%
CGH
3132
CMG Global Holdings
Texas
$2.29M -$5.53K -19 -0.2%
NA
3133
Nottingham Advisors
New York
$2.29M -$582K -1,999 -20%
RCM
3134
Requisite Capital Management
Texas
$2.28M -$5.82K -20 -0.2%
KAM
3135
Knightsbridge Asset Management
California
$2.27M +$153K +525 +7%
CWM
3136
Campbell Wealth Management
Virginia
$2.27M -$152K -524 -6%
BCA
3137
Biltmore Capital Advisors
New Jersey
$2.27M +$1.17M +4,032 +101%
DAM
3138
Derbend Asset Management
Georgia
$2.26M -$4.07K -14 -0.2%
CFD
3139
Creative Financial Designs
Indiana
$2.26M +$62.8K +216 +3%
MFGM
3140
Marshall Financial Group (Maryland)
Maryland
$2.26M +$118K +404 +5%
SC
3141
Sovarnum Capital
New York
$2.25M -$1.02M -3,500 -30%
PA
3142
Paragon Advisors
Texas
$2.25M +$497K +1,708 +27%
SAM
3143
Stewart Asset Management
New York
$2.25M -$91.9K -316 -4%
PWM
3144
PBMares Wealth Management
Virginia
$2.25M +$4.07K +14 +0.2%
SWM
3145
Salvus Wealth Management
New Jersey
$2.24M -$15.1K -52 -0.6%
HI
3146
Human Investing
Oregon
$2.24M -$6.11K -21 -0.3%
AFS
3147
Aft Forsyth & Sober
Florida
$2.23M +$21.8K +75 +1%
OAM
3148
Oak Asset Management
California
$2.23M -$117K -402 -5%
SWM
3149
Strategic Wealth Management
Washington
$2.22M +$506K +1,738 +28%
SIMM
3150
Stillwater Investment Management (Minnesota)
Minnesota
$2.21M -$68.1K -234 -3%

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.