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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
MF
3201
Montis Financial
Massachusetts
$2.04M +$13.1K +45 +0.6%
DCM
3202
Dimension Capital Management
Florida
$2.03M -$4.66K -16 -0.2%
BI
3203
Bramshill Investments
Florida
$2.03M -$1.8M -6,193 -46%
RIS
3204
Retirement Income Solutions
Michigan
$2.02M +$291 +1 +0%
OIM
3205
Oder Investment Management
California
$2.02M -$96.6K -332 -4%
ECA
3206
Elevated Capital Advisors
Utah
$2.02M +$2.09M +7,172 New
JCM
3207
Jacobsen Capital Management
Utah
$2.02M +$39.3K +135 +2%
II
3208
Ibex Investors
Colorado
$2.02M -$873K -3,000 -30%
XWM
3209
Xcel Wealth Management
Florida
$2.02M +$2.62K +9 +0.1%
ICP
3210
Interchange Capital Partners
Pennsylvania
$2.01M -$157K -538 -7%
KFP
3211
KB Financial Partners
New Jersey
$2M +$19.8K +68 +1%
NEWAS
3212
N.E.W. Advisory Services
Wisconsin
$2M +$37K +127 +2%
AA
3213
Addison Advisors
Vermont
$2M -$77.7K -267 -4%
TFCP
3214
Twin Focus Capital Partners
Massachusetts
$2M -$13.1K -45 -0.6%
RW
3215
RVW Wealth
California
$2M +$1.11M +3,830 +148%
VFM
3216
Vivid Financial Management
California
$1.99M -$31.4K -108 -2%
SFG
3217
Sunburst Financial Group
Alabama
$1.99M +$78K +268 +4%
FNC
3218
First National Corp
Massachusetts
$1.98M +$432K +1,484 +27%
DSN
3219
D. Scott Neal
Kentucky
$1.96M +$163K +560 +9%
MWM
3220
Midwest Wealth Management
Indiana
$1.96M +$56.7K +195 +3%
CCP
3221
Cassia Capital Partners
North Carolina
$1.96M +$1.76M +6,042 +665%
CC
3222
Callan Capital
California
$1.96M -$113K -390 -5%
AWA
3223
ARQ Wealth Advisors
Arizona
$1.96M -$78.8K -271 -4%
RC
3224
Rinet Company
Massachusetts
$1.96M +$982K +3,374 +95%
TCM
3225
TD Capital Management
Tennessee
$1.95M +$291 +1 +0%

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.