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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
LMAM
3226
Legg Mason Asset Management
Japan
$1.95M -$166K -571 -8%
G
3227
GenTrust
Florida
$1.95M +$320K +1,100 +19%
EIA
3228
Eldridge Investment Advisors
New Hampshire
$1.94M -$6.69K -23 -0.3%
1WM
3229
1900 Wealth Management
Texas
$1.94M +$4.36K +15 +0.2%
AP
3230
Atwood & Palmer
Missouri
$1.93M -$150K -516 -7%
LWMG
3231
Levy Wealth Management Group
Pennsylvania
$1.93M +$85K +292 +4%
MA
3232
MBA Advisors
Pennsylvania
$1.93M -$51.8K -178 -3%
AF
3233
Aldebaran Financial
$1.93M +$32K +110 +2%
EWA
3234
ERTS Wealth Advisors
Michigan
$1.92M -$78.3K -269 -4%
SWRP
3235
Summit Wealth & Retirement Planning
California
$1.92M +$68.4K +235 +4%
TIA
3236
Traphagen Investment Advisors
New Jersey
$1.92M +$47.7K +164 +2%
CA
3237
Cortland Associates
Missouri
$1.92M -$151K -520 -7%
NA
3238
Navellier & Associates
Nevada
$1.92M +$46.8K +161 +2%
AL
3239
ADE LLC
Maryland
$1.92M
CCA
3240
Clearwater Capital Advisors
Illinois
$1.92M
BFS
3241
Bickling Financial Services
Massachusetts
$1.91M -$100K -344 -5%
SEP
3242
Southland Equity Partners
Missouri
$1.91M +$30.8K +106 +2%
DA
3243
DSC Advisors
Illinois
$1.91M -$100K -345 -5%
B
3244
Bridgeworth
Alabama
$1.9M -$21.8K -75 -1%
MLFP
3245
MPS Loria Financial Planners
Illinois
$1.9M +$18.6K +64 +1%
FTA
3246
Financial & Tax Architects
Missouri
$1.9M +$540K +1,857 +38%
PA
3247
Parkside Advisors
California
$1.9M +$183K +629 +10%
HFA
3248
High Falls Advisors
New York
$1.9M -$82.3K -283 -4%
CWA
3249
Clarity Wealth Advisors
California
$1.89M +$24.4K +84 +1%
GWM
3250
GSB Wealth Management
Connecticut
$1.87M -$2.88M -9,883 -60%

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.