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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
NL
3251
Navalign LLC
California
$1.87M -$31.7K -109 -2%
SGCA
3252
Steel Grove Capital Advisors
Tennessee
$1.86M +$510K +1,754 +36%
SWM
3253
Selective Wealth Management
Virginia
$1.86M +$585K +2,010 +44%
BWM
3254
Birchcreek Wealth Management
Ohio
$1.85M -$9.89K -34 -0.5%
TCB
3255
Texas Capital Bancshares
Texas
$1.84M -$873 -3 -0%
IWN
3256
Independent Wealth Network
Iowa
$1.84M +$1.61M +5,522 New
TI
3257
Truepoint Inc
Ohio
$1.84M +$357K +1,226 +23%
APC
3258
Aspire Private Capital
North Carolina
$1.84M +$31.1K +107 +2%
HFAS
3259
Hummer Financial Advisory Services
Illinois
$1.84M
TWM
3260
Triton Wealth Management
Arizona
$1.84M -$7.86K -27 -0.4%
RBC
3261
Roble Belko & Company
Pennsylvania
$1.84M
RCA
3262
Reitz Capital Advisors
Michigan
$1.82M -$24.7K -85 -1%
IIM
3263
Ironwood Investment Management
Massachusetts
$1.82M +$1.16K +4 +0.1%
FCM
3264
Firestone Capital Management
Florida
$1.81M
MWM
3265
Mascoma Wealth Management
New Hampshire
$1.81M +$42.5K +146 +2%
TVAMP
3266
Tennessee Valley Asset Management Partners
Tennessee
$1.8M +$1.86M +6,403 New
NS
3267
Newman & Schimel
Illinois
$1.8M +$2.91K +10 +0.2%
BMCM
3268
Burns Matteson Capital Management
New York
$1.8M +$271K +930 +17%
FWA
3269
FOCUS Wealth Advisors
Texas
$1.79M +$34.3K +118 +2%
CMBA
3270
C.M. Bidwell & Associates
Hawaii
$1.79M +$4.95K +17 +0.3%
RCC
3271
Red Cedar Capital
Nebraska
$1.79M
F
3272
F3Logic
Minnesota
$1.78M -$204K -700 -10%
TC
3273
TAP Consulting
Missouri
$1.78M -$3.49K -12 -0.2%
SIS
3274
Sound Income Strategies
Florida
$1.78M +$415K +1,426 +29%
JBA
3275
Johnson Bixby & Associates
Washington
$1.78M -$1.16K -4 -0.1%

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.