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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
CDIA
3276
Capital Directions Investment Advisors
Georgia
$1.77M -$20.1K -69 -1%
PIM
3277
Profit Investment Management
Maryland
$1.77M
SWP
3278
Summit Wealth Partners
Florida
$1.77M +$95.1K +327 +6%
GCP
3279
Gill Capital Partners
Colorado
$1.77M -$57.9K -199 -3%
OPPTF
3280
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.77M -$14.5K -50 -0.8%
LFASL
3281
Lugano Financial Advisors SA (LFA)
Switzerland
$1.76M +$125K +429 +7%
WOSD
3282
WFA of San Diego
California
$1.76M -$7.57K -26 -0.4%
VA
3283
Verdad Advisers
Massachusetts
$1.76M +$1.82M +6,250 New
OWA
3284
Opal Wealth Advisors
New York
$1.76M -$349K -1,198 -16%
WA
3285
WP Advisors
California
$1.76M -$55.6K -191 -3%
LFA
3286
Landmark Financial Advisors
Kentucky
$1.75M -$134K -459 -6%
SA
3287
SRH Advisors
Kansas
$1.75M -$96.6K -332 -5%
HIM
3288
Hillsdale Investment Management
Ontario, Canada
$1.75M
ACM
3289
Antonetti Capital Management
Florida
$1.74M +$1.79M +6,165 New
DIA
3290
Dean Investment Associates
Ohio
$1.74M -$88.4K -304 -5%
RPA
3291
Rock Point Advisors
Vermont
$1.73M -$27.6K -95 -2%
DWM
3292
Dorchester Wealth Management
Quebec, Canada
$1.73M +$237K +815 +15%
FL
3293
Fort LP
Maryland
$1.73M -$275K -946 -13%
MF
3294
Manchester Financial
California
$1.72M -$38.4K -132 -2%
HPCM
3295
High Pointe Capital Management
Illinois
$1.72M
CIAS
3296
CBIZ Investment Advisory Services
Ohio
$1.72M
CA
3297
Crumly & Associates
Illinois
$1.72M +$94.3K +324 +6%
RF
3298
RHS Financial
California
$1.72M -$14.3K -49 -0.8%
PAM
3299
Premier Asset Management
Illinois
$1.71M -$8.5M -29,203 -83%
TF
3300
TimeScale Financial
Massachusetts
$1.71M -$11.1K -38 -0.6%

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.