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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
LWM
3326
Lionsbridge Wealth Management
Florida
$1.65M -$173K -594 -9%
SKK
3327
Shepherd Kaplan Krochuk
Massachusetts
$1.65M -$87.9K -302 -5%
PPW
3328
Pasadena Private Wealth
California
$1.65M +$66.9K +230 +4%
AF
3329
AtlasMark Financial
Texas
$1.65M
CCM
3330
Check Capital Management
California
$1.64M
DWA
3331
Delos Wealth Advisors
Texas
$1.63M -$311K -1,069 -16%
SFG
3332
Sovereign Financial Group
Connecticut
$1.63M +$91.9K +316 +6%
AAM
3333
Arabesque Asset Management
United Kingdom
$1.63M -$1.75M -6,010 -51%
AFA
3334
Arlington Financial Advisors
California
$1.63M -$11.9K -41 -0.7%
PAMP
3335
Polar Asset Management Partners
Ontario, Canada
$1.63M +$1.68M +5,773 New
FCFC
3336
First Citizens Financial Corp
Iowa
$1.63M -$191K -657 -10%
CF
3337
Copperwynd Financial
Arizona
$1.63M +$711K +2,443 +73%
FA
3338
Fermata Advisors
California
$1.62M +$344K +1,182 +26%
SM
3339
Sciencast Management
New Jersey
$1.62M +$1.6M +5,489 New
SMC
3340
S. Muoio & Co
New York
$1.62M
TCM
3341
Triumph Capital Management
Colorado
$1.61M -$140K -482 -8%
SAMT
3342
Select Asset Management & Trust
Pennsylvania
$1.6M
CCA
3343
Column Capital Advisors
Indiana
$1.6M -$13.7K -47 -0.8%
GB
3344
Goepper Burkhardt
South Carolina
$1.59M
CFN
3345
Cordasco Financial Network
Florida
$1.58M +$43.9K +151 +3%
CAM
3346
Crestone Asset Management
Colorado
$1.58M +$502K +1,726 +44%
FGAM
3347
Financial Gravity Asset Management
Texas
$1.58M -$1.67M -5,747 -55%
MGAM
3348
McGowan Group Asset Management
Texas
$1.58M -$98.6K -339 -6%
WFA
3349
WestHill Financial Advisors
California
$1.58M +$1.63M +5,612 New
BWA
3350
Beam Wealth Advisors
Louisiana
$1.58M +$189K +648 +13%

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.