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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
OBWG
3351
Onyx Bridge Wealth Group
New York
$1.57M +$243K +835 +20%
MFS
3352
Mirabella Financial Services
United Kingdom
$1.56M +$1.35M +4,654 +521%
UFA
3353
US Financial Advisors
Massachusetts
$1.56M +$43.6K +150 +3%
WLIM
3354
White Lighthouse Investment Management
Massachusetts
$1.56M -$13.1K -45 -0.8%
EWP
3355
Engrave Wealth Partners
Texas
$1.56M -$302K -1,039 -16%
SIM
3356
Sadoff Investment Management
Wisconsin
$1.55M +$65.5K +225 +4%
CGFA
3357
Colton Groome Financial Advisors
North Carolina
$1.55M
4WM
3358
4J Wealth Management
Virginia
$1.55M +$12.8K +44 +0.8%
OR
3359
Olympiad Research
Connecticut
$1.54M +$85.8K +295 +6%
PM
3360
Parametrica Management
Hong Kong
$1.54M +$63.4K +218 +4%
CAM
3361
Campion Asset Management
Virginia
$1.54M
SIAG
3362
Safeguard Investment Advisory Group
California
$1.53M +$155K +533 +11%
PA
3363
Planning Alternatives
Michigan
$1.53M +$4.95K +17 +0.3%
PWS
3364
Paragon Wealth Strategies
Florida
$1.53M +$8.73K +30 +0.6%
ACM
3365
Armbruster Capital Management
New York
$1.52M
GCIA
3366
Gabelli & Co Investment Advisers
New York
$1.52M
NCMW
3367
Northern Capital Management (Washington)
Washington
$1.52M +$129K +442 +9%
BI
3368
Berkeley Inc
Idaho
$1.52M
BA
3369
Bridgewater Associates
Connecticut
$1.51M -$28.4M -97,641 -95%
GC
3370
Grace Capital
Massachusetts
$1.51M +$13.7K +47 +0.9%
ARG
3371
Advisory Resource Group
Oklahoma
$1.5M -$234K -804 -13%
KOC
3372
Koss-Olinger Consulting
Florida
$1.5M -$32.3K -111 -2%
VIM
3373
Vista Investment Management
Pennsylvania
$1.48M -$8.44K -29 -0.5%
DPI
3374
Diversified Portfolios Inc
Michigan
$1.48M +$115K +394 +8%
DCM
3375
Driehaus Capital Management
Illinois
$1.48M -$46K -158 -3%

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.