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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
TCMP
3376
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.47M +$33.2K +114 +2%
ODG
3377
O'Dell Group
Ohio
$1.47M -$265K -912 -15%
TWM
3378
Tolleson Wealth Management
Texas
$1.47M -$168K -579 -10%
CHJWM
3379
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.47M +$17.5K +60 +1%
CCG
3380
Capital CS Group
California
$1.46M +$722K +2,481 +97%
IA
3381
IFG Advisors
Missouri
$1.45M +$90.2K +310 +6%
FAFN
3382
First Affirmative Financial Network
Colorado
$1.45M +$1.49M +5,133 New
DDPIC
3383
Deroy & Devereaux Private Investment Counsel
Michigan
$1.43M -$14.5K -50 -1%
PCWA
3384
Pacific Capital Wealth Advisors
California
$1.43M +$23K +79 +2%
TWA
3385
TPB Wealth Advisors
Texas
$1.43M +$6.11K +21 +0.4%
RA
3386
Rodgers & Associates
Pennsylvania
$1.42M -$1.46K -5 -0.1%
P
3387
&Partners
Tennessee
$1.42M +$32.3K +111 +2%
BJ
3388
Brouwer & Janachowski
California
$1.42M +$87.9K +302 +6%
WFC
3389
Western Financial Corp
California
$1.41M -$28.8K -99 -2%
FFA
3390
Freedman Financial Associates
Massachusetts
$1.41M +$65.2K +224 +5%
ACM
3391
Ascendant Capital Management
California
$1.41M -$640K -2,200 -31%
OIM
3392
Opus Investment Management
Massachusetts
$1.41M
AFM
3393
Anson Funds Management
Texas
$1.41M +$1.45M +5,000 New
Cohen & Steers
3394
Cohen & Steers
New York
$1.41M -$376K -1,294 -21%
UWM
3395
USAdvisors Wealth Management
Minnesota
$1.41M +$50.3K +173 +4%
IDA
3396
Intelligence Driven Advisers
California
$1.41M +$87.6K +301 +7%
RFG
3397
Range Financial Group
Oregon
$1.41M -$50.9K -175 -3%
PWM
3398
PRW Wealth Management
Massachusetts
$1.4M -$12.2M -41,799 -89%
WEPOG
3399
Wealth Enhancement & Preservation of GA
Georgia
$1.4M -$7.86K -27 -0.5%
PCH
3400
PGIM Custom Harvest
New Jersey
$1.4M +$315K +1,083 +18%

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.