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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
CG
3401
Castellan Group
Kentucky
$1.4M +$916K +3,150 +175%
CIA
3402
Compass Ion Advisors
Pennsylvania
$1.39M -$238K -818 -14%
BPGAM
3403
BTG Pactual Global Asset Management
Bermuda
$1.39M -$5.45M -18,733 -79%
TWM
3404
TriaGen Wealth Management
California
$1.39M -$2.91K -10 -0.2%
OCPWS
3405
One Charles Private Wealth Services
Massachusetts
$1.39M +$27.1K +93 +2%
LFG
3406
Larson Financial Group
Missouri
$1.39M -$550K -1,890 -28%
NPPM
3407
North Point Portfolio Managers
Ohio
$1.39M +$17.5K +60 +1%
CAG
3408
Curtis Advisory Group
California
$1.38M -$69.2K -238 -5%
JI
3409
Jeereddi Investments
California
$1.38M
SDAM
3410
Shulman DeMeo Asset Management
New York
$1.37M +$1.41M +4,856 New
BC
3411
Blackcrane Capital
Washington
$1.36M
ACH
3412
ArrowMark Colorado Holdings
Colorado
$1.35M -$129K -442 -8%
MFT
3413
Moisand Fitzgerald Tamayo
Florida
$1.35M -$23.3K -80 -2%
AFS
3414
Axiom Financial Strategies
Indiana
$1.35M
LAM
3415
LifePro Asset Management
California
$1.35M -$121K -415 -8%
APWM
3416
Atlas Private Wealth Management
New York
$1.35M +$94.6K +325 +7%
RWMH
3417
Riverpoint Wealth Management Holdings
Illinois
$1.34M -$389K -1,338 -22%
RPGK
3418
Retirement Planning Group (Kansas)
Kansas
$1.34M -$68.7K -236 -5%
RWM
3419
Reston Wealth Management
Virginia
$1.34M +$15.4K +53 +1%
XSC
3420
X-Square Capital
Puerto Rico
$1.33M +$48.3K +166 +4%
BFG
3421
Barber Financial Group
Kansas
$1.33M +$15.7K +54 +1%
TF
3422
TLWM Financial
Texas
$1.33M +$148K +509 +12%
HPC
3423
Hobart Private Capital
North Carolina
$1.33M -$127K -437 -8%
AI
3424
AXS Investments
New York
$1.32M -$13.4M -46,184 -91%
ACP
3425
Arcus Capital Partners
Georgia
$1.32M +$81.2K +279 +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.