We are live on ! Find out more
MSFT icon

Microsoft

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
PFA
3476
Pettinga Financial Advisors
Indiana
$1.18M -$29.1K -100 -2%
SL
3477
Salomon & Ludwin
Virginia
$1.17M +$406K +1,394 +50%
CS
3478
Capital Square
Tennessee
$1.17M +$23.9K +82 +2%
BAMG
3479
Brand Asset Management Group
Missouri
$1.17M -$144K -495 -11%
FFA
3480
Fi3 Financial Advisors
Indiana
$1.16M -$13.1K -45 -1%
PI
3481
Pachira Investments
California
$1.16M -$144K -496 -11%
SHWM
3482
Smith & Howard Wealth Management
Georgia
$1.15M -$39.9K -137 -3%
AWM
3483
Activest Wealth Management
Florida
$1.15M +$385K +1,324 +48%
VC
3484
Veery Capital
Delaware
$1.15M -$72.4K -249 -6%
FWM
3485
FSA Wealth Management
Massachusetts
$1.15M
NVIM
3486
New Vernon Investment Management
Illinois
$1.14M
SWP
3487
ShoreHaven Wealth Partners
New Jersey
$1.13M -$32K -110 -3%
HFP
3488
Holistic Financial Partners
Indiana
$1.13M +$7.57K +26 +0.7%
CIAS
3489
CFS Investment Advisory Services
New Jersey
$1.13M +$848K +2,915 +265%
AA
3490
ACT Advisors
North Carolina
$1.13M -$4.36K -15 -0.4%
PAWC
3491
P.A.W. Capital
Connecticut
$1.13M -$145K -500 -11%
GPCM
3492
Granite Point Capital Management
Massachusetts
$1.13M
WCM
3493
Windham Capital Management
Massachusetts
$1.13M
CFSG
3494
Clark Financial Services Group
Missouri
$1.13M +$99.5K +342 +9%
WCM
3495
Windsor Capital Management
Arizona
$1.13M +$58.5K +201 +5%
NAG
3496
Northstar Advisory Group
New Jersey
$1.12M -$4.3M -14,764 -79%
AM
3497
Ampfield Management
New York
$1.12M
SPAS
3498
Spectrum Planning & Advisory Services
California
$1.12M +$291 +1 +0%
TA
3499
TrueWealth Advisors
Alabama
$1.12M -$9.02K -31 -0.8%
DAM
3500
Draper Asset Management
New York
$1.11M +$269K +925 +31%

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.