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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
IWP
3551
Innova Wealth Partners
Pennsylvania
$990K
FWP
3552
Falcon Wealth Planning
California
$990K +$385K +1,322 +60%
BBW
3553
Blue Barn Wealth
Utah
$988K +$422K +1,449 +70%
OCG
3554
Opus Capital Group
Ohio
$983K -$287K -987 -22%
EARNEST Partners
3555
EARNEST Partners
Georgia
$982K
LFS
3556
Legacy Financial Strategies
Kansas
$980K +$45.4K +156 +5%
CBOR
3557
Community Bank of Raymore
Missouri
$976K -$9.6K -33 -0.9%
ST
3558
Sentinel Trust
Texas
$975K -$632K -2,173 -39%
FC
3559
FCA Corp
Texas
$974K
RWML
3560
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$962K +$17.2K +59 +2%
CIG
3561
Cairn Investment Group
Washington
$962K +$11.1K +38 +1%
CCM
3562
CAAS Capital Management
New York
$959K -$4.89M -16,800 -83%
WW
3563
Waterfront Wealth
Kansas
$956K +$6.69K +23 +0.7%
SFP
3564
Strategic Financial Partners
Oregon
$956K +$39K +134 +4%
PFM
3565
Peak Financial Management
Massachusetts
$955K +$14K +48 +1%
GCGDR
3566
Geo Capital Gestora de Recursos
Brazil
$953K -$620K -2,130 -39%
PP
3567
PrairieView Partners
Minnesota
$953K +$73.3K +252 +8%
TFF
3568
The Family Firm
Maryland
$950K -$18.6K -64 -2%
ACM
3569
Ategra Capital Management
Virginia
$950K
CF
3570
Corrigan Financial
Rhode Island
$942K -$15.7K -54 -2%
MAG
3571
Mayfair Advisory Group
Alabama
$940K
MCC
3572
Malaga Cove Capital
California
$937K
FMP
3573
Financial Management Professionals
Texas
$933K +$138K +475 +17%
AA
3574
Aufman Associates
Pennsylvania
$932K -$6.98K -24 -0.7%
PCM
3575
Pinz Capital Management
New York
$930K +$960K +3,300 New

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.