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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
ECM
3576
EMC Capital Management
Texas
$929K
PCFFS
3577
Pacific Center for Financial Services
California
$929K
LGA
3578
Lebenthal Global Advisors
New York
$928K +$18K +62 +2%
LP
3579
LGL Partners
Pennsylvania
$928K +$48K +165 +5%
CPW
3580
Catalyst Private Wealth
California
$925K +$43.6K +150 +5%
FFWM
3581
Future Financial Wealth Management
Ohio
$924K
SFC
3582
SYM Financial Corp
Indiana
$924K +$1.75K +6 +0.2%
BBP
3583
Banco BTG Pactual
Brazil
$923K -$5.99M -20,599 -86%
FAM
3584
Fenimore Asset Management
New York
$919K +$7.27K +25 +0.8%
WA
3585
Wealthstar Advisors
Texas
$918K -$24.4K -84 -3%
TFIPS
3586
Towarzystwo Funduszy Inwestycyjnych PZU SA
$917K +$73.6K +253 +8%
NCM
3587
Next Capital Management
New York
$915K
WA
3588
WESPAC Advisors
California
$910K +$939K +3,227 New
PS
3589
Portfolio Strategies
New York
$909K +$18.9K +65 +2%
CWM
3590
Concentrum Wealth Management
California
$908K +$14.5K +50 +2%
KWP
3591
Keystone Wealth Partners
Arizona
$905K +$196K +674 +27%
NRA
3592
NSI Retail Advisors
Pennsylvania
$903K
RAM
3593
Riggs Asset Management
Pennsylvania
$895K -$29.1K -100 -3%
LSA
3594
Lion Street Advisors
Texas
$894K +$148K +507 +19%
BIG
3595
Boothe Investment Group
Delaware
$892K +$12.8K +44 +1%
JCIA
3596
Jackson Creek Investment Advisors
Colorado
$889K -$29.7K -102 -3%
SPA
3597
Sentinel Pension Advisors
Massachusetts
$879K +$15.1K +52 +2%
FA
3598
Faithward Advisors
Pennsylvania
$878K +$363K +1,248 +67%
TWP
3599
Tower Wealth Partners
Pennsylvania
$867K +$13.1K +45 +1%
FA
3600
Fortis Advisors
Pennsylvania
$864K -$483K -1,661 -35%

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.