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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
ODFS
3626
O'Donnell Financial Services
California
$809K +$835K +2,870 New
LRIC
3627
Long Road Investment Counsel
Michigan
$807K
EGWAG
3628
Elwood & Goetz Wealth Advisory Group
Georgia
$806K +$102K +350 +14%
FEM
3629
Fulcrum Equity Management
Texas
$801K +$593K +2,039 +254%
HIM
3630
Hanlon Investment Management
New Jersey
$799K +$413K +1,420 +100%
HCP
3631
Holt Capital Partners
Texas
$798K
WIC
3632
Wilkins Investment Counsel
Massachusetts
$796K
TAIM
3633
TD Ameritrade Investment Management
Nebraska
$795K -$120K -414 -10%
LWA
3634
Lowe Wealth Advisors
Maryland
$795K
NP
3635
Ninepoint Partners
Ontario, Canada
$792K
CWM
3636
Comprehensive Wealth Management
Washington
$791K -$8.73K -30 -1%
CCM
3637
Chiron Capital Management
Florida
$791K +$14.5K +50 +2%
BWM
3638
Brickley Wealth Management
California
$789K +$21.8K +75 +3%
QTM
3639
qPULA Trading Management
New York
$789K +$815K +2,800 New
GKWIM
3640
Gerber Kawasaki Wealth & Investment Management
California
$787K -$26.3M -90,345 -99%
3F
3641
360 Financial
Minnesota
$785K -$87.3K -300 -10%
SAM
3642
Silphium Asset Management
United Kingdom
$785K +$544K +1,869 +204%
RL
3643
Ruffer LLP
United Kingdom
$782K -$6.11K -21 -0.8%
AG
3644
AlphaSimPlex Group
Massachusetts
$778K +$803K +2,761 New
ETS
3645
ESL Trust Services
New York
$773K
TIM
3646
Total Investment Management
Arizona
$771K +$93.1K +320 +13%
WFAG
3647
Wescott Financial Advisory Group
Pennsylvania
$770K -$96.9K -333 -11%
BWLSA
3648
Blue Water Life Science Advisors
California
$769K
ONGA
3649
O'Neil Global Advisors
California
$763K -$515K -1,769 -40%
AWM
3650
Aprio Wealth Management
Georgia
$763K +$2.33K +8 +0.3%

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.