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
SI
3651
Shaker Investments
Ohio
$762K
DC
3652
Derby & Company
Massachusetts
$761K +$92.2K +317 +13%
EA
3653
Eclectic Associates
California
$759K -$20.7K -71 -3%
PFT
3654
Providence First Trust
Arizona
$749K -$26.2K -90 -3%
FS
3655
Ferguson Shapiro
Georgia
$749K +$582 +2 +0.1%
FPIS
3656
Financial Planning & Information Services
Wisconsin
$748K +$17.2K +59 +2%
ACM
3657
Alamar Capital Management
California
$743K +$213K +732 +38%
CRIG
3658
Charter Research & Investment Group
Connecticut
$740K
OBWP
3659
O'Brien Wealth Partners
Massachusetts
$739K -$974K -3,346 -57%
Nisa Investment Advisors
3660
Nisa Investment Advisors
Missouri
$739K +$28.6M +98,394 +4%
AFS
3661
Annapolis Financial Services
Maryland
$738K +$26.5K +91 +4%
BMD
3662
Better Money Decisions
New Mexico
$738K +$174K +598 +30%
SAM
3663
Sequent Asset Management
Texas
$735K +$87.3K +300 +13%
SWA
3664
Sightline Wealth Advisors
Connecticut
$729K +$291 +1 +0%
OGF
3665
Orin Green Financial
California
$727K +$2.04K +7 +0.3%
FI
3666
FIDELIS iM
Oregon
$723K +$746K +2,565 New
NQWM
3667
Northwest Quadrant Wealth Management
Oregon
$722K +$2.91K +10 +0.4%
SWG
3668
Summit Wealth Group
Vermont
$722K +$745K +2,560 New
WFA
3669
West Financial Advisors
Iowa
$720K +$29.1K +100 +4%
IFO
3670
Independent Family Office
New York
$716K -$349K -1,200 -32%
RA
3671
Riversedge Advisors
Delaware
$715K -$291 -1 -0%
NFGCM
3672
Norman Fields Gottscho Capital Management
New York
$712K
MFGP
3673
Marshall Financial Group (Pennsylvania)
Pennsylvania
$710K
KLI
3674
Kelman-Lazarov Inc
Tennessee
$708K +$18.9K +65 +3%
AL
3675
Arnhold LLC
New York
$705K -$29.1K -100 -4%

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.