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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
DA
3676
DCF Advisers
Connecticut
$705K
PIC
3677
Portland Investment Counsel
Ontario, Canada
$705K
CCA
3678
Covey Capital Advisors
Georgia
$705K +$727K +2,500 New
CMA
3679
Cedar Mountain Advisors
Oregon
$704K +$9.6K +33 +1%
PWP
3680
Personal Wealth Partners
Minnesota
$703K
EA
3681
Elm Advisors
California
$702K -$63.4K -218 -8%
FSG
3682
Financial Strategies Group
Michigan
$700K +$64.3K +221 +10%
MA
3683
Mosaic Advisors
Texas
$695K -$1.22M -4,209 -63%
SMF
3684
Sterling Manor Financial
New York
$695K +$3.49K +12 +0.5%
BWM
3685
Blossom Wealth Management
California
$695K +$141K +484 +24%
AC
3686
AWM Capital
Arizona
$693K +$591K +2,032 New
NRI
3687
NFP Retirement Inc
California
$690K -$267K -916 -27%
ACM
3688
Anfield Capital Management
California
$689K +$653K +2,243 New
ACA
3689
Ascension Capital Advisors
Texas
$688K
OFG
3690
OmniStar Financial Group
North Carolina
$685K +$708K +2,432 New
EP
3691
EPIQ Partners
Minnesota
$684K
SCA
3692
Stuart Chaussee & Associates
California
$684K
AW
3693
Avion Wealth
Texas
$676K
CRCM
3694
Corbett Road Capital Management
Virginia
$674K +$52.1K +179 +8%
PWS
3695
Precision Wealth Strategies
Missouri
$674K +$198K +680 +40%
MIM
3696
Martin Investment Management
Florida
$671K
CFA
3697
Camarda Financial Advisors
Florida
$664K -$15.7K -54 -2%
BCM
3698
Birmingham Capital Management
Alabama
$664K
BIA
3699
Bell Investment Advisors
California
$661K +$683K +2,346 New
VCG
3700
Vantage Consulting Group
Virginia
$656K -$91.6K -315 -12%

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.