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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
JA
3801
JVL Associates
Michigan
$470K +$13.7K +47 +3%
SIMG
3802
Stephens Investment Management Group
Texas
$469K
LAS
3803
Lloyd Advisory Services
Georgia
$468K +$86.4K +297 +22%
BA
3804
Ballew Advisors
Mississippi
$464K +$26.8K +92 +6%
MWA
3805
Motive Wealth Advisors
Michigan
$462K +$170K +586 +56%
CIR
3806
Clear Investment Research
Georgia
$461K +$582 +2 +0.1%
RI
3807
Ridgewood Investments
New Jersey
$458K
TSS
3808
Thomas Story & Son
Indiana
$455K -$7.27K -25 -2%
AFG
3809
Affinia Financial Group
Massachusetts
$453K -$6.11K -21 -1%
AWM
3810
Avondale Wealth Management
Texas
$453K +$334K +1,148 +250%
ODIJL
3811
One Day In July LLC
Vermont
$449K +$14.3K +49 +3%
OPWM
3812
Oakwell Private Wealth Management
Texas
$444K
BIA
3813
Barry Investment Advisors
Massachusetts
$444K +$193K +665 +73%
LIM
3814
Lagoda Investment Management
New York
$440K
SFPG
3815
Stonebridge Financial Planning Group
Florida
$440K
HWA
3816
Heartwood Wealth Advisors
Virginia
$440K +$41K +141 +10%
AWA
3817
Alaska Wealth Advisors
Alaska
$439K +$94K +323 +26%
JWM
3818
JFG Wealth Management
Colorado
$436K
BWM
3819
Benchmark Wealth Management
Connecticut
$430K
SL
3820
Stevard LLC
Illinois
$430K +$94.8K +326 +27%
TFA
3821
TPG Financial Advisors
Oregon
$429K -$582 -2 -0.1%
TLFA
3822
True Link Financial Advisors
California
$428K
HWA
3823
Hilltop Wealth Advisors
North Carolina
$427K
APC
3824
Asset Planning Corporation
Tennessee
$426K
BWA
3825
BlueSky Wealth Advisors
North Carolina
$426K +$21.8K +75 +5%

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.