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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
CCIA
3851
Campbell & Co Investment Adviser
Maryland
$383K -$305K -1,050 -44%
TSA
3852
Tri-Star Advisors
Texas
$383K +$32.3K +111 +10%
BP
3853
BCK Partners
New York
$382K -$11.1K -38 -3%
PA
3854
Prism Advisors
California
$380K -$582 -2 -0.1%
LOAMU
3855
Lombard Odier Asset Management (USA)
New York
$379K -$1.94M -6,655 -83%
ASFA
3856
All Season Financial Advisors
Colorado
$379K +$5.82K +20 +2%
SA
3857
Sicart Associates
New York
$378K
MSWMA
3858
Market Street Wealth Management Advisors
Indiana
$378K +$56.4K +194 +17%
JPLA
3859
Joseph P. Lucia & Associates
New York
$377K -$2.62K -9 -0.7%
QCM
3860
Quantinno Capital Management
New York
$375K +$81.8K +281 +27%
VI
3861
Versor Investments
New York
$374K +$386K +1,327 New
E
3862
Ergoteles
New York
$372K -$15.4M -52,825 -98%
PIFP
3863
Partners in Financial Planning
Virginia
$371K +$6.11K +21 +2%
KTA
3864
Keeley-Teton Advisors
Illinois
$371K +$383K +1,315 New
FWM
3865
ForthRight Wealth Management
Georgia
$370K +$61.7K +212 +19%
GC
3866
Gibson Capital
Pennsylvania
$370K +$94.6K +325 +33%
OAJ
3867
Ogorek Anthony Joseph
New York
$369K +$33.8K +116 +10%
SEM
3868
Strategic Equity Management
Arizona
$366K +$64.9K +223 +21%
MAS
3869
Managed Account Services
Florida
$366K +$73.3K +252 +24%
SC
3870
Steph & Co
Wisconsin
$363K
AWM
3871
AAF Wealth Management
Massachusetts
$361K +$9.31K +32 +3%
FWI
3872
Facet Wealth Inc
Maryland
$359K +$149K +513 +68%
SFA
3873
Seneca Financial Advisors
New York
$356K +$1.46K +5 +0.4%
WCWM
3874
Wooster Corthell Wealth Management
Connecticut
$355K +$2.04K +7 +0.6%
AWM
3875
Altus Wealth Management
Kentucky
$354K +$11.6K +40 +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.