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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
MAM
3876
MMA Asset Management
Pennsylvania
$350K +$3.2K +11 +0.9%
HCC
3877
Hirtle Callaghan & Co
Pennsylvania
$348K +$360K +1,236 New
SC
3878
Saybrook Capital
North Carolina
$347K
TFA
3879
Tranquilli Financial Advisor
New Jersey
$346K +$26.5K +91 +8%
TC
3880
TwinBeech Capital
New York
$346K +$357K +1,226 New
EPP
3881
ETF Portfolio Partners
Kansas
$343K
OF
3882
Outfitter Financial
Maine
$337K -$16K -55 -4%
WFO
3883
Wealthgate Family Office
Colorado
$337K +$348K +1,196 New
MM
3884
Meridian Management
Arkansas
$336K
NCP
3885
NexWave Capital Partners
New York
$336K
BWM
3886
Biltmore Wealth Management
Arizona
$335K -$1.46K -5 -0.4%
HCIA
3887
Hochman Cole Investment Advisors
Illinois
$332K -$6.4K -22 -2%
AAM
3888
Ameraudi Asset Management
New York
$332K -$1.46K -5 -0.4%
IA
3889
Inspire Advisors
Idaho
$331K +$109K +374 +47%
SFG
3890
SageGuard Financial Group
Tennessee
$330K -$8.6M -29,553 -96%
CI
3891
Chartist Inc
California
$329K +$291 +1 +0.1%
TSS
3892
Two Sigma Securities
New York
$329K -$327K -1,125 -49%
SAS
3893
Sanford Advisory Services
Michigan
$328K -$582K -2,000 -63%
BC
3894
Bridgefront Capital
Texas
$327K +$338K +1,161 New
CWAF
3895
Core Wealth Advisors (Florida)
Florida
$322K -$13.7K -47 -4%
NEGWA
3896
New England Guild Wealth Advisors
Connecticut
$320K +$291 +1 +0.1%
HG
3897
Harbor Group
New Hampshire
$319K
WC
3898
Weil Company
California
$318K
SWM
3899
Shakespeare Wealth Management
Wisconsin
$315K +$53.8K +185 +20%
DGI
3900
Disciplined Growth Investors
Minnesota
$313K -$2.91K -10 -0.9%

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.