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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
TFA
3901
Tobias Financial Advisors
Florida
$312K -$11.6K -40 -3%
JWS
3902
Juncture Wealth Strategies
Arizona
$311K -$413K -1,420 -56%
CB
3903
Cooke & Bieler
Pennsylvania
$310K
NIA
3904
NIA Impact Advisors
California
$310K +$291 +1 +0.1%
KIG
3905
Kessler Investment Group
Indiana
$309K +$314K +1,078 +5,674%
DWA
3906
Dorsey Wright & Associates
California
$307K +$316K +1,087 New
WFPG
3907
Waller Financial Planning Group
Ohio
$306K +$47.7K +164 +18%
AIS
3908
American Investment Services
Massachusetts
$305K +$31.7K +109 +11%
RHJA
3909
Rice Hall James & Associates
California
$302K
YMRC
3910
Yorktown Management & Research Company
Virginia
$302K
FAM
3911
Fulcrum Asset Management
United Kingdom
$301K
FSWA
3912
Financial Synergies Wealth Advisors
Texas
$299K +$46.8K +161 +18%
TI
3913
Telemetry Investments
New York
$297K +$45.1K +155 +17%
LAM
3914
Lountzis Asset Management
Pennsylvania
$296K
FCT
3915
Family Capital Trust
Massachusetts
$296K
JWM
3916
Jackson Wealth Management
Florida
$291K +$3.82M +13,144 +8%
MAP
3917
Milestone Advisory Partners
North Carolina
$288K -$66.9K -230 -18%
WFA
3918
Websterrogers Financial Advisors
South Carolina
$285K
HCA
3919
Hyperion Capital Advisors
New York
$284K
AOG
3920
Alpha Omega Group
Virginia
$282K
IFA
3921
Interactive Financial Advisors
Illinois
$282K
AIA
3922
Armor Investment Advisors
North Carolina
$281K
MWM
3923
Maltin Wealth Management
New Jersey
$280K +$13.7K +47 +5%
HWM
3924
HFR Wealth Management
New York
$279K -$52.4K -180 -15%
CBT
3925
Capital Bank & Trust
California
$277K -$357M -1,226,914 -100%

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.