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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
LWP
3926
Laurel Wealth Planning
Minnesota
$277K +$85.8K +295 +43%
MWM
3927
MorganRosel Wealth Management
Colorado
$276K
CFGF
3928
Compass Financial Group (Florida)
Florida
$275K
TAM
3929
Tucker Asset Management
Colorado
$273K +$94.6K +325 +65%
SC
3930
Skylands Capital
Wisconsin
$271K -$412K -1,415 -60%
1CM
3931
1492 Capital Management
Wisconsin
$270K -$15.4K -53 -5%
TWP
3932
Total Wealth Planning
Ohio
$270K -$5.24K -18 -2%
TWM
3933
Tanglewood Wealth Management
Texas
$268K
TB
3934
Terril Brothers
Missouri
$268K
SWMG
3935
Sanchez Wealth Management Group
Florida
$266K +$291 +1 +0.1%
RVM
3936
Robinson Value Management
Texas
$266K +$274K +942 New
JMF
3937
Johnson Midwest Financial
Iowa
$265K +$10.5K +36 +4%
GWAG
3938
Garrett Wealth Advisory Group
Texas
$264K +$14K +48 +5%
GIM
3939
Greylin Investment Management
Virginia
$261K
WFA
3940
Wade Financial Advisory
California
$261K +$30K +103 +13%
TCM
3941
TimesSquare Capital Management
New York
$259K -$1.78M -6,120 -87%
BFP
3942
Briaud Financial Planning
Texas
$257K -$49.5K -170 -16%
PIN
3943
Prudent Investors Network
California
$255K +$17.5K +60 +7%
CCM
3944
Crabel Capital Management
California
$255K +$263K +905 New
RWA
3945
RGT Wealth Advisors
Texas
$255K +$263K +905 New
LL
3946
LPWM LLC
Minnesota
$254K -$45.4K -156 -15%
LWIC
3947
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K +$262K +900 New
ICMP
3948
Integrated Capital Management (Pennsylvania)
Pennsylvania
$253K
JSA
3949
Jacobson & Schmitt Advisors
Wisconsin
$252K
G
3950
Gainplan
Michigan
$252K +$262K +901 New

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.