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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
WIM
3951
Westside Investment Management
California
$252K -$96K -330 -1%
APSP
3952
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K +$582 +2 +0.2%
VFIC
3953
Valley Forge Investment Consultants
Pennsylvania
$248K -$85K -292 -25%
KCM
3954
Kendall Capital Management
Maryland
$245K +$25K +86 +11%
WAM
3955
Wakefield Asset Management
Colorado
$244K +$252K +865 New
HWA
3956
Hillcrest Wealth Advisors
New Jersey
$242K -$18.3K -63 -7%
NHFG
3957
New Harbor Financial Group
Massachusetts
$239K
HC
3958
Hatton Consulting
Arizona
$237K
AM
3959
Atwater Malick
Pennsylvania
$233K +$17.7K +61 +8%
GIA
3960
Goodwin Investment Advisory
Georgia
$231K +$238K +819 New
PWAC
3961
Private Wealth Advisors (California)
California
$229K +$202K +694 New
GG
3962
GenWealth Group
New Jersey
$228K
HF
3963
Halpern Financial
Virginia
$226K +$91.6K +315 +65%
GF
3964
Goodman Financial
Texas
$226K
KCMH
3965
Keywise Capital Management (HK)
Hong Kong
$226K
MA
3966
MANA Advisors
New York
$226K +$234K +803 New
JAWM
3967
J. Arnold Wealth Management
Ohio
$225K +$291 +1 +0.1%
PFA
3968
Peak Financial Advisors
Colorado
$221K +$228K +785 New
HA
3969
Harborview Advisors
Maine
$215K
SP
3970
SWS Partners
Ohio
$213K +$291 +1 +0.1%
SFS
3971
Solitude Financial Services
Virginia
$211K +$217K +747 New
OKSA
3972
O'Keefe Stevens Advisory
New York
$208K
SPIO
3973
Seven Post Investment Office
California
$208K
UOTTAIMCU
3974
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$208K +$215K +739 New
MECA
3975
Miller Equity Capital Advisors
Texas
$207K +$214K +736 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.