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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
PHAM
3976
Portland Hill Asset Management
United Kingdom
$206K
FA
3977
Financial Advantage
Maryland
$204K
FFC
3978
Fure Financial Corporation
Minnesota
$196K +$203K +696 New
LPWM
3979
Lake Point Wealth Management
Texas
$188K +$20.1K +69 +12%
YAL
3980
Your Advocates Ltd
Texas
$185K -$215K -739 -53%
SFO
3981
Standard Family Office
South Dakota
$183K -$5.11M -17,569 -96%
ARIS
3982
Advanced Research Investment Solutions
California
$180K +$168K +576 +914%
CPFP
3983
Clear Perspectives Financial Planning
Ohio
$173K
SL
3984
Savior LLC
Massachusetts
$172K -$779K -2,677 -81%
CCM
3985
Cutler Capital Management
Massachusetts
$169K
SAM
3986
Strategic Asset Management
Minnesota
$168K +$166K +570 New
CPWM
3987
Cypress Point Wealth Management
Texas
$156K -$674K -2,315 -81%
MGI
3988
MayTech Global Investments
New York
$154K +$6.4K +22 +4%
BHWM
3989
Bay Harbor Wealth Management
Maryland
$142K +$291 +1 +0.2%
RFP
3990
Roth Financial Partners
Texas
$141K
BBHC
3991
Brown Brothers Harriman & Co
New York
$141K +$4.02M +13,829 +3%
BC
3992
Barnett & Company
Tennessee
$138K -$129K -445 -48%
FCAS
3993
First Command Advisory Services
Texas
$127K +$135K +463 New
SPIA
3994
Strategic Point Investment Advisors
Rhode Island
$114K
NR
3995
Newfound Research
Massachusetts
$100K +$6.4K +22 +7%
JWBC
3996
John W. Brooker & Co
California
$93K -$16K -55 -14%
APP
3997
Alpha Paradigm Partners
Illinois
$91K +$93.7K +322 New
TG
3998
TCW Group
California
$88.6K -$1.36M -4,658 -1%
IWP
3999
IAG Wealth Partners
Wisconsin
$85K
MWC
4000
MKD Wealth Coaches
Michigan
$85K

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.