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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
CWA
4001
Carolina Wealth Advisors
South Carolina
$82K -$12.2K -42 -13%
EC
4002
Estate Counselors
Wisconsin
$77K
BGC
4003
Beutel, Goodman & Co
Ontario, Canada
$73K +$75.9K +261 New
SSC
4004
Syverson Strege & Co
Iowa
$72K +$74.5K +256 New
DFCM
4005
Dark Forest Capital Management
Puerto Rico
$71K +$73.6K +253 New
AWA
4006
Artemis Wealth Advisors
New York
$62.3K
MG
4007
MilWealth Group
Wisconsin
$59.2K +$5.24K +18 +9%
WFA
4008
Wells Financial Advisors
Massachusetts
$48K
WIA
4009
Wealthstreet Investment Advisors
Texas
$45K -$68.7K -236 -60%
HSA
4010
Hussman Strategic Advisors
Maryland
$44K -$115K -395 -72%
TJHA
4011
Thomas J. Herzfeld Advisors
Florida
$43K
DTIM
4012
Danda Trouve Investment Management
Kansas
$37K
RS
4013
Robeco Schweiz
Switzerland
$34.7K +$1.01M +3,474 +3%
IHWM
4014
Iron Horse Wealth Management
Iowa
$31K
GC
4015
Globeflex Capital
California
$21K
HMS
4016
Hanseatic Management Services
New Mexico
$20K +$20.7K +71 New
AWMS
4017
Advocacy Wealth Management Services
Georgia
$14K
LIM
4018
Longfellow Investment Management
Massachusetts
$14K
NWM
4019
Navigation Wealth Management
Colorado
$11K +$10.5K +36 New
CI
4020
Cordant Inc
Oregon
$11K +$11.1K +38 New
T2I
4021
Turim 21 Investimentos
Brazil
$9K
SC
4022
Saban Cheryl
$7K
CCMIC
4023
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6K +$6.11K +21 New
BC
4024
Belmont Capital
California
$6K +$6.4K +22 New
LIA
4025
LBMC Investment Advisors
Tennessee
$3.66K -$905K -3,110 -26%

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.