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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$10.1B -$36.3M -124,723 -0.3%
Goldman Sachs
27
Goldman Sachs
New York
$10B +$873M +3,000,595 +9%
Ameriprise
28
Ameriprise
Minnesota
$9.5B -$1.3B -4,479,707 -12%
PPA
29
Parametric Portfolio Associates
Washington
$9.43B +$149M +512,611 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$8.84B -$10.5M -36,248 -0.1%
UBS Group
31
UBS Group
Switzerland
$8.03B +$517M +1,778,007 +7%
Swiss National Bank
32
Swiss National Bank
Switzerland
$7.98B -$269M -925,100 -3%
Invesco
33
Invesco
Georgia
$7.87B -$58.5M -201,009 -0.7%
Fisher Asset Management
34
Fisher Asset Management
Washington
$7.2B +$207M +711,260 +3%
Franklin Resources
35
Franklin Resources
California
$7.13B -$40.5M -139,185 -0.5%
Amundi
36
Amundi
France
$6.69B -$277M -951,798 -4%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$6.46B -$321M -1,101,962 -5%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$6.26B -$149M -510,410 -2%
American Century Companies
39
American Century Companies
Missouri
$5.88B +$455M +1,565,087 +8%
Barclays
40
Barclays
United Kingdom
$5.85B +$1.07B +3,660,441 +21%
Jennison Associates
41
Jennison Associates
New York
$5.67B +$124M +427,120 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$5.29B +$163M +560,624 +3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$5.23B +$173M +593,845 +3%
MAM
44
Magellan Asset Management
Australia
$5.15B -$153M -524,862 -3%
Primecap Management
45
Primecap Management
California
$5.15B -$123M -423,094 -2%
ClearBridge Investments
46
ClearBridge Investments
New York
$5.08B -$148M -509,443 -3%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$5.07B +$910M +3,128,509 +21%
TCI Fund Management
48
TCI Fund Management
United Kingdom
$4.7B -$1.11B -3,800,361 -19%
CS
49
Credit Suisse
Switzerland
$4.41B +$77.5M +266,318 +2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$4.37B -$161M -554,822 -3%

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.