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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
MIH
476
Meitav Investment House
Israel
$155M +$59M +202,672 +58%
AWM
477
AE Wealth Management
Kansas
$155M +$8.16M +28,039 +5%
MCM
478
Moore Capital Management
New York
$153M +$70.9M +243,540 +82%
BAMCO Inc
479
BAMCO Inc
New York
$151M +$1.85M +6,356 +1%
NONA
480
Ninety One North America
New York
$151M +$8.93M +30,696 +6%
SF
481
Synovus Financial
Georgia
$151M +$4.98M +17,114 +3%
CAN
482
Cetera Advisor Networks
California
$150M +$7.22M +24,807 +5%
DAM
483
Delta Asset Management
Tennessee
$150M -$303K -1,042 -0.2%
SPIA
484
Steward Partners Investment Advisory
New York
$150M +$5.68M +19,533 +4%
CC
485
Capital Counsel
New York
$150M -$422K -1,451 -0.3%
ANI
486
American National Insurance
Texas
$149M -$111K -380 -0.1%
SCA
487
STALEY CAPITAL ADVISERS
Pennsylvania
$145M -$4.73M -16,245 -3%
AC
488
Avenir Corporation
Virginia
$144M -$11.5M -39,497 -7%
AC
489
Alleghany Corporation
New York
$143M
LFDLE
490
La Financiere de L'Echiquier
France
$143M +$3.22M +11,080 +2%
BB
491
Busey Bank
Illinois
$142M +$27M +92,690 +23%
EMPI
492
Elo Mutual Pension Insurance
Finland
$141M -$733K -2,520 -0.5%
TA
493
Trivest Advisors
Hong Kong
$141M +$65.2M +224,000 +81%
MC
494
Martin Currie
United Kingdom
$140M +$18.2M +62,680 +14%
PSUF
495
People's United Financial
Connecticut
$140M -$1.83M -6,283 -1%
UB
496
UMB Bank
Missouri
$139M +$366K +1,257 +0.3%
NMERB
497
New Mexico Educational Retirement Board
New Mexico
$139M -$2.91M -10,000 -2%
SCM
498
Shelton Capital Management
Colorado
$138M +$3.5M +12,046 +3%
LIP
499
Liontrust Investment Partners
United Kingdom
$138M +$143M +489,837 New
IC
500
Immersion Capital
United Kingdom
$138M

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.