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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
BAMF
501
BI Asset Management Fondsmaeglerselskab
Denmark
$138M -$3.68M -12,655 -3%
TRCT
502
Tower Research Capital (TRC)
New York
$138M -$9.93M -34,126 -7%
B
503
Bailard
California
$137M -$1.32M -4,541 -0.9%
HMP
504
HS Management Partners
New York
$137M -$67M -230,435 -32%
ABC
505
Associated Banc-Corp
Wisconsin
$136M -$3.43M -11,785 -2%
NLGIA
506
Nippon Life Global Investors Americas
New York
$136M -$8.64M -29,710 -6%
PWLP
507
Prio Wealth Limited Partnership
Massachusetts
$135M -$225K -775 -0.2%
MG
508
Markel Group
Virginia
$135M
Sands Capital Management
509
Sands Capital Management
Virginia
$134M +$1.24M +4,267 +0.9%
HP
510
Hound Partners
New York
$133M +$50M +171,733 +57%
BFM
511
Boston Financial Management
Massachusetts
$133M -$1.54M -5,279 -1%
IC
512
Inverness Counsel
New York
$132M -$1.93M -6,639 -1%
BIM
513
Bridges Investment Management
Nebraska
$132M -$14.9M -51,051 -10%
BS
514
Banco Santander
Spain
$132M -$27.8M -95,450 -17%
AAP
515
Aristotle Atlantic Partners
Florida
$132M -$3.48M -11,972 -3%
TGHSA
516
TPG Group Holdings (SBS) Advisors
Texas
$131M -$37.5M -128,967 -22%
NSLI
517
Nan Shan Life Insurance
Taiwan
$131M
CT
518
Cambridge Trust
Massachusetts
$131M +$178K +613 +0.1%
PA
519
Pinnacle Associates
New York
$129M +$1.96M +6,745 +1%
CM
520
Corvex Management
New York
$128M +$607K +2,085 +0.5%
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$128M +$25.4M +87,238 +24%
CHP
522
Castle Hook Partners
New York
$127M +$73M +251,047 +126%
DSA
523
Davis Selected Advisers
Arizona
$127M -$2.08M -7,142 -2%
Cerity Partners
524
Cerity Partners
New York
$126M -$984K -3,382 -0.7%
CGH
525
Crossmark Global Holdings
Texas
$125M -$737K -2,533 -0.6%

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.