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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
PNC
526
Park National Corp
Ohio
$124M -$2.76M -9,499 -2%
ACM
527
Argent Capital Management
Missouri
$124M +$29.9M +102,648 +30%
GLA
528
Great Lakes Advisors
Illinois
$124M -$3.25M -11,173 -2%
RAM
529
RWC Asset Management
United Kingdom
$123M
KRS
530
Kentucky Retirement Systems
Kentucky
$123M -$474K -1,630 -0.4%
BSA
531
Braun Stacey Associates
New York
$123M -$4.01M -13,786 -3%
PFM
532
Parsec Financial Management
North Carolina
$122M +$5.42M +18,640 +5%
CG
533
Colony Group
Massachusetts
$122M +$2.07M +7,119 +2%
RCW
534
Rheos Capital Works
Japan
$121M -$14.5M -50,000 -10%
OC
535
Oakmont Corp
California
$121M
WGAM
536
Wilkinson Global Asset Management
New York
$120M -$2.72M -9,363 -2%
RA
537
Rovida Advisors
Florida
$120M
CM
538
Castleark Management
Illinois
$119M -$17.3M -59,365 -12%
CA
539
CastleArk Alternatives
Illinois
$119M +$123M +422,290 New
GH
540
GAM Holding
Switzerland
$119M +$19.1M +65,517 +18%
MAM
541
Martingale Asset Management
Massachusetts
$119M -$33.7M -115,908 -22%
SRIM
542
Saratoga Research & Investment Management
California
$119M +$7.32M +25,153 +6%
RHBC
543
R.H. Bluestein & Co
Michigan
$118M -$1.26M -4,324 -1%
BCPEMI
544
Bain Capital Public Equity Management II
Massachusetts
$118M +$945K +3,247 +0.8%
WMC
545
Westwood Management Corporation
Illinois
$118M
BAM
546
Barrett Asset Management
New York
$117M -$278K -955 -0.2%
BPA
547
Beacon Pointe Advisors
California
$117M +$69.2M +237,686 +135%
DCM
548
Dupont Capital Management
Delaware
$117M -$40.9M -140,494 -25%
JLBC
549
J.L. Bainbridge & Co
Florida
$117M -$1.24M -4,275 -1%
BPWM
550
Badgley Phelps Wealth Managers
Washington
$117M +$120M +413,725 New

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.