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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
GIA
651
Guyasuta Investment Advisors
Pennsylvania
$84.1M -$827K -2,843 -0.9%
PL
652
Parthenon LLC
Kentucky
$84.1M -$734K -2,522 -0.8%
AL
653
Appaloosa LP
New Jersey
$83.9M -$4.36M -15,000 -5%
AGDR
654
AdamCapital Gestao de Recursos
Brazil
$83.8M +$86.5M +297,140 New
BG
655
Bollard Group
Massachusetts
$83.7M +$151K +518 +0.2%
IAA
656
Independent Advisor Alliance
North Carolina
$83.2M -$2.15M -7,379 -2%
SSA
657
Schonfeld Strategic Advisors
New York
$83.1M +$50.2M +172,383 +141%
BHC
658
Bowen Hanes & Co
Florida
$82.6M -$2.49M -8,575 -3%
DKCM
659
Davidson Kempner Capital Management
New York
$82.5M -$17.3M -59,511 -17%
SFM
660
Stack Financial Management
Montana
$82.5M -$489K -1,680 -0.6%
CTC
661
Central Trust Company
Missouri
$82.4M +$27.1K +93 +0%
OCM
662
Osterweis Capital Management
California
$82.3M +$1.16K +4 +0%
H
663
Hexavest
Quebec, Canada
$82M -$11.1M -38,154 -12%
FCH
664
Freestone Capital Holdings
Washington
$81.9M +$7.19M +24,726 +9%
ACM
665
Advisors Capital Management
New Jersey
$81.9M +$3.41M +11,717 +4%
KA
666
Kintegral Advisory
New York
$81.7M
MCM
667
Maryland Capital Management
Maryland
$81.6M -$2.11M -7,259 -2%
CCM
668
Covington Capital Management
California
$81.5M -$1.25M -4,310 -1%
SAI
669
Systematic Alpha Investments
New Jersey
$81.5M +$64K +220 +0.1%
CIC
670
Carnegie Investment Counsel
Ohio
$80.9M -$1.1M -3,780 -1%
WB
671
WesBanco Bank
West Virginia
$80.3M -$423K -1,454 -0.5%
KFM
672
KG Funds Management
New York
$79.9M
OAC
673
OMERS Administration Corp
Ontario, Canada
$79.7M +$82.3M +282,832 New
CIPU
674
Caledonia Investments plc (UK)
United Kingdom
$79.7M
NIMI
675
Natixis Investment Managers International
France
$79.4M -$377K -1,296 -0.5%

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.