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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
CLG
726
Cooperman Leon G
$69.3M
TCM
727
Tradewinds Capital Management
Washington
$69.3M -$510K -1,753 -0.7%
SEM
728
Suncoast Equity Management
Florida
$69M -$4.19M -14,416 -6%
ZIC
729
ZWJ Investment Counsel
Georgia
$68.8M -$143K -493 -0.2%
KWM
730
Kingsview Wealth Management
Oregon
$68.6M +$9.31M +31,999 +15%
SSB
731
Sandy Spring Bank
Maryland
$68.4M -$1.85M -6,361 -3%
CRC
732
Curi RMB Capital
Illinois
$67.9M +$971K +3,338 +1%
AA
733
Ancora Advisors
Ohio
$67.7M +$1.52M +5,223 +2%
FNBT
734
FineMark National Bank & Trust
Florida
$66.9M -$133K -457 -0.2%
SSWM
735
Smith Salley Wealth Management
North Carolina
$66.8M +$791K +2,720 +1%
YL
736
YCG LLC
Texas
$66.7M +$3.75M +12,885 +6%
FNT
737
First National Trust
Pennsylvania
$66.5M +$440K +1,513 +0.6%
TC
738
TownSquare Capital
Utah
$66.4M -$14.4M -49,417 -17%
GAI
739
General American Investors
New York
$66.3M
FSA
740
Franklin Street Advisors
North Carolina
$66.2M -$5M -17,193 -7%
CNAM
741
Campbell Newman Asset Management
Wisconsin
$66.2M +$55.6K +191 +0.1%
UM
742
Ulysses Management
New York
$66M
BVDMP
743
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$65.4M -$3.2M -11,000 -4%
ACI
744
Alpha Cubed Investments
California
$65.4M -$288K -991 -0.4%
PFO
745
Pathstone Family Office
New Jersey
$65.4M +$18M +61,784 +36%
MYAM
746
Meiji Yasuda Asset Management
Japan
$65.3M -$62.4M -214,407 -48%
CA
747
Cullinan Associates
Kentucky
$65.3M +$892K +3,066 +1%
EWM
748
Elite Wealth Management
Washington
$65M +$157K +538 +0.2%
WAS
749
Wesleyan Assurance Society
United Kingdom
$64.9M +$2.71M +9,300 +4%
CI
750
Cigna Investments
Connecticut
$64.9M -$1.5M -5,151 -2%

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.