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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
MCM
776
Maple Capital Management
Vermont
$60.9M +$1.27M +4,361 +2%
IMRF
777
Illinois Municipal Retirement Fund
Illinois
$60.7M -$296K -1,018 -0.5%
OSIA
778
O'Shares Investment Advisers
Massachusetts
$60.6M -$5.75M -19,772 -8%
WFMPM
779
Woodley Farra Manion Portfolio Management
Indiana
$60.6M -$5.21M -17,923 -8%
FLII
780
First Long Island Investors
New York
$60.5M +$1.07M +3,667 +2%
ACM
781
Azimuth Capital Management
Michigan
$60.4M -$581K -1,998 -0.9%
LSA
782
Leonteq Securities AG
Switzerland
$60.2M +$25.8M +88,576 +71%
SCA
783
Sander Capital Advisors
Washington
$60.2M +$203K +698 +0.3%
PTC
784
Petrus Trust Company
Texas
$60.1M +$70.1K +241 +0.1%
IRF
785
IBM Retirement Fund
New York
$60M +$128K +440 +0.2%
WG
786
Welch Group
Alabama
$59.9M -$828K -2,846 -1%
TAM
787
Taurus Asset Management
New York
$59.9M +$910K +3,126 +1%
SC
788
SouthState Corp
Florida
$59.9M -$1.1M -3,780 -2%
OCM
789
Oribel Capital Management
New York
$59.7M +$28.7M +98,600 +87%
NPF
790
Norris Perne & French
Michigan
$59.6M -$8.94M -30,738 -13%
BCM
791
Bowie Capital Management
Texas
$59.4M +$1.85M +6,360 +3%
MC
792
Montag & Caldwell
Georgia
$59.4M +$52.7K +181 +0.1%
LCM
793
Logan Capital Management
Pennsylvania
$59.3M +$864K +2,969 +1%
NAM
794
NorthCoast Asset Management
Connecticut
$59.2M +$310K +1,066 +0.5%
SAM
795
Sawgrass Asset Management
Florida
$58.9M -$12.6M -43,384 -17%
IHL
796
Investment House LLC
California
$58.6M -$614K -2,110 -1%
CTI
797
Community Trust & Investment
Kentucky
$58.5M +$909K +3,125 +2%
ELI
798
Empire Life Investments
Ontario, Canada
$58.3M +$158K +543 +0.3%
Kovitz Investment Group Partners
799
Kovitz Investment Group Partners
Illinois
$58.2M -$3.21M -11,043 -5%
PCIG
800
Partners Capital Investment Group
Massachusetts
$58.2M -$5.69M -19,553 -9%

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.