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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
TFM
826
TPI Fund Managers
United Kingdom
$54.8M -$3.83M -13,161 -6%
HCMG
827
Howard Capital Management Group
California
$54.7M +$227K +780 +0.4%
CCP
828
Corient Capital Partners
California
$54.7M +$3.01M +10,355 +6%
TCM
829
Twin Capital Management
Pennsylvania
$54.5M -$3.57M -12,283 -6%
DWM
830
Doyle Wealth Management
Florida
$54.4M -$254K -872 -0.5%
RT
831
Rockland Trust
Massachusetts
$54.2M +$401K +1,379 +0.7%
MFAM
832
Motley Fool Asset Management
Virginia
$54.1M +$2.86M +9,826 +5%
CA
833
CSM Advisors
Pennsylvania
$54M -$783K -2,690 -1%
CP
834
Cumberland Partners
Ontario, Canada
$53.9M -$3.04M -10,435 -5%
WC
835
Woodstock Corp
Massachusetts
$53.8M -$1.22M -4,207 -2%
PMAM
836
Picton Mahoney Asset Management
Ontario, Canada
$53.8M -$1.97M -6,784 -3%
TPCW
837
TD Private Client Wealth
New York
$53.7M -$5.63M -19,361 -9%
HC
838
Henshaw Capital
Massachusetts
$53.4M
BIAS
839
Beacon Investment Advisory Services
New Jersey
$53.3M +$46.6K +160 +0.1%
SCM
840
Silvant Capital Management
Georgia
$53.3M -$8.47M -29,101 -13%
LCS
841
Levin Capital Strategies
New York
$53.2M -$576K -1,979 -1%
NOCM
842
Night Owl Capital Management
Connecticut
$53.1M +$141K +486 +0.3%
NRS
843
Neville Rodie & Shaw
New York
$53M -$390K -1,341 -0.7%
YIA
844
YHB Investment Advisors
Connecticut
$52.9M -$160K -550 -0.3%
AAS
845
Avantax Advisory Services
Texas
$52.8M +$4M +13,735 +8%
EGA
846
Eagle Global Advisors
Texas
$52.7M +$308K +1,057 +0.6%
PCM
847
Polaris Capital Management
Massachusetts
$52.4M -$8.67M -29,800 -14%
RMCM
848
Reynders McVeigh Capital Management
Massachusetts
$52.3M +$255K +875 +0.5%
RC
849
Randolph Company
Ohio
$52.2M -$14.3K -49 -0%
TNB
850
Thomasville National Bank
Georgia
$51.9M -$1.85M -6,350 -3%

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.