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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
APA
876
American Portfolios Advisors
New York
$48.9M +$1.43M +4,899 +3%
ECM
877
Everence Capital Management
Indiana
$48.8M
CIA
878
Capital Investment Advisors
Georgia
$48.7M -$410K -1,409 -0.8%
FBB
879
Fulton Breakefield Broenniman
Maryland
$48.7M +$103K +353 +0.2%
Diamond Hill Capital Management
880
Diamond Hill Capital Management
Ohio
$48.7M -$312K -1,071 -0.6%
VPIM
881
Vanguard Personalized Indexing Management
California
$48.7M +$8.11M +27,878 +19%
DWM
882
Destination Wealth Management
California
$48.7M +$504K +1,733 +1%
BOTW
883
Bank of the West
California
$48.6M -$184K -632 -0.4%
JMFC
884
J.M. Forbes & Co
Massachusetts
$48.5M +$116K +398 +0.2%
GCC
885
Guardian Capital (Canada)
Ontario, Canada
$48.4M -$874K -3,003 -2%
TCOV
886
Trust Company of Vermont
Vermont
$48.4M -$746K -2,563 -1%
CPH
887
C Partners Holding
Switzerland
$48.3M -$1.22M -4,199 -2%
BDWM
888
Brewin Dolphin Wealth Management
Ireland
$48.3M +$1.14M +3,923 +2%
KOCAA
889
Knights of Columbus Asset Advisors
Connecticut
$48.2M +$878K +3,018 +2%
CAM
890
Cidel Asset Management
Ontario, Canada
$48.1M -$1.09M -3,743 -2%
MGIA
891
Matthew Goff Investment Advisor
Texas
$47.9M -$255K -878 -0.5%
MC
892
MIG Capital
California
$47.9M -$1.39M -4,770 -3%
HSC
893
Harbor Spring Capital
New York
$47.8M
BCAM
894
Boston Common Asset Management
Massachusetts
$47.7M -$803K -2,761 -2%
AC
895
Allstate Corporation
Illinois
$47.6M -$4.18M -14,363 -8%
HCM
896
Hilton Capital Management
New York
$47.5M +$1.25M +4,298 +3%
MHIC
897
Marble Harbor Investment Counsel
Massachusetts
$47.5M -$1.51M -5,193 -3%
WCA
898
Waratah Capital Advisors
Ontario, Canada
$47.4M -$2.63M -9,050 -5%
GAMH
899
Greenwoods Asset Management (HK)
Hong Kong
$47.4M -$75.1M -258,011 -61%
Holocene Advisors
900
Holocene Advisors
New York
$47M

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.