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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
PA
901
Parallel Advisors
California
$47M +$2.56M +8,785 +6%
JWBC
902
J.W. Burns & Co
New York
$46.9M -$679K -2,334 -1%
GIM
903
Grassi Investment Management
California
$46.6M -$111K -382 -0.2%
OCAM
904
Onex Canada Asset Management
Ontario, Canada
$46.5M +$191K +658 +0.4%
GH
905
Grosvenor Holdings
Illinois
$46.3M -$34M -116,760 -42%
NCM
906
Narwhal Capital Management
Georgia
$46.2M +$625K +2,149 +1%
Jones Financial Companies
907
Jones Financial Companies
Missouri
$46.1M +$295K +1,014 +0.6%
AFG
908
Albion Financial Group
Utah
$45.9M -$953K -3,277 -2%
CTA
909
Colonial Trust Advisors
South Carolina
$45.8M -$926K -3,183 -2%
CISOA
910
Capital Investment Services of America
Wisconsin
$45.8M -$561K -1,928 -1%
BU
911
BBVA USA
Alabama
$45.6M -$2.49M -8,569 -5%
ERIM
912
Eagle Ridge Investment Management
Connecticut
$45.4M -$1.83M -6,277 -4%
DY
913
Dowling & Yahnke
California
$45.3M +$771K +2,649 +2%
MAA
914
Matrix Asset Advisors
New York
$45.3M +$101K +346 +0.2%
TI
915
Tidal Investments
Wisconsin
$45.3M +$9.23M +31,727 +25%
HAG
916
HighPoint Advisor Group
Illinois
$45.1M -$1.83M -6,275 -4%
PAM
917
Palisade Asset Management
Minnesota
$45M -$378K -1,298 -0.8%
BFA
918
Bragg Financial Advisors
North Carolina
$44.7M +$620K +2,131 +1%
BOH
919
Bank of Hawaii
Hawaii
$44.7M -$626K -2,151 -1%
WP
920
Woodline Partners
California
$44.7M +$46.1M +158,547 New
FFWA
921
FRG Family Wealth Advisors
Washington
$44.5M -$422K -1,452 -0.9%
MIAN
922
Mariner Independent Advisor Network
Kansas
$44.5M -$1.78M -6,135 -4%
AF
923
Alerus Financial
North Dakota
$44.4M +$543K +1,865 +1%
KPWS
924
Kestra Private Wealth Services
Texas
$44.3M +$1.95M +6,698 +4%
MIM
925
Manitou Investment Management
Ontario, Canada
$44.2M -$1.31M -4,500 -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.