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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
KPCM
951
Kings Point Capital Management
New York
$42.2M +$676K +2,324 +2%
CCM
952
Coerente Capital Management
Ontario, Canada
$42.2M -$2.12M -7,295 -5%
ACA
953
Anchor Capital Advisors
Massachusetts
$42.2M -$1.5M -5,172 -3%
MAM
954
Majedie Asset Management
United Kingdom
$41.6M +$3.85M +13,220 +10%
PFS
955
Prospera Financial Services
Texas
$41.5M -$328K -1,129 -0.8%
GL
956
Governors Lane
New York
$41.5M -$12.2M -41,868 -22%
LNC
957
Lincoln National Corp
Pennsylvania
$41.4M +$139K +477 +0.3%
TI
958
Truxt Investmentos
Brazil
$41.4M -$34.4M -118,200 -45%
CFA
959
Carroll Financial Associates
North Carolina
$41.3M -$189K -650 -0.4%
FQ
960
First Quadrant
California
$41.3M +$130K +447 +0.3%
NMIFOAC
961
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$41.1M
BAM
962
Bellevue Asset Management
Washington
$41M -$2.21M -7,583 -5%
BFA
963
Beaumont Financial Advisors
Massachusetts
$40.8M -$706K -2,426 -2%
ACGDR
964
Atmos Capital Gestao de Recursos
Brazil
$40.6M -$21M -72,300 -33%
NSEDCP
965
NJ State Employees Deferred Compensation Plan
New Jersey
$40.6M -$495K -1,700 -1%
CAM
966
Carret Asset Management
New York
$40.5M -$1.06M -3,639 -2%
OA
967
Oak Associates
Ohio
$40.5M
BFIM
968
Beese Fulmer Investment Management
Ohio
$40.4M +$64.6K +222 +0.2%
PCM
969
Parsons Capital Management
Rhode Island
$40.3M -$261K -896 -0.6%
CA
970
Clearstead Advisors
Ohio
$40.2M -$2.42M -8,302 -5%
SCA
971
Stillwater Capital Advisors
Pennsylvania
$40.2M -$475K -1,634 -1%
BCM
972
BTR Capital Management
California
$40.2M -$637K -2,190 -2%
WTB
973
Washington Trust Bank
Washington
$40.2M +$829K +2,850 +2%
SCM
974
SCS Capital Management
Massachusetts
$40.2M
ET
975
Equitable Trust
Tennessee
$40.2M -$1.11M -3,820 -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.