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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
Loomis, Sayles & Company
76
Loomis, Sayles & Company
Massachusetts
$2.81B +$3.52M +12,100 +0.1%
ATO
77
Alecta Tjanstepension Omsesidigt
Sweden
$2.8B -$201M -690,000 -6%
Sanders Capital
78
Sanders Capital
Florida
$2.77B +$103M +355,453 +4%
Fidelity International
79
Fidelity International
Bermuda
$2.73B -$252M -867,606 -8%
Edgewood Management
80
Edgewood Management
Connecticut
$2.64B +$1.64M +5,621 +0.1%
Ninety One (UK)
81
Ninety One (UK)
United Kingdom
$2.56B +$86.6M +297,535 +3%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$2.55B -$79.1M -271,894 -3%
Swedbank
83
Swedbank
Sweden
$2.54B -$180M -617,108 -6%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$2.54B -$72.6M -249,618 -3%
National Pension Service
85
National Pension Service
South Korea
$2.51B -$7.05M -24,236 -0.3%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$2.48B -$260M -894,015 -9%
Citigroup
87
Citigroup
New York
$2.47B -$573M -1,969,818 -18%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$2.35B -$69.1M -237,505 -3%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$2.33B -$33.7M -115,800 -1%
Parnassus Investments
90
Parnassus Investments
California
$2.32B +$94.7M +325,374 +4%
Winslow Capital Management
91
Winslow Capital Management
Minnesota
$2.3B -$84.9M -291,910 -3%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$2.28B +$185M +635,038 +9%
FAM
93
Fred Alger Management
New York
$2.26B +$64.2M +220,544 +3%
Aberdeen Group
94
Aberdeen Group
United Kingdom
$2.26B -$84.7M -290,986 -4%
Bessemer Group
95
Bessemer Group
New Jersey
$2.25B +$58.6M +201,548 +3%
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
$2.25B +$312M +1,072,225 +16%
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$2.23B +$196M +674,163 +9%
1832 Asset Management
98
1832 Asset Management
Ontario, Canada
$2.19B +$70.3M +241,773 +3%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$2.16B -$56.5M -194,025 -2%
Fayez Sarofim & Co
100
Fayez Sarofim & Co
Texas
$2.14B +$37.5M +128,892 +2%

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.