We are live on ! Find out more
MSFT icon

Microsoft

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
SLI
1001
Sumitomo Life Insurance
Japan
$37.9M -$1.62M -5,577 -4%
ACA
1002
Aptus Capital Advisors
Alabama
$37.9M +$4.82M +16,582 +14%
WSTAM
1003
Wilbanks Smith & Thomas Asset Management
Virginia
$37.7M +$192K +659 +0.5%
SIM
1004
Sonora Investment Management
Arizona
$37.6M +$319K +1,096 +0.8%
SPC
1005
Stewart & Patten Company
California
$37.6M -$1.88M -6,452 -5%
RG
1006
Renaissance Group
Kentucky
$37.5M -$871K -2,994 -2%
CC
1007
Constitution Capital
Connecticut
$37.4M -$8.2M -28,178 -18%
DP
1008
DDD Partners
Washington
$37.3M +$650K +2,234 +2%
HWA
1009
Heritage Wealth Advisors
Virginia
$37.3M -$305K -1,047 -0.8%
WP
1010
Wedgewood Partners
Missouri
$37.2M -$375K -1,288 -1%
SGI
1011
Summit Global Investments
Utah
$37.2M -$530K -1,823 -1%
GWM
1012
Geneos Wealth Management
Colorado
$37.2M -$162K -557 -0.4%
OPFM
1013
Optimus Prime Fund Management
Cayman Islands
$37.2M -$32M -110,000 -45%
LW
1014
Linscomb Wealth
Texas
$37M -$169K -580 -0.4%
PAS
1015
Park Avenue Securities
New York
$37M +$2.39M +8,210 +7%
JIR
1016
James Investment Research
Ohio
$36.9M +$168K +576 +0.4%
FMLI
1017
Fukoku Mutual Life Insurance
Japan
$36.9M +$3.02M +10,390 +9%
HCM
1018
Horiko Capital Management
New York
$36.8M -$1.57M -5,393 -4%
LMIM
1019
Lockheed Martin Investment Management
Maryland
$36.7M -$1.06M -3,650 -3%
Wealth Enhancement Advisory Services
1020
Wealth Enhancement Advisory Services
Minnesota
$36.6M +$990K +3,402 +3%
RMC
1021
Resources Management Corp
Connecticut
$36.6M -$391K -1,343 -1%
NFC
1022
Northeast Financial Consultants
Connecticut
$36.6M -$2.92M -10,033 -7%
HTHT
1023
Hemenway Trust Hemenway Trust
New Hampshire
$36.6M -$2.04M -7,023 -5%
VSI
1024
Verde Servicos Internacionais
Brazil
$36.5M +$5.91M +20,313 +19%
UI
1025
Untitled Investments
New York
$36.3M +$1.25M +4,295 +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.