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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
GHA
1051
GW Henssler & Associates
Georgia
$35.1M +$8.74M +30,029 +32%
PIMJS
1052
PKO Investment Management Joint-Stock
Poland
$35.1M -$173K -594 -0.5%
SRC
1053
Shufro Rose & Co
New York
$35M +$26.5K +91 +0.1%
ACM
1054
Academy Capital Management
Texas
$35M +$36.2M +124,292 New
FCBT
1055
First Citizens Bank & Trust
North Carolina
$35M -$1.5M -5,150 -4%
AC
1056
Addenda Capital
Quebec, Canada
$35M +$218K +749 +0.6%
USCWA
1057
U.S. Capital Wealth Advisors
Texas
$34.9M +$36.1M +123,953 New
AW
1058
ACG Wealth
Georgia
$34.9M -$280K -962 -0.8%
PAI
1059
Pittenger & Anderson Inc
Nebraska
$34.9M -$771K -2,649 -2%
DP
1060
Dundas Partners
United Kingdom
$34.8M
UBV
1061
United Bank (Virginia)
Virginia
$34.8M -$122K -418 -0.3%
SAM
1062
Sycomore Asset Management
France
$34.8M -$2.98M -10,240 -8%
HT
1063
Heritage Trust
Oklahoma
$34.8M +$58.8K +202 +0.2%
CM
1064
Capula Management
Cayman Islands
$34.7M +$27.7M +95,220 +340%
AAM
1065
Auxier Asset Management
Oregon
$34.7M -$13.7K -47 -0%
BTP
1066
Bloom Tree Partners
New York
$34.6M +$2.41M +8,289 +7%
AP
1067
Appleton Partners
Massachusetts
$34.6M +$664K +2,283 +2%
CAM
1068
Capco Asset Management
Florida
$34.6M -$9.25M -31,805 -21%
JAFL
1069
Jay A. Fishman Ltd
Michigan
$34.6M -$342K -1,175 -0.9%
FB
1070
Fulton Bank
Pennsylvania
$34.5M +$29.7K +102 +0.1%
FG
1071
Fiduciary Group
Georgia
$34.4M -$556K -1,911 -2%
TAIM
1072
Te Ahumairangi Investment Management
New Zealand
$34.4M -$59.4K -204 -0.2%
ZDA
1073
Zweig-DiMenna Associates
New York
$34.3M -$675K -2,320 -2%
RC
1074
Roundview Capital
New Jersey
$34.3M +$546K +1,877 +2%
FFIC
1075
First Fiduciary Investment Counsel
Ohio
$34.3M -$2.1M -7,231 -6%

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.