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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
PR
1201
Payden & Rygel
California
$27.9M -$349K -1,200 -1%
CIS
1202
Connors Investor Services
Pennsylvania
$27.8M -$1.44M -4,935 -5%
UAS
1203
United Asset Strategies
New York
$27.8M +$181K +623 +0.6%
BC
1204
Burleson & Co
California
$27.8M +$304K +1,046 +1%
LDB
1205
Lee, Danner & Bass
Tennessee
$27.7M -$1.41M -4,832 -5%
IIC
1206
Ironwood Investment Counsel
Arizona
$27.7M +$347K +1,191 +1%
DAC
1207
Dividend Assets Capital
South Carolina
$27.7M -$313K -1,077 -1%
HIA
1208
Harbor Investment Advisory
Maryland
$27.6M +$198K +680 +0.7%
GAM
1209
Griffin Asset Management
New York
$27.6M -$757K -2,601 -3%
FF
1210
FourThought Financial
Florida
$27.6M -$810K -2,784 -3%
EW
1211
Evoke Wealth
California
$27.6M -$538K -1,848 -2%
AWM
1212
Absher Wealth Management
North Carolina
$27.4M -$1.6M -5,487 -5%
ST
1213
Smithfield Trust
Pennsylvania
$27.4M -$148K -510 -0.5%
DLCIG
1214
D.L. Carlson Investment Group
New Hampshire
$27.2M -$112K -385 -0.4%
IC
1215
Intersect Capital
California
$27.1M +$88.2K +303 +0.3%
FMBTD
1216
First Midwest Bank Trust Division
Illinois
$27.1M -$567K -1,948 -2%
PGIM
1217
Pacific Global Investment Management
California
$27.1M -$787K -2,706 -3%
AC
1218
Athanor Capital
New York
$27.1M -$63M -216,485 -69%
WANY
1219
Wealthspire Advisors (New York)
New York
$27M +$9.71M +33,380 +53%
SIG
1220
Sky Investment Group
Connecticut
$26.8M -$237K -813 -0.8%
VWA
1221
Visionary Wealth Advisors
Illinois
$26.8M -$738K -2,536 -3%
TCA
1222
Transcend Capital Advisors
New Jersey
$26.8M -$127K -437 -0.5%
MGIA
1223
Moneta Group Investment Advisors
Missouri
$26.8M -$1.66M -5,698 -6%
VV
1224
Verity & Verity
South Carolina
$26.7M -$274K -941 -1%
HI
1225
Harbour Investments
Wisconsin
$26.6M -$706K -2,427 -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.