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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
CIA
1251
Covington Investment Advisors
Pennsylvania
$25.6M +$150K +515 +0.6%
SVCP
1252
Silicon Valley Capital Partners
California
$25.6M +$1.76M +6,040 +7%
BS
1253
Boenning & Scattergood
Pennsylvania
$25.6M -$580K -1,994 -2%
SGK
1254
Steigerwald Gordon & Koch
Virginia
$25.5M -$741K -2,548 -3%
LIM
1255
Leavell Investment Management
Alabama
$25.5M -$78.8K -271 -0.3%
LSV Asset Management
1256
LSV Asset Management
Illinois
$25.4M -$29.1K -100 -0.1%
JA
1257
JLB & Associates
Michigan
$25.4M -$660K -2,270 -2%
CS
1258
Central Securities
New York
$25.4M
MBTD
1259
Mechanics Bank - Trust Department
California
$25.4M -$916K -3,150 -3%
WAM
1260
Wallington Asset Management
Indiana
$25.3M -$178K -613 -0.7%
DHFB
1261
Dixon Hubard Feinour & Brown
Virginia
$25.3M -$2.36M -8,115 -8%
1IA
1262
1834 Investment Advisors
Wisconsin
$25.3M -$630K -2,166 -2%
P
1263
Pitcairn
Pennsylvania
$25.3M -$842K -2,893 -3%
AAIM
1264
American Assets Investment Management
California
$25.3M
CQS
1265
Credential Qtrade Securities
$25.2M +$1.18M +4,061 +5%
CCT
1266
Chemung Canal Trust
New York
$25.2M -$269K -924 -1%
OIA
1267
OneDigital Investment Advisors
Kansas
$25.1M -$8.73K -30 -0%
CIC
1268
Cutler Investment Counsel
Oregon
$25.1M +$1.91M +6,552 +8%
BHWM
1269
Bar Harbor Wealth Management
New Hampshire
$25.1M -$616K -2,117 -2%
TGCMU
1270
Titan Global Capital Management USA
New York
$25.1M +$2.5M +8,582 +11%
ECG
1271
Edge Capital Group
Georgia
$25.1M +$450K +1,546 +2%
OMC
1272
Overbrook Management Corp
New York
$25.1M +$38.1K +131 +0.1%
LIM
1273
Lathrop Investment Management
Arkansas
$25M -$749K -2,575 -3%
TMAM
1274
Tokio Marine Asset Management
Japan
$24.9M +$1.95M +6,692 +8%
AO
1275
Allen Operations
New York
$24.9M

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.