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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
CBB
1276
Citizens Business Bank
California
$24.9M -$334K -1,148 -1%
GFA
1277
Gifford Fong Associates
California
$24.9M
AWM
1278
Apollon Wealth Management
South Carolina
$24.8M +$9.7M +33,348 +61%
SAM
1279
Synergy Asset Management
Washington
$24.8M -$1.75M -6,006 -6%
SAM
1280
Stansberry Asset Management
Texas
$24.7M +$603K +2,071 +2%
OAG
1281
Orbis Allan Gray
Bermuda
$24.7M -$1.28M -4,385 -5%
BFC
1282
Blue Fin Capital
Rhode Island
$24.7M -$2.62K -9 -0%
EBSAM
1283
Eubel Brady & Suttman Asset Management
Ohio
$24.6M -$1.21M -4,174 -5%
EF
1284
Empirical Finance
Pennsylvania
$24.6M +$1.77M +6,068 +7%
MAM
1285
Mark Asset Management
New York
$24.6M -$348K -1,195 -1%
WCMN
1286
Westchester Capital Management (Nebraska)
Nebraska
$24.6M +$6.98K +24 +0%
CMG
1287
Cavalry Management Group
California
$24.6M -$39.3M -135,167 -61%
PIM
1288
Progressive Investment Management
Oregon
$24.6M +$494K +1,699 +2%
AJ
1289
Ashburton (Jersey)
Jersey
$24.6M -$225K -772 -0.9%
BST
1290
Bath Savings Trust
Maine
$24.5M -$20.1K -69 -0.1%
DBT
1291
Dubuque Bank & Trust
Iowa
$24.5M -$985K -3,387 -4%
VAS
1292
Vestmark Advisory Solutions
Massachusetts
$24.5M +$111K +380 +0.4%
FC
1293
Ferris Capital
Massachusetts
$24.5M +$21.1M +72,657 +7,437%
NCM
1294
Noesis Capital Mangement
Florida
$24.4M +$17.6M +60,477 +231%
IAN
1295
Integrated Advisors Network
Texas
$24.4M +$1.82M +6,266 +8%
AIM
1296
Anchor Investment Management
South Carolina
$24.4M -$236K -812 -0.9%
PIP
1297
Peachtree Investment Partners
Florida
$24.4M -$197K -677 -0.8%
WPW
1298
Waldron Private Wealth
Pennsylvania
$24.4M +$3.82M +13,124 +18%
IWP
1299
Icon Wealth Partners
Texas
$24.4M -$3.18M -10,916 -11%
HC
1300
Hillman Company
Pennsylvania
$24.3M

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.