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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
GCA
1401
Greenwood Capital Associates
South Carolina
$21M -$783K -2,690 -3%
NWM
1402
Nicola Wealth Management
British Columbia, Canada
$20.9M -$873K -3,000 -4%
HFS
1403
Haverford Financial Services
Pennsylvania
$20.9M -$295K -1,014 -1%
GC
1404
Gratus Capital
Georgia
$20.8M +$823K +2,829 +4%
BAM
1405
Belpointe Asset Management
Nevada
$20.8M -$3.53M -12,129 -14%
KFA
1406
Kelleher Financial Advisors
New York
$20.8M +$7.44M +25,575 +53%
WC
1407
Westwind Capital
New Mexico
$20.8M -$5.31M -18,238 -20%
WCM
1408
Weik Capital Management
Pennsylvania
$20.8M -$1.37M -4,700 -6%
ETI
1409
Enterprise Trust & Investment
California
$20.7M -$473K -1,626 -2%
GIA
1410
GHP Investment Advisors
Colorado
$20.7M -$544K -1,871 -2%
SIM
1411
Stratos Investment Management
Ohio
$20.7M +$5.26M +18,087 +33%
RIL
1412
Rothschild Investment LLC
Illinois
$20.7M -$1.93M -6,642 -8%
FTC
1413
Farmers Trust Company
Ohio
$20.7M -$171K -588 -0.8%
RSS
1414
Rosenblum Silverman Sutton
California
$20.7M -$157K -540 -0.7%
RIG
1415
Renaissance Investment Group
Massachusetts
$20.6M -$891K -3,061 -4%
AOWM
1416
Alpha Omega Wealth Management
Virginia
$20.4M -$598K -2,057 -3%
PCTC
1417
Perkins Coie Trust Company
Washington
$20.4M -$2.91K -10 -0%
DA
1418
Dash Acquisitions
California
$20.4M +$1.34M +4,603 +7%
EPC
1419
Emerson Point Capital
New York
$20.4M -$3.9M -13,415 -16%
TAM
1420
Trust Asset Management
Texas
$20.4M +$1.07M +3,682 +5%
GIA
1421
Gladstone Institutional Advisory
Florida
$20.3M +$6.98M +23,979 +50%
NGA
1422
Naples Global Advisors
Florida
$20.3M -$95.1K -327 -0.5%
SACTSONJ
1423
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$20.3M
HKIM
1424
Hayek Kallen Investment Management
Alabama
$20.3M -$818K -2,812 -4%
PAM
1425
Peak Asset Management
Colorado
$20.2M -$376K -1,292 -2%

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.