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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
TCCM
1776
Timber Creek Capital Management
Massachusetts
$13M -$12.2K -42 -0.1%
LC
1777
Lincoln Capital
Nebraska
$13M +$193K +665 +1%
BCM
1778
Bourgeon Capital Management
Connecticut
$12.9M -$108K -371 -0.8%
NP
1779
NorthRock Partners
Minnesota
$12.9M +$2.19M +7,514 +20%
SCM
1780
Salem Capital Management
Massachusetts
$12.9M -$681K -2,342 -5%
ASA
1781
Armstrong Shaw Associates
Connecticut
$12.9M +$109K +376 +0.8%
IP
1782
Isthmus Partners
Wisconsin
$12.8M -$250K -858 -2%
SWA
1783
Stratos Wealth Advisors
Ohio
$12.8M +$1.72M +5,918 +15%
AP
1784
Americana Partners
Texas
$12.8M +$9.92M +34,078 +305%
TYCC
1785
Texas Yale Capital Corp
Florida
$12.7M +$128K +440 +1%
SWK
1786
Stephen W. Kidder
$12.7M -$405K -1,393 -3%
JIP
1787
Jaffetilchin Investment Partners
Florida
$12.7M -$9.45M -32,482 -42%
PCM
1788
Portolan Capital Management
Massachusetts
$12.7M -$26.8K -92 -0.2%
FAM
1789
Formidable Asset Management
Ohio
$12.7M +$7.75M +26,647 +145%
GWS
1790
Glassman Wealth Services
Virginia
$12.7M -$87.9K -302 -0.7%
PP
1791
Professional Planning
California
$12.7M -$757K -2,602 -5%
NC
1792
Naman Capital
Brazil
$12.7M -$5.82M -20,000 -31%
GCM
1793
Gabalex Capital Management
New York
$12.7M
IPW
1794
Inlet Private Wealth
Florida
$12.7M -$29.1K -100 -0.2%
LCH
1795
Lee Capital Holdings
New York
$12.7M -$1.4M -4,810 -10%
NO
1796
Ninety One
South Africa
$12.7M -$561K -1,929 -4%
JPMIA
1797
J.P. Marvel Investment Advisors
Massachusetts
$12.7M +$73.6K +253 +0.6%
CA
1798
Cumberland Advisors
Florida
$12.7M +$72.7K +250 +0.6%
WCM
1799
Wisconsin Capital Management
Wisconsin
$12.7M -$1.28M -4,401 -9%
AFM
1800
Abbot Financial Management
Massachusetts
$12.7M -$315K -1,083 -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.