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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
MFA
1826
Mayflower Financial Advisors
Massachusetts
$12.3M +$45.4K +156 +0.4%
PI
1827
PEAK6 Investments
Illinois
$12.2M +$12.4M +42,709 +7,998%
HW
1828
Hamilton Wealth
California
$12.1M +$2.08M +7,139 +20%
RB
1829
Rodgers Brothers
Pennsylvania
$12.1M -$142K -489 -1%
JG
1830
Jefferies Group
New York
$12.1M +$4M +13,731 +47%
AL
1831
Aspiriant LLC
California
$12.1M -$276K -947 -2%
PGA
1832
Portland Global Advisors
Maine
$12.1M -$5.82K -20 -0%
MPIM
1833
McGinn Penninger Investment Management
Virginia
$12.1M -$267K -917 -2%
CHAM
1834
Clear Harbor Asset Management
Connecticut
$12.1M +$503K +1,730 +4%
OCM
1835
One Capital Management
California
$12M +$74.2K +255 +0.6%
PFS
1836
Physicians Financial Services
North Carolina
$11.9M -$145K -500 -1%
IWS
1837
Insight Wealth Strategies
California
$11.9M -$16.6K -57 -0.1%
CCM
1838
Compton Capital Management
Rhode Island
$11.9M +$32.3K +111 +0.3%
LJAC
1839
L.J. Altfest & Co
New York
$11.9M -$652K -2,241 -5%
BIM
1840
Baldwin Investment Management
Pennsylvania
$11.9M +$20.9K +72 +0.2%
BIMC
1841
Benson Investment Management Company
Virginia
$11.9M +$1.46K +5 +0%
AWA
1842
Arkadios Wealth Advisors
Georgia
$11.8M -$3.3M -11,325 -21%
NEIRG
1843
New England Investment & Retirement Group
Massachusetts
$11.8M -$469K -1,611 -4%
LOPW
1844
Live Oak Private Wealth
North Carolina
$11.8M +$1.3M +4,481 +12%
WCA
1845
Windsor Creek Advisors
Vermont
$11.8M -$427K -1,469 -3%
RP
1846
Rowlandmiller & Partners
Georgia
$11.8M +$2.22M +7,621 +15%
FNB
1847
Farmers National Bank
Kentucky
$11.8M +$15.4M +52,883 New
CC
1848
Centiva Capital
New York
$11.8M +$11.3M +38,911 +1,383%
RFM
1849
Royal Fund Management
Florida
$11.7M +$382K +1,314 +3%
LKIM
1850
Lawson Kroeker Investment Management
Nebraska
$11.7M -$295K -1,015 -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.