We are live on ! Find out more
MSFT icon

Microsoft

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
SAM
1876
Smithbridge Asset Management
Pennsylvania
$11.3M -$101K -346 -0.9%
MYIA
1877
Mount Yale Investment Advisors
Colorado
$11.2M +$1.02M +3,496 +10%
RCM
1878
Ravenstone Capital Management
$11.2M +$1.43M +4,902 +14%
CCM
1879
Corsair Capital Management
New York
$11.2M -$23K -79 -0.2%
NCM
1880
Northwest Capital Management
Oregon
$11.2M +$296K +1,019 +3%
RIA
1881
Realta Investment Advisors
Delaware
$11.2M -$24.4K -84 -0.2%
IMOV
1882
Investment Management of Virginia
Virginia
$11.2M -$279K -958 -2%
MJP
1883
Michael J. Puzo
$11.1M -$547K -1,880 -5%
AWS
1884
AJ Wealth Strategies
New York
$11.1M +$568K +1,952 +5%
RFMS
1885
RWQ Financial Management Services
Florida
$11.1M -$125K -430 -1%
TAMH
1886
Taikang Asset Management (HK)
Hong Kong
$11.1M +$335K +1,150 +3%
LPARFS
1887
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$11.1M +$5.95M +20,435 +108%
PAM
1888
Pegasus Asset Management
New York
$11.1M +$1.16K +4 +0%
KHLMTHM
1889
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.1M
HDIM
1890
Hanson & Doremus Investment Management
Vermont
$11M -$823K -2,830 -7%
OPA
1891
Old Port Advisors
Maine
$11M -$316K -1,085 -3%
SIG
1892
Sargent Investment Group
Maryland
$11M +$202K +693 +2%
CL
1893
Choreo LLC
Illinois
$10.9M -$564K -1,938 -5%
B
1894
Bellecapital
Switzerland
$10.9M +$133K +458 +1%
SCA
1895
Sage Capital Advisors
South Dakota
$10.9M +$8.15K +28 +0.1%
EAM
1896
Exane Asset Management
France
$10.9M +$4.26M +14,631 +61%
JAG
1897
Journey Advisory Group
Kentucky
$10.9M +$286K +984 +3%
MC
1898
Martin & Co
Tennessee
$10.9M +$803K +2,759 +8%
IIM
1899
Intact Investment Management
Quebec, Canada
$10.9M -$160K -550 -1%
LOIM
1900
Liberty One Investment Management
Illinois
$10.9M +$12.8K +44 +0.1%

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.