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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
OIM
1926
Orca Investment Management
Oregon
$10.6M -$406K -1,394 -4%
AC
1927
Avestar Capital
New York
$10.6M -$29.7K -102 -0.3%
OGC
1928
Oak Grove Capital
New Hampshire
$10.5M -$335K -1,150 -3%
BWM
1929
BerganKDV Wealth Management
Minnesota
$10.5M +$1.91M +6,555 +21%
GL
1930
Graypoint LLC
New York
$10.5M +$1.25M +4,291 +13%
MW
1931
Marcum Wealth
Ohio
$10.5M +$978K +3,361 +10%
SAM
1932
Socorro Asset Management
Texas
$10.5M +$132K +453 +1%
FPGK
1933
Financial Partners Group (Kansas)
Kansas
$10.5M +$137K +470 +1%
BWA
1934
BDO Wealth Advisors
Florida
$10.5M +$21.2K +73 +0.2%
SCA
1935
Stokes Capital Advisors
South Carolina
$10.5M -$402K -1,380 -4%
DBIA
1936
Dumont & Blake Investment Advisors
New Jersey
$10.5M -$326K -1,120 -3%
TA
1937
Tiedemann Advisors
New York
$10.5M -$1.1M -3,794 -9%
JWCA
1938
J.W. Coons Advisors
Ohio
$10.5M -$31.1K -107 -0.3%
RWA
1939
Roberts Wealth Advisors
California
$10.4M +$10.8M +37,030 New
TPA
1940
Trivium Point Advisory
Connecticut
$10.4M +$415K +1,427 +4%
VBFG
1941
Vishria Bird Financial Group
Tennessee
$10.4M +$150K +517 +1%
TC
1942
Tairen Capital
Hong Kong
$10.4M -$2.39M -8,212 -18%
ED
1943
Exane Derivatives
France
$10.4M -$679K -2,335 -6%
Verition Fund Management
1944
Verition Fund Management
Connecticut
$10.4M -$294M -1,010,930 -96%
HCA
1945
Horan Capital Advisors
Ohio
$10.4M +$53.5K +184 +0.5%
SFG
1946
Summit Financial Group
West Virginia
$10.3M +$596K +2,047 +6%
EBT
1947
Enterprise Bank & Trust
Massachusetts
$10.3M -$267K -918 -2%
WPC
1948
White Pine Capital
Minnesota
$10.3M -$212K -730 -2%
SBL
1949
Sargent Bickham Lagudis
Colorado
$10.3M -$6.11K -21 -0.1%
AWP
1950
Ascent Wealth Partners
New York
$10.3M -$2.62K -9 -0%

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.