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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
CA
1951
Crewe Advisors
Utah
$10.3M +$2.88M +9,910 +37%
MS
1952
Marshall & Sullivan
Washington
$10.3M +$89K +306 +0.8%
PHS
1953
Pekin Hardy Strauss
Illinois
$10.3M +$147K +506 +1%
GAG
1954
GM Advisory Group
New York
$10.2M -$342K -1,174 -3%
BAM
1955
Brave Asset Management
New Jersey
$10.2M -$93.1K -320 -0.9%
PCR
1956
Potrero Capital Research
California
$10.2M
AWM
1957
Aries Wealth Management
Maine
$10.2M -$31.7K -109 -0.3%
CNBTD
1958
Citizens National Bank Trust Department
Mississippi
$10.2M -$10.2K -35 -0.1%
WPIC
1959
White Pine Investment Company
Michigan
$10.2M -$318K -1,093 -3%
KCM
1960
Kingdon Capital Management
New York
$10.2M -$4.48M -15,391 -30%
GLAM
1961
Gardner Lewis Asset Management
Pennsylvania
$10.2M
AIA
1962
AIMZ Investment Advisors
California
$10.1M -$167K -573 -2%
RM
1963
Resource Management
Louisiana
$10.1M +$846K +2,909 +9%
CA
1964
Cornerstone Advisory
Maryland
$10.1M -$166K -571 -2%
PTP
1965
Platform Technology Partners
New York
$10.1M -$1.42M -4,870 -12%
TP
1966
Tranquility Partners
Tennessee
$10.1M +$1,000K +3,436 +11%
PWPS
1967
Pinnacle Wealth Planning Services
Ohio
$10.1M +$182K +627 +2%
MMPW
1968
Mitchell McLeod Pugh & Williams
Alabama
$10.1M +$1.06M +3,653 +11%
CNC
1969
Citizens & Northern Corp
Pennsylvania
$10.1M -$318K -1,093 -3%
CIM
1970
Contravisory Investment Management
Massachusetts
$10M -$442K -1,520 -4%
OAMG
1971
Odey Asset Management Group
United Kingdom
$10M +$1.26M +4,336 +14%
CWM
1972
Concentric Wealth Management
California
$9.99M -$321K -1,102 -3%
CT
1973
Clearstead Trust
Maine
$9.99M +$458K +1,575 +5%
JCM
1974
Jacobi Capital Management
Pennsylvania
$9.99M +$550K +1,891 +6%
LA
1975
LVW Advisors
New York
$9.97M +$22.7K +78 +0.2%

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.