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
LAIC
2001
Lederer & Associates Investment Counsel
California
$9.65M -$240K -825 -2%
GP
2002
Greenline Partners
New York
$9.63M +$965K +3,315 +11%
PFSC
2003
Peoples Financial Services Corp
Pennsylvania
$9.62M -$105K -360 -1%
5L
2004
55I LLC
Massachusetts
$9.62M +$4.12M +14,176 +71%
MCM
2005
McMillion Capital Management
North Carolina
$9.6M -$227K -781 -2%
SF
2006
Summit Financial
New Jersey
$9.6M +$5.48M +18,825 +124%
TSWM
2007
Triangle Securities Wealth Management
North Carolina
$9.59M -$141K -484 -1%
MC
2008
Miramar Capital
Illinois
$9.58M +$54.4K +187 +0.6%
HCM
2009
Hillman Capital Management
Maryland
$9.55M +$325K +1,117 +3%
CCM
2010
Cinctive Capital Management
New York
$9.55M -$3.15M -10,833 -24%
FIA
2011
Foundations Investment Advisors
Arizona
$9.54M +$1.34M +4,605 +16%
Twin Tree Management
2012
Twin Tree Management
Texas
$9.53M +$9.84M +33,817 New
BCA
2013
Bray Capital Advisors
Florida
$9.53M -$17.5K -60 -0.2%
CRM
2014
Cramer Rosenthal McGlynn
Connecticut
$9.51M +$146K +502 +2%
FTB
2015
First Trust Bank
Bahamas
$9.49M
AC
2016
Apella Capital
Connecticut
$9.48M +$64.6K +222 +0.7%
LI
2017
Lafayette Investments
Maryland
$9.48M -$20.4K -70 -0.2%
CWM
2018
CCG Wealth Management
California
$9.46M +$8.43M +28,978 +632%
PCA
2019
Providence Capital Advisors
North Carolina
$9.46M -$3.74M -12,871 -28%
AWM
2020
Avitas Wealth Management
California
$9.45M -$85.5K -294 -0.9%
HBWM
2021
Hollow Brook Wealth Management
New York
$9.43M -$152K -523 -2%
SCM
2022
Sitrin Capital Management
California
$9.43M -$2.33K -8 -0%
FVCM
2023
F&V Capital Management
Florida
$9.43M -$228K -785 -2%
NAMP
2024
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.42M -$78K -268 -0.8%
BWL
2025
Bogart Wealth LLC
Virginia
$9.41M +$1.15M +3,955 +13%

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.