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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
GWCM
2026
Godshalk Welsh Capital Management
Pennsylvania
$9.39M -$177K -610 -2%
NDSI
2027
Newman Dignan & Sheerar Inc
Rhode Island
$9.39M -$94.8K -326 -1%
BCM
2028
Blume Capital Management
California
$9.38M -$451K -1,550 -4%
RMAM
2029
Raab & Moskowitz Asset Management
New Jersey
$9.37M +$64.3K +221 +0.7%
CA
2030
Claro Advisors
Massachusetts
$9.36M +$1.12M +3,833 +13%
LPIC
2031
LeJeune Puetz Investment Counsel
Michigan
$9.36M +$490K +1,685 +5%
HI
2032
Hendershot Investments
Virginia
$9.35M -$98.9K -340 -1%
BCFD
2033
Boit C.F. David
$9.33M +$946K +3,250 +11%
RAM
2034
Roanoke Asset Management
New Jersey
$9.31M -$10.2K -35 -0.1%
BCCM
2035
Bridge Creek Capital Management
Massachusetts
$9.3M +$164K +565 +2%
PWSG
2036
Pacific Wealth Strategies Group
California
$9.3M +$117K +403 +1%
BFC
2037
Bedel Financial Consulting
Indiana
$9.29M -$114K -393 -1%
SFP
2038
Shepherd Financial Partners
Massachusetts
$9.29M +$11.6K +40 +0.1%
CCFM
2039
Clear Creek Financial Management
Washington
$9.27M +$57.3K +197 +0.6%
SDJVC
2040
St. Denis J. Villere & Co
Louisiana
$9.27M -$10.5M -36,043 -52%
ACM
2041
AlphaCrest Capital Management
New York
$9.27M +$7.33M +25,207 +329%
COI
2042
Connable Office Inc
Michigan
$9.26M -$571K -1,963 -6%
SIA
2043
SeaBridge Investment Advisors
New Jersey
$9.26M +$352K +1,211 +4%
PA
2044
Procyon Advisors
Connecticut
$9.26M +$537K +1,846 +6%
HA
2045
Herold Advisors
New York
$9.25M +$9.55M +32,807 New
CAS
2046
Cascadia Advisory Services
Oregon
$9.24M -$392K -1,347 -4%
BC
2047
BIT Capital
Germany
$9.21M +$5.79M +19,905 +156%
DTC
2048
Davidson Trust Company
Washington
$9.21M -$234K -805 -2%
CI
2049
CX Institutional
Indiana
$9.2M -$121K -416 -1%
VAG
2050
VisionPoint Advisory Group
Texas
$9.2M +$159K +548 +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.