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
TCM
2101
Tandem Capital Management
New Jersey
$8.63M +$113K +390 +1%
STA
2102
Summit Trail Advisors
New York
$8.63M +$1.68M +5,785 +23%
HZ
2103
Hixon Zuercher
Ohio
$8.63M +$148K +510 +2%
FBT
2104
First Bank & Trust
South Dakota
$8.62M +$291 +1 +0%
CAAS
2105
Capital Asset Advisory Services
Michigan
$8.62M +$30.3K +104 +0.3%
CFMC
2106
Curbstone Financial Management Corp
New Hampshire
$8.59M -$292K -1,002 -3%
VRM
2107
Vectors Research Management
New York
$8.54M -$25.3K -87 -0.3%
VFA
2108
Voya Financial Advisors
Connecticut
$8.53M +$408K +1,403 +5%
BOM
2109
Bank of Marin
California
$8.53M +$2.62K +9 +0%
AWM
2110
Affinity Wealth Management
Delaware
$8.52M +$9.89K +34 +0.1%
CCM
2111
Carlson Capital Management
Minnesota
$8.51M +$199K +683 +2%
HC
2112
HNP Capital
New York
$8.5M -$63.4K -218 -0.7%
SS
2113
Sunbelt Securities
Texas
$8.48M
KFP
2114
Keystone Financial Planning
Ohio
$8.48M
EM
2115
Excalibur Management
Massachusetts
$8.47M -$794K -2,728 -8%
FNBOMD
2116
First National Bank of Mount Dora
Florida
$8.47M -$527K -1,811 -6%
EWG
2117
Executive Wealth Group
Washington
$8.46M +$6.69K +23 +0.1%
SFG
2118
SNS Financial Group
Minnesota
$8.46M -$30.3K -104 -0.3%
WCM
2119
Windward Capital Management
California
$8.46M +$34.6K +119 +0.4%
MCM
2120
Maytus Capital Management
New York
$8.46M -$1.45M -5,000 -14%
HI
2121
Handelsinvest Investeringsforvaltning
Denmark
$8.46M +$873K +3,000 +11%
MUAMU
2122
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.46M +$1.45M +5,000 +20%
AFM
2123
Andesa Financial Management
Pennsylvania
$8.45M -$7.06M -24,261 -45%
PWMG
2124
Prestige Wealth Management Group
New Jersey
$8.41M +$862K +2,963 +11%
HFS
2125
HBC Financial Services
Washington
$8.41M -$122K -420 -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.