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
AC
2151
Annandale Capital
Texas
$8.16M +$5.24K +18 +0.1%
WCM
2152
Whitener Capital Management
North Carolina
$8.14M +$127K +436 +1%
PIA
2153
Perennial Investment Advisors
California
$8.13M +$58.8K +202 +0.7%
CPO
2154
Cerity Partners OCIO
New York
$8.11M +$636K +2,185 +8%
DAM
2155
Diamant Asset Management
Connecticut
$8.09M +$8.35M +28,705 New
DWM
2156
Darwin Wealth Management
Florida
$8.08M -$602K -2,068 -7%
BCM
2157
Birch Capital Management
Texas
$8.08M +$291 +1 +0%
VLC
2158
Van Leeuwen & Company
New Jersey
$8.07M +$123K +422 +1%
LC
2159
LCNB Corp
Ohio
$8.07M -$261K -898 -3%
NCGI
2160
Next Century Growth Investors
Minnesota
$8.07M
ISWM
2161
Independent Solutions Wealth Management
New York
$8.04M -$57K -196 -0.7%
SWP
2162
Strategic Wealth Partners
Ohio
$8.03M +$756K +2,599 +10%
MIC
2163
Meridian Investment Counsel
California
$8.03M -$21.8K -75 -0.3%
PIM
2164
Platinum Investment Management
Australia
$8.02M +$999K +3,433 +14%
EF
2165
Exeter Financial
Arizona
$8M -$94K -323 -1%
PCM
2166
Prelude Capital Management
New York
$7.99M -$3.6M -12,383 -30%
CAM
2167
Costello Asset Management
Pennsylvania
$7.98M +$273K +940 +3%
NFG
2168
Nadler Financial Group
Illinois
$7.95M +$141K +483 +2%
AP
2169
Arlington Partners
Alabama
$7.93M +$3.16M +10,877 +63%
ARMC
2170
American Research & Management Company
Massachusetts
$7.93M -$59.6K -205 -0.7%
WA1
2171
Wimmer Associates 1
California
$7.91M -$237K -813 -3%
CA
2172
Continuum Advisory
Idaho
$7.91M +$294K +1,012 +4%
KF
2173
Krilogy Financial
Missouri
$7.91M +$72.2K +248 +0.9%
SFI
2174
SPC Financial Inc
Maryland
$7.91M -$737K -2,534 -8%
AO
2175
Advisor OS
Illinois
$7.91M -$24.7K -85 -0.3%

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.