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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
SSWM
2201
Sheets Smith Wealth Management
North Carolina
$7.65M -$374K -1,286 -5%
SIAG
2202
Signet Investment Advisory Group
Rhode Island
$7.63M -$704K -2,418 -8%
CCWA
2203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.63M +$97.2K +334 +1%
BCM
2204
Brown Capital Management
Maryland
$7.63M -$1.16M -4,000 -13%
UTC
2205
Unified Trust Company
Kentucky
$7.62M +$55.6K +191 +0.7%
IP
2206
Interval Partners
New York
$7.61M +$7.86M +27,000 New
KFBMI
2207
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.61M
FIS
2208
Fundsmith Investment Services
Mauritius
$7.61M +$10.2K +35 +0.1%
WA
2209
Wealth Alliance
New York
$7.61M -$174K -597 -2%
ODCM
2210
Old Dominion Capital Management
Virginia
$7.59M +$112K +386 +1%
JHCP
2211
Jackson Hole Capital Partners
Oklahoma
$7.57M +$283K +973 +4%
GA
2212
GFS Advisors
Texas
$7.57M +$2.91K +10 +0%
EAM
2213
Eukles Asset Management
Ohio
$7.56M +$183K +628 +2%
TIA
2214
Trust Investment Advisors
Indiana
$7.55M -$656K -2,256 -8%
HIS
2215
Horizon Investment Services
Indiana
$7.55M -$135K -464 -2%
HWMG
2216
Hurlow Wealth Management Group
Indiana
$7.55M
ESB
2217
Essex Savings Bank
Connecticut
$7.54M -$49.2K -169 -0.7%
S
2218
SimplyRich
California
$7.54M -$6.98K -24 -0.1%
KA
2219
Kercheville Advisors
Texas
$7.54M -$41.3K -142 -0.5%
ECML
2220
Eagle Capital Management (Louisiana)
Louisiana
$7.54M -$968K -3,327 -11%
BIM
2221
Barton Investment Management
Pennsylvania
$7.52M
PRWA
2222
Platte River Wealth Advisors
Colorado
$7.52M -$12.8K -44 -0.2%
EAM
2223
Evanson Asset Management
California
$7.51M +$9.89K +34 +0.1%
GCM
2224
Gibraltar Capital Management
Oklahoma
$7.51M +$116K +400 +2%
HIM
2225
Herald Investment Management
United Kingdom
$7.5M -$145K -500 -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.