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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
EWA
2251
Encompass Wealth Advisors
Oregon
$7.31M -$2.4M -8,251 -24%
PCM
2252
Poehling Capital Management
Wisconsin
$7.31M -$299K -1,028 -4%
TWM
2253
Tradition Wealth Management
Minnesota
$7.29M -$14.8K -51 -0.2%
DI
2254
DFPG Investments
Utah
$7.29M +$827K +2,842 +13%
GA
2255
Gateway Advisory
New Jersey
$7.25M +$666K +2,290 +10%
BMA
2256
Brooks Moore & Associates
Tennessee
$7.24M -$72.7K -250 -1%
AIM
2257
Aurora Investment Managers
Florida
$7.24M -$370K -1,273 -5%
SAS
2258
Stelac Advisory Services
New York
$7.22M -$1.08M -3,705 -13%
LCM
2259
Legato Capital Management
California
$7.21M -$2.22M -7,614 -23%
RGI
2260
River Global Investors
United Kingdom
$7.2M -$4.88M -16,765 -40%
FPB
2261
First PREMIER Bank
South Dakota
$7.18M +$717K +2,466 +11%
AMC
2262
Asset Management Corp
Illinois
$7.16M -$162K -557 -2%
SIA
2263
Strategic Investment Advisors
Michigan
$7.16M +$188K +647 +3%
SDWMA
2264
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.14M +$593K +2,039 +9%
RCA
2265
Ranch Capital Advisors
Florida
$7.14M +$7.36M +25,311 New
FCCM
2266
First City Capital Management
Georgia
$7.12M +$11.1K +38 +0.2%
AIM
2267
Aspen Investment Management
Michigan
$7.12M -$217K -746 -3%
BL
2268
BCWM LLC
Kansas
$7.12M -$1.38M -4,755 -16%
IA
2269
Insight Advisors
Pennsylvania
$7.12M -$75.6K -260 -1%
MCM
2270
Manchester Capital Management
Vermont
$7.12M +$948K +3,258 +15%
LSWM
2271
Lorne Steinberg Wealth Management
Canada
$7.11M -$873 -3 -0%
AIM
2272
AMI Investment Management
Indiana
$7.1M +$873 +3 +0%
MCA
2273
Morris Capital Advisors
Pennsylvania
$7.1M -$255K -875 -3%
CCC
2274
Crescent Capital Consulting
Louisiana
$7.08M
CCIA
2275
Cherry Creek Investment Advisors
Colorado
$7.07M +$632K +2,172 +9%

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.