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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
FPCP
2301
Fort Point Capital Partners
California
$6.91M +$2.34M +8,054 +49%
SC
2302
Stolper & Co
Oklahoma
$6.89M -$59.6K -205 -0.8%
WA
2303
Wambolt & Associates
Colorado
$6.87M +$278K +957 +4%
CCA
2304
Childress Capital Advisors
Texas
$6.86M +$740K +2,542 +12%
STC
2305
Sarah T. Connolly
$6.86M -$179K -615 -2%
KC
2306
Kingfisher Capital
North Carolina
$6.86M +$143K +492 +2%
BFG
2307
Berger Financial Group
Minnesota
$6.85M +$381K +1,309 +6%
ZCI
2308
Zevenbergen Capital Investments
Washington
$6.84M +$185K +636 +3%
ARI
2309
Applied Research Investments
Delaware
$6.84M -$290K -998 -4%
CPA
2310
Clear Perspective Advisors
Illinois
$6.83M -$460K -1,582 -6%
ECM
2311
EagleClaw Capital Management
Massachusetts
$6.83M +$265K +911 +4%
BA
2312
Bridgewater Advisors
New York
$6.82M +$63.4K +218 +0.9%
SWA
2313
Sutton Wealth Advisors
Florida
$6.81M +$3.49K +12 +0%
QCM
2314
Quest Capital Management
Texas
$6.81M +$107K +369 +2%
MAA
2315
Mraz Amerine & Associates
California
$6.81M -$151K -519 -2%
MG
2316
Mather Group
Illinois
$6.8M -$171K -587 -2%
ARMT
2317
Amica Retiree Medical Trust
Rhode Island
$6.79M -$3.09M -10,620 -31%
PWA
2318
Providence Wealth Advisors
Illinois
$6.79M -$275K -945 -4%
SAM
2319
Stenahm Asset Management
Guernsey
$6.77M
S
2320
Surevest
California
$6.76M +$222K +764 +3%
VCM
2321
Versant Capital Management
Arizona
$6.75M -$30.3K -104 -0.4%
RFWA
2322
RPg Family Wealth Advisory
Massachusetts
$6.74M +$255K +876 +4%
PFBT
2323
Parkside Financial Bank & Trust
Missouri
$6.74M -$32.3K -111 -0.5%
PWS
2324
Peloton Wealth Strategists
Indiana
$6.73M -$196K -674 -3%
Financial Engines Advisors
2325
Financial Engines Advisors
California
$6.73M -$3.49K -12 -0.1%

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.