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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
CB
2326
CNB Bank
Pennsylvania
$6.73M +$304K +1,044 +5%
PB
2327
Pinnacle Bancorp
Nebraska
$6.7M +$1.59M +5,449 +30%
VBCG
2328
Valley Brook Capital Group
Pennsylvania
$6.69M -$150K -515 -2%
MVA
2329
Mount Vernon Associates
Maryland
$6.69M -$1.46K -5 -0%
TGAM
2330
TBH Global Asset Management
Tennessee
$6.69M -$184K -631 -3%
HWA
2331
Heritage Way Advisors
Illinois
$6.68M -$145K -497 -2%
MCM
2332
Monument Capital Management
Virginia
$6.66M +$14K +48 +0.2%
FCA
2333
FinTrust Capital Advisors
South Carolina
$6.66M +$164K +563 +2%
WFI
2334
West Family Investments
California
$6.66M +$626K +2,152 +10%
KFI
2335
Key Financial Inc
Pennsylvania
$6.66M -$25.3K -87 -0.4%
SFA
2336
Souders Financial Advisors
Ohio
$6.65M +$238K +819 +4%
JC
2337
JB Capital
Connecticut
$6.64M +$6.86M +23,572 New
ACM
2338
Alcosta Capital Management
California
$6.64M +$48.6K +167 +0.7%
Q
2339
QVR
California
$6.63M +$6.84M +23,505 New
SAM
2340
Security Asset Management
New York
$6.61M -$21.2K -73 -0.3%
OL
2341
Optas LLC
Texas
$6.6M -$488K -1,678 -7%
TLP
2342
Trinity Legacy Partners
Texas
$6.59M -$628K -2,157 -8%
FNWM
2343
Financial Network Wealth Management
Utah
$6.58M +$8.44K +29 +0.1%
AB
2344
Atlas Brown
Kentucky
$6.57M -$37.8K -130 -0.6%
CCP
2345
Cunning Capital Partners
North Carolina
$6.56M
PGWM
2346
Parisi Gray Wealth Management
New Jersey
$6.56M -$26.5K -91 -0.4%
TAM
2347
Townsend Asset Management
North Carolina
$6.56M +$120K +412 +2%
SG
2348
Somerset Group
Minnesota
$6.55M -$149K -512 -2%
CSPAM
2349
Cary Street Partners Asset Management
Virginia
$6.55M -$37.2K -128 -0.5%
EA
2350
Emerald Advisers
Pennsylvania
$6.54M +$291 +1 +0%

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.