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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
KMWM
2401
Keudell/Morrison Wealth Management
Oregon
$6.17M -$179K -614 -3%
TF
2402
TRH Financial
Iowa
$6.16M +$1.09M +3,734 +21%
BCM
2403
Brooktree Capital Management
Michigan
$6.16M
WDC
2404
Woodward Diversified Capital
California
$6.15M +$12.5K +43 +0.2%
LB
2405
Leo Brokerage
Texas
$6.14M -$158K -542 -2%
MC
2406
Mathes Company
New York
$6.14M -$454K -1,560 -7%
GSWM
2407
Golden State Wealth Management
California
$6.14M -$51.2K -176 -0.8%
HFA
2408
HC Financial Advisors
California
$6.13M -$104K -356 -2%
SFG
2409
Snider Financial Group
Washington
$6.12M -$265K -911 -5%
SIAP
2410
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.12M -$271K -930 -4%
PWMG
2411
Pinnacle Wealth Management Group
Michigan
$6.11M +$48.6K +167 +0.8%
SFS
2412
Summit Financial Strategies
Ohio
$6.1M +$4.66K +16 +0.1%
EML
2413
Eos Management LP
New York
$6.09M
PCG
2414
Private Capital Group
Connecticut
$6.09M +$1.01M +3,474 +19%
LFF
2415
Level Four Financial
Texas
$6.08M +$807K +2,772 +15%
HVP
2416
Hudson Value Partners
Florida
$6.07M -$59.6K -205 -0.9%
HCM
2417
HM Capital Management
Missouri
$6.07M -$158K -543 -2%
ABP
2418
Arthur B. Page
$6.06M -$328K -1,127 -5%
CWAG
2419
Compton Wealth Advisory Group
Virginia
$6.05M -$196K -675 -3%
WR
2420
WD Rutherford
Oregon
$6.04M -$585K -2,012 -9%
WPW
2421
Warther Private Wealth
Ohio
$6.03M +$14.8K +51 +0.2%
BEC
2422
Blue Edge Capital
Virginia
$6.03M +$6.69K +23 +0.1%
BCM
2423
Breiter Capital Management
Florida
$6.02M +$52.1K +179 +0.8%
CCA
2424
Catalyst Capital Advisors
New York
$6.01M -$102K -350 -2%
FA
2425
Financial Advisors
Massachusetts
$6.01M +$106K +366 +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.