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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
AW
2451
Alaethes Wealth
Nevada
$5.77M -$154K -529 -3%
GKFF
2452
George Kaiser Family Foundation
Oklahoma
$5.76M
IIC
2453
Integrated Investment Consultants
Michigan
$5.76M +$380K +1,306 +7%
BSA
2454
Bull Street Advisors
Georgia
$5.75M +$7.86K +27 +0.1%
FCFC
2455
First Commonwealth Financial Corp
Pennsylvania
$5.75M -$406K -1,394 -6%
KTC
2456
Kistler-Tiffany Companies
Pennsylvania
$5.74M -$1.09M -3,753 -16%
WMA
2457
Wealth Management Associates
New Jersey
$5.74M -$74.8K -257 -1%
PFA
2458
Pure Financial Advisors
California
$5.74M +$317K +1,089 +6%
PRS
2459
Pinkerton Retirement Specialists
Idaho
$5.74M +$27.3K +94 +0.5%
BDS
2460
Banco de Sabadell
Florida
$5.73M -$320K -1,099 -5%
OIA
2461
Optimum Investment Advisors
Illinois
$5.71M -$3.46M -11,899 -37%
FMTCOCP
2462
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.71M -$402K -1,382 -6%
WIM
2463
Wittenberg Investment Management
Massachusetts
$5.7M -$40.4K -139 -0.7%
PC
2464
Port Capital
Illinois
$5.69M -$6.4K -22 -0.1%
SEEDPG
2465
S.E.E.D. Planning Group
New York
$5.69M -$481K -1,652 -8%
SW
2466
SlateStone Wealth
Florida
$5.68M +$185K +635 +3%
AFA
2467
Abacus FCF Advisors
Florida
$5.67M +$370K +1,273 +7%
PAA
2468
Peregrine Asset Advisers
Oregon
$5.67M -$2.23M -7,649 -28%
FC
2469
Forte Capital
New York
$5.66M +$545K +1,873 +10%
HIP
2470
HUB Investment Partners
Texas
$5.66M +$66.6K +229 +1%
KS
2471
Karpas Strategies
Connecticut
$5.65M -$189K -651 -4%
IIM
2472
InTrack Investment Management
Vermont
$5.65M -$255K -878 -5%
DC
2473
DeDora Capital
California
$5.65M -$572K -1,967 -9%
BOC
2474
Barbara Oil Co
Illinois
$5.64M
SA
2475
SRN Advisors
Pennsylvania
$5.63M -$1.81M -6,237 -24%

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.