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Microsoft

4,029 hedge funds and large institutions have $1.49T invested in Microsoft in 2021 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,634 increasing their positions, 1,883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 63

3% more funds holding in top 10

Funds holding in top 10: 2,1492,210 (+61)

1% more funds holding

Funds holding: 3,9794,029 (+50)

4% more capital invested

Capital invested by funds: $1.43T → $1.49T (+$56.6B)

0.06% more ownership

Funds ownership: 70.22%70.28% (+0.06%)

13% less repeat investments, than reductions

Existing positions increased: 1,634 | Existing positions reduced: 1,883

14% less call options, than puts

Call options by funds: $23.8B | Put options by funds: $27.8B

Holders
4,029
Holders Change
+50
Holders Change %
+1.26%
% of All Funds
70.33%
Holding in Top 10
2,210
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+2.84%
% of All Funds
38.58%
New
162
Increased
1,634
Reduced
1,883
Closed
63
Calls
$23.8B
Puts
$27.8B
Net Calls
-$4.02B
Net Calls Change
-$2.86B

MSFT Hedge Fund Activity: Q3 2021 in Review

4,029 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2021, worth a combined $1.49T — up 3.9% from $1.43T a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new MSFT positions and 63 closed out — a net gain of 99 holders — while 1,634 added to existing stakes and 1,883 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.

  • 4,029 institutional investors held Microsoft (MSFT) as of Q3 2021, up from 3,979 in Q2 2021.
  • Funds reported $1.49T of Microsoft stock for Q3 2021, up 3.9% quarter-over-quarter.
  • 162 funds opened new Microsoft positions in Q3 2021 and 63 closed out, a net change of +99 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.