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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
LS
2526
Leelyn Smith
Illinois
$5.31M +$91.1K +313 +2%
FCB
2527
First Command Bank
Texas
$5.31M -$37.8K -130 -0.7%
FCFS
2528
First Command Financial Services
Texas
$5.31M -$37.8K -130 -0.7%
RC
2529
Reik & Co
New York
$5.3M +$85.8K +295 +2%
WAOTB
2530
Wealth Advisors of Tampa Bay
Florida
$5.29M -$190K -652 -3%
RCIM
2531
Russell Clark Investment Management
United Kingdom
$5.27M
MC
2532
Matisse Capital
Oregon
$5.26M -$39K -134 -0.7%
CCM
2533
Chickasaw Capital Management
Tennessee
$5.26M +$326K +1,120 +6%
CG
2534
Clarus Group
Texas
$5.26M -$48.3K -166 -0.9%
AI
2535
Accredited Investors
Minnesota
$5.25M -$76.2K -262 -1%
GCM
2536
Geneva Capital Management
Wisconsin
$5.25M -$158K -542 -3%
CIA
2537
Cohen Investment Advisors
New Hampshire
$5.24M -$13.7K -47 -0.3%
AIM
2538
Axiom Investment Management
New York
$5.23M -$1.05M -3,604 -16%
WAG
2539
Winthrop Advisory Group
Massachusetts
$5.19M -$168K -576 -3%
ATIA
2540
American Trust Investment Advisors
New Hampshire
$5.19M +$400K +1,376 +8%
FFC
2541
First Financial Corp
Indiana
$5.17M -$124K -427 -2%
SRSA
2542
S.R. Schill & Associates
Washington
$5.15M -$659K -2,265 -11%
LFA
2543
Legacy Financial Advisors
Kentucky
$5.15M +$481K +1,654 +10%
PIMG
2544
Patriot Investment Management Group
Tennessee
$5.15M +$14.3K +49 +0.3%
BCM
2545
Boltwood Capital Management
California
$5.15M -$58.2K -200 -1%
BCP
2546
Blackhawk Capital Partners
Wisconsin
$5.15M +$57K +196 +1%
TA
2547
Trellis Advisors
Washington
$5.14M +$226K +778 +4%
GA
2548
Geller Advisors
New York
$5.14M +$36.7K +126 +0.7%
CFIA
2549
Cantor Fitzgerald Investment Advisors
New York
$5.14M +$23K +79 +0.4%
WDG
2550
Wealth Dimensions Group
Ohio
$5.14M +$266K +913 +5%

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.