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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
HFBOT
2576
Home Federal Bank of Tennessee
Tennessee
$4.95M -$116K -398 -2%
PRC
2577
Pearl River Capital
Michigan
$4.95M +$5.11M +17,564 New
RCIM
2578
Red Cedar Investment Management
Michigan
$4.95M +$635K +2,184 +14%
BHIC
2579
Bassett Hargrove Investment Counsel
Delaware
$4.95M
SPFA
2580
Summit Place Financial Advisors
New Jersey
$4.93M -$251K -861 -5%
WIM
2581
Weitz Investment Management
Nebraska
$4.93M
FNBOSM
2582
First National Bank of South Miami
Florida
$4.93M +$265K +911 +5%
AGA
2583
Accuvest Global Advisors
Utah
$4.93M +$19.5K +67 +0.4%
THWM
2584
Taylor Hoffman Wealth Management
Virginia
$4.91M -$6.4K -22 -0.1%
SQA
2585
Simon Quick Advisors
New Jersey
$4.91M +$1.74M +5,995 +52%
GIM
2586
Guardian Investment Management
California
$4.9M -$1.96M -6,725 -28%
BCM
2587
Brookmont Capital Management
Texas
$4.89M -$7.27K -25 -0.1%
WCM
2588
Wunderlich Capital Managemnt
Tennessee
$4.88M +$3.75M +12,880 +292%
MCM
2589
MV Capital Management
Maryland
$4.86M +$338K +1,163 +7%
MCP
2590
Martin Capital Partners
Oregon
$4.86M +$873 +3 +0%
EWM
2591
EPG Wealth Management
Georgia
$4.85M +$143K +492 +3%
GPA
2592
Garrison Point Advisors
California
$4.85M -$222K -763 -4%
AMG
2593
Advisors Management Group
Wisconsin
$4.84M -$20.7K -71 -0.4%
GCP
2594
GSA Capital Partners
United Kingdom
$4.83M +$1.67M +5,737 +50%
OAM
2595
Optimal Asset Management
California
$4.82M
BC
2596
Brookfield Corp
Ontario, Canada
$4.82M -$5.79M -19,909 -54%
CRCM
2597
Crystal Rock Capital Management
Illinois
$4.81M
KLCM
2598
KG&L Capital Management
Louisiana
$4.81M +$55K +189 +1%
WAM
2599
Werlinich Asset Management
Connecticut
$4.81M
PI
2600
Pettee Investors
Connecticut
$4.8M -$151K -520 -3%

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.