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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
FMB
2601
Field & Main Bank
Kentucky
$4.79M -$191K -656 -4%
BWA
2602
Bordeaux Wealth Advisors
California
$4.78M -$1.04M -3,558 -17%
PIG
2603
Pantheon Investment Group
California
$4.78M -$104K -356 -2%
UMC
2604
United Maritime Capital
New York
$4.78M -$14.5K -50 -0.3%
AWM
2605
Atticus Wealth Management
Florida
$4.78M -$198K -680 -4%
SAM
2606
Secure Asset Management
Michigan
$4.76M +$229K +786 +5%
SP
2607
Successful Portfolios
Florida
$4.76M -$24.7K -85 -0.5%
KA
2608
Kozak & Associates
Colorado
$4.74M +$4.11M +14,114 New
WP
2609
WealthShield Partners
North Carolina
$4.74M -$896K -3,078 -15%
CSM
2610
CAMG Solamere Management
North Carolina
$4.74M +$187K +643 +4%
TNAM
2611
Terra Nova Asset Management
New York
$4.73M +$147K +505 +3%
MSU
2612
Mizuho Securities USA
New York
$4.71M -$2.54M -8,731 -34%
SCP
2613
Stamos Capital Partners
California
$4.71M -$960K -3,300 -17%
SCMU
2614
Steadfast Capital Management (UK)
United Kingdom
$4.7M +$4.76M +16,363 New
BDWCC
2615
B&D White Capital Company
Texas
$4.7M -$6.23M -21,404 -56%
AC
2616
Amitell Capital
Singapore
$4.69M -$754K -2,592 -13%
GLLW
2617
Graves Light Lenhart Wealth
Virginia
$4.68M -$39K -134 -0.8%
AWS
2618
Arkfeld Wealth Strategies
Nebraska
$4.66M -$146K -501 -3%
CIA
2619
Citadel Investment Advisory
Ohio
$4.65M
TC
2620
Trust Company
Kansas
$4.64M -$334K -1,148 -7%
SW
2621
SkyOak Wealth
Michigan
$4.64M +$7.86K +27 +0.2%
MPPW
2622
Mitchell & Pahl Private Wealth
Oklahoma
$4.63M -$7.57K -26 -0.2%
LA
2623
Legacy Advisors
Pennsylvania
$4.63M +$56.4K +194 +1%
MSFS
2624
Main Street Financial Solutions
Pennsylvania
$4.63M +$459K +1,577 +11%
SJL
2625
Shayne & Jacobs LLC
Tennessee
$4.62M

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.