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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
FSC
2676
Full Sail Capital
Oklahoma
$4.39M -$444K -1,525 -9%
MMHP
2677
Murphy Middleton Hinkle & Parker
Georgia
$4.39M -$7.27K -25 -0.2%
HWMA
2678
Heritage Wealth Management (Arizona)
Arizona
$4.38M +$304K +1,044 +7%
LWM
2679
Liberty Wealth Management
California
$4.38M -$1.65M -5,683 -27%
CA
2680
Capital Advantage
California
$4.37M -$21.8K -75 -0.5%
DWP
2681
Destiny Wealth Partners
Florida
$4.37M -$1.48M -5,096 -25%
PCM
2682
Perkins Capital Management
Minnesota
$4.37M
CBFP
2683
Cedar Brook Financial Partners
Ohio
$4.37M -$209K -718 -4%
CAM
2684
Cozad Asset Management
Illinois
$4.36M -$16K -55 -0.4%
BZWA
2685
Blue Zone Wealth Advisors
California
$4.33M +$7.27K +25 +0.2%
AC
2686
Addison Capital
Pennsylvania
$4.33M -$4.95K -17 -0.1%
PIM
2687
Perpetual Investment Management
Australia
$4.33M +$424K +1,459 +11%
SAA
2688
Southeast Asset Advisors
Georgia
$4.32M -$41K -141 -0.9%
SN
2689
Sittner & Nelson
Oregon
$4.32M -$2.62K -9 -0.1%
SRC
2690
Sage Rhino Capital
California
$4.32M +$68.4K +235 +2%
TCWM
2691
Total Clarity Wealth Management
Illinois
$4.32M -$50K -172 -1%
JF
2692
JSF Financial
California
$4.31M +$280K +961 +7%
SLWS
2693
Swaine & Leidel Wealth Services
Florida
$4.31M +$4.45M +15,290 New
MFP
2694
Meridian Financial Partners
Virginia
$4.31M +$85K +292 +2%
AMIM
2695
Aull & Monroe Investment Management
Alabama
$4.3M -$106K -365 -2%
WAAG
2696
Wealth Alliance Advisory Group
Kansas
$4.29M -$9.89K -34 -0.2%
DW
2697
Domani Wealth
Pennsylvania
$4.29M -$8.73K -30 -0.2%
WWM
2698
WT Wealth Management
Arizona
$4.29M +$128K +441 +3%
I
2699
INVST
Indiana
$4.29M +$303K +1,041 +7%
FG
2700
Foster Group
Iowa
$4.28M +$291 +1 +0%

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.