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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
RA
2701
Rational Advisors
New York
$4.26M +$564K +1,940 +15%
PWA
2702
Physician Wealth Advisors
Utah
$4.25M +$90.8K +312 +2%
ACM
2703
Ashford Capital Management
Delaware
$4.25M -$104K -357 -2%
SA
2704
Shilanski & Associates
Alaska
$4.25M -$1.03M -3,542 -19%
SRAM
2705
Spouting Rock Asset Management
Pennsylvania
$4.24M -$765K -2,630 -15%
RPCA
2706
Running Point Capital Advisors
California
$4.24M +$2.47M +8,498 +130%
DBRC
2707
D.B. Root & Company
Pennsylvania
$4.24M -$497K -1,709 -10%
WA
2708
Waddell & Associates
Tennessee
$4.23M +$1.5M +5,151 +52%
LA
2709
LexAurum Advisors
Kansas
$4.23M +$92.8K +319 +2%
SIC
2710
Shoker Investment Counsel
Ohio
$4.21M -$150K -516 -3%
SA
2711
SAM Advisors
California
$4.21M +$4.34M +14,932 New
LF
2712
LifeSteps Financial
California
$4.21M -$7.86K -27 -0.2%
AA
2713
Apriem Advisors
California
$4.19M +$49.5K +170 +1%
EWM
2714
Evermay Wealth Management
Virginia
$4.18M -$192K -661 -4%
WAM
2715
WNY Asset Management
New York
$4.18M +$354K +1,217 +9%
AWA
2716
Acorn Wealth Advisors
Michigan
$4.18M -$40.7K -140 -0.9%
BWP
2717
BSW Wealth Partners
Colorado
$4.18M +$116K +399 +3%
WOC
2718
West Oak Capital
California
$4.17M -$164K -565 -4%
PP
2719
PDS Planning
Ohio
$4.16M +$333K +1,143 +8%
BWM
2720
Baystate Wealth Management
Massachusetts
$4.16M -$1.16M -3,986 -21%
GBA
2721
Garrison Bradford & Associates
New York
$4.16M
GFPC
2722
Global Financial Private Client
Florida
$4.15M -$56.2K -193 -1%
AFG
2723
Allegheny Financial Group
Pennsylvania
$4.15M -$141K -484 -3%
APTFM
2724
AGUR Provident & Training Funds Management
Israel
$4.15M -$35.3M -121,472 -89%
ZF
2725
Zhang Financial
Michigan
$4.15M +$734K +2,523 +21%

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.