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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
SCM
2726
Stanley Capital Management
Texas
$4.14M
FDS
2727
Freedom Day Solutions
Texas
$4.14M -$164K -564 -4%
AWM
2728
Aberdeen Wealth Management
Illinois
$4.13M -$116K -399 -3%
IIA
2729
ICW Investment Advisors
Arizona
$4.13M -$2.62K -9 -0.1%
NED
2730
Nancy E. Dempze
$4.12M -$152K -523 -3%
CFO
2731
Collective Family Office
Pennsylvania
$4.12M -$407K -1,398 -9%
EA
2732
Ellsworth Advisors
Ohio
$4.12M +$52.7K +181 +1%
SMH
2733
Sanders Morris Harris
Texas
$4.1M -$27.9K -96 -0.7%
BRA
2734
Bender Robert & Associates
California
$4.1M -$8.73K -30 -0.2%
BDFN
2735
Bond & Devick Financial Network
Minnesota
$4.1M +$32K +110 +0.8%
NSB
2736
Norway Savings Bank
Maine
$4.09M +$170K +583 +4%
SWMG
2737
Signature Wealth Management Group
Georgia
$4.08M +$110K +377 +3%
AIM
2738
Acropolis Investment Management
Missouri
$4.06M +$142K +488 +3%
CCM
2739
Community Capital Management
Florida
$4.06M -$145K -500 -3%
PMA
2740
Prudent Man Advisors
Illinois
$4.05M -$33.5K -115 -0.8%
AA
2741
Armor Advisors
New York
$4.05M -$386K -1,325 -8%
AG
2742
Algert Global
California
$4.05M +$89.3K +307 +2%
CC
2743
Corsicana & Co
Texas
$4.04M +$20.4K +70 +0.5%
MPIA
2744
Mountain Pacific Investment Advisers
Idaho
$4.02M -$20.4K -70 -0.5%
AA
2745
Argent Advisors
Louisiana
$4.01M -$164K -562 -4%
BCFS
2746
Butensky & Cohen Financial Security
Florida
$4M -$411K -1,411 -9%
AIL
2747
AGF Investments LLC
Ontario, Canada
$3.99M -$277K -953 -6%
ATWA
2748
Arbor Trust Wealth Advisors
Michigan
$3.97M -$22.1K -76 -0.5%
ASBI
2749
American State Bank (Iowa)
Iowa
$3.97M
RCS
2750
Retirement Capital Strategies
California
$3.96M

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.