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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
VC
2751
Veracity Capital
Georgia
$3.96M +$66.3K +228 +2%
IBOK
2752
Independence Bank of Kentucky
Kentucky
$3.96M -$313K -1,076 -7%
GCC
2753
Game Creek Capital
Massachusetts
$3.95M -$327K -1,125 -7%
WCG
2754
Weaver Consulting Group
California
$3.94M +$155K +533 +4%
FC
2755
Fusion Capital
South Carolina
$3.94M +$240K +824 +6%
TCM
2756
Teza Capital Management
Illinois
$3.93M -$273K -938 -6%
MFG
2757
Monte Financial Group
Connecticut
$3.92M -$152K -524 -4%
FA
2758
Fiducient Advisors
Illinois
$3.9M -$777K -2,669 -16%
SAG
2759
Spotlight Asset Group
Illinois
$3.9M -$550K -1,890 -12%
MA
2760
Modus Advisors
Minnesota
$3.89M -$82.3K -283 -2%
HWM
2761
Hemington Wealth Management
Virginia
$3.89M -$36.4K -125 -0.9%
FMN
2762
Financial Management Network
California
$3.89M -$278K -954 -6%
NERM
2763
New England Research & Management
Illinois
$3.88M -$80K -275 -2%
FA
2764
FMA Advisory
Pennsylvania
$3.88M +$299K +1,027 +8%
SMA
2765
Sage Mountain Advisors
Georgia
$3.88M +$227K +779 +6%
OQS
2766
Occudo Quantitative Strategies
Florida
$3.88M +$4.01M +13,766 New
PK
2767
Pflug Koory
Nebraska
$3.88M -$196K -675 -5%
CYG
2768
Clean Yield Group
Vermont
$3.87M +$18.6K +64 +0.5%
BIA
2769
Bigelow Investment Advisors
Maine
$3.87M -$118K -406 -3%
AA
2770
Altman Advisors
Illinois
$3.87M -$84.1K -289 -2%
MFG
2771
Menard Financial Group
Texas
$3.86M +$219K +752 +6%
CBA
2772
Coastal Bridge Advisors
Connecticut
$3.86M -$198K -680 -5%
CCM
2773
Cribstone Capital Management
Maine
$3.86M +$126K +432 +3%
MFG
2774
Magnus Financial Group
New York
$3.86M -$183K -630 -4%
SCA
2775
St. Clair Advisors
Ohio
$3.85M +$206K +709 +5%

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.