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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
CCM
2776
Cox Capital Management
Massachusetts
$3.85M -$41.9K -144 -1%
NFG
2777
Norris Financial Group
South Carolina
$3.83M -$16.3K -56 -0.4%
SAM
2778
Summit Asset Management
Tennessee
$3.83M -$5.24K -18 -0.1%
BIM
2779
Bridgecreek Investment Management
Oklahoma
$3.82M +$37.8K +130 +1%
FBFS
2780
First Business Financial Services
Wisconsin
$3.82M +$128K +439 +3%
BWM
2781
BT Wealth Management
Georgia
$3.82M +$1.19M +4,083 +43%
TCWA
2782
Ten Capital Wealth Advisors
Washington
$3.82M -$3.15M -10,832 -44%
DI
2783
DAGCO Inc
Ohio
$3.82M -$15.7K -54 -0.4%
GCM
2784
Glynn Capital Management
California
$3.82M
PH
2785
Pinnacle Holdings
Oklahoma
$3.81M +$60.5K +208 +2%
PPP
2786
Private Portfolio Partners
New Jersey
$3.81M +$118K +407 +3%
UAM
2787
Unison Asset Management
Florida
$3.81M -$12.2K -42 -0.3%
SSCA
2788
South Shore Capital Advisors
Massachusetts
$3.81M -$65.8K -226 -2%
RW
2789
REDW Wealth
New Mexico
$3.8M +$5.24K +18 +0.1%
NJBEST
2790
New Jersey Better Educational Savings Trust
New Jersey
$3.8M
RWP
2791
Ridgecrest Wealth Partners
California
$3.79M +$413K +1,420 +12%
RIM
2792
Rockbridge Investment Management
New York
$3.79M +$471K +1,619 +14%
MW
2793
MBL Wealth
North Carolina
$3.79M +$3.91M +13,455 New
AFAS
2794
Acorn Financial Advisory Services
Virginia
$3.79M -$11.8M -40,470 -75%
FCM
2795
Fortis Capital Management
Washington
$3.79M -$786K -2,700 -17%
SC
2796
Schulhoff & Co
Ohio
$3.78M +$38.7K +133 +1%
WA
2797
Wealth Architects
California
$3.78M -$208K -715 -5%
APW
2798
Austin Private Wealth
Texas
$3.78M +$79.7K +274 +2%
GPFA
2799
Game Plan Financial Advisors
Ohio
$3.77M -$50.9K -175 -1%
BCP
2800
Berkeley Capital Partners
Georgia
$3.77M -$13.4K -46 -0.3%

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.