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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
LA
2801
Latitude Advisors
Florida
$3.76M +$1.93M +6,642 +99%
DI
2802
Disciplined Investments
Oklahoma
$3.76M +$116K +400 +3%
OCM
2803
Orion Capital Management
California
$3.74M +$12.5K +43 +0.3%
HCM
2804
HMS Capital Management
Tennessee
$3.74M -$184K -633 -5%
CWP
2805
Curated Wealth Partners
California
$3.74M
CIM
2806
Corda Investment Management
Texas
$3.74M +$9.02K +31 +0.2%
NFG
2807
Northeast Financial Group
Pennsylvania
$3.74M -$386K -1,328 -9%
EGA
2808
E&G Advisors
Texas
$3.73M +$3.86M +13,250 New
JWM
2809
Jeppson Wealth Management
California
$3.73M +$58.5K +201 +2%
GC
2810
Gilbert & Cook
Iowa
$3.73M +$646K +2,219 +20%
TI
2811
tru Independence
Oregon
$3.72M -$960K -3,300 -20%
RZH
2812
Relyea Zuckerberg Hanson
Connecticut
$3.72M -$427K -1,466 -10%
TAM
2813
Todd Asset Management
Kentucky
$3.71M -$137K -470 -3%
ADBIC
2814
A.D. Beadell Investment Counsel
Wisconsin
$3.71M -$50.9K -175 -1%
SC
2815
Shay Capital
New York
$3.71M +$943K +3,240 +33%
AIC
2816
Archer Investment Corporation
Indiana
$3.7M -$70.7K -243 -2%
PWM
2817
Prentice Wealth Management
New York
$3.69M +$36.7K +126 +1%
VIA
2818
Vickerman Investment Advisors
Washington
$3.69M +$3.81M +13,089 New
FPF
2819
First Pacific Financial
Washington
$3.68M -$25K -86 -0.7%
GIM
2820
Guild Investment Management
California
$3.68M +$793K +2,725 +26%
FB
2821
First Bancorp
Maine
$3.67M +$3.78M +13,007 New
MWVC
2822
Morgens Waterfall Vintiadis & Co
New York
$3.67M
SLA
2823
Silver Lake Advisory
Utah
$3.66M -$12.8K -44 -0.3%
HSWM
2824
Hubbell Strickland Wealth Management
Louisiana
$3.66M -$25.3K -87 -0.7%
NFSG
2825
Newbridge Financial Services Group
Florida
$3.65M -$122K -419 -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.