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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
RHP
2826
Royal Harbor Partners
Texas
$3.64M -$50.3K -173 -1%
CAL
2827
Capital Advisors Ltd
Ohio
$3.63M +$111K +380 +3%
IRC
2828
Investors Research Corp
Georgia
$3.63M +$29.1K +100 +0.8%
PFC
2829
Phocas Financial Corp
California
$3.62M +$264K +909 +8%
PPG
2830
Peak Planning Group
Colorado
$3.61M +$3.73M +12,815 New
IF
2831
Ironwood Financial
Arizona
$3.61M +$323K +1,111 +9%
CCG
2832
Cloverfields Capital Group
Minnesota
$3.61M +$671K +2,305 +22%
AWCI
2833
Alpine Woods Capital Investors
New York
$3.61M -$16.3K -56 -0.4%
W
2834
Wealthquest
Ohio
$3.6M +$13.1K +45 +0.4%
AWM
2835
Arbor Wealth Management
Florida
$3.59M -$66K -227 -2%
GM
2836
Granger Management
New York
$3.59M
FHC
2837
First Heartland Consultants
Missouri
$3.59M -$210K -722 -5%
PFA
2838
Paradigm Financial Advisors
Missouri
$3.58M -$82.9K -285 -2%
DFG
2839
Demars Financial Group
Washington
$3.58M -$852K -2,928 -19%
MIM
2840
Miller Investment Management
Pennsylvania
$3.58M -$2.04M -7,000 -36%
VFPI
2841
Vantage Financial Partners (Illinois)
Illinois
$3.58M +$896K +3,081 +32%
PG
2842
Proffitt & Goodson
Tennessee
$3.58M -$84.1K -289 -2%
BSAM
2843
Blue Square Asset Management
New York
$3.58M +$52.1K +179 +1%
TFM
2844
TFC Financial Management
Massachusetts
$3.57M -$90.5K -311 -2%
GWM
2845
Gray Wealth Management
Maine
$3.57M +$180K +619 +5%
QCIG
2846
Quad-Cities Investment Group
Iowa
$3.55M -$94.3K -324 -3%
WAM
2847
WealthTrust Asset Management
Florida
$3.54M +$18K +62 +0.5%
WDL
2848
Well Done LLC
Michigan
$3.54M +$449K +1,544 +14%
AWG
2849
Altus Wealth Group
Colorado
$3.54M +$491K +1,689 +16%
BRG
2850
Bay Rivers Group
Virginia
$3.53M +$113K +390 +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.