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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
ONST
2926
Old North State Trust
North Carolina
$3.17M +$41.9K +144 +1%
AIP
2927
Ahrens Investment Partners
Louisiana
$3.17M +$187K +644 +6%
SFA
2928
Semmax Financial Advisors
North Carolina
$3.17M -$312K -1,071 -9%
ACM
2929
Aljian Capital Management
Nevada
$3.16M +$25K +86 +0.8%
HFS
2930
Howard Financial Services
Texas
$3.15M +$36.4K +125 +1%
YAVAPFMC
2931
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.14M +$3.24M +11,130 New
LDFR
2932
Lehman & Derafelo Financial Resources
Pennsylvania
$3.14M -$210K -721 -6%
FDS
2933
First Dallas Securities
Texas
$3.14M +$220K +757 +7%
CWM
2934
Centric Wealth Management
Illinois
$3.13M +$2.33K +8 +0.1%
CRI
2935
Colonial River Investments
Virginia
$3.13M -$345K -1,186 -10%
CWMU
2936
Caliber Wealth Management (Utah)
Utah
$3.13M +$14.5K +50 +0.5%
TC
2937
Truvestments Capital
Florida
$3.12M +$31.1K +107 +1%
FF
2938
Fluent Financial
Texas
$3.12M -$146K -502 -4%
KM
2939
Kalos Management
Georgia
$3.12M +$393K +1,350 +17%
GCA
2940
Gradient Capital Advisors
California
$3.11M -$183K -628 -5%
AA
2941
Alesco Advisors
New York
$3.11M -$18.9K -65 -0.6%
SDH
2942
Sloy Dahl & Holst
Washington
$3.1M +$533K +1,831 +20%
KCM
2943
Kingstown Capital Management
New York
$3.1M -$4.07M -14,000 -56%
AIC
2944
Argus Investors Counsel
New York
$3.1M -$2.56M -8,807 -44%
CC
2945
Copperleaf Capital
North Carolina
$3.1M -$118K -404 -4%
EFG
2946
Everhart Financial Group
Ohio
$3.09M +$346K +1,188 +12%
BFG
2947
Bouchey Financial Group
New York
$3.09M +$315K +1,082 +11%
VFP
2948
Verus Financial Partners
Virginia
$3.07M +$20.9K +72 +0.7%
AIA
2949
Arbor Investment Advisors
North Carolina
$3.07M -$28.2K -97 -0.9%
PHAM
2950
Palisades Hudson Asset Management
Florida
$3.05M +$23.3K +80 +0.7%

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.