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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
BAM
3176
Baldrige Asset Management
Pennsylvania
$2.13M -$68.4K -235 -3%
FNBSF
3177
First National Bank Sioux Falls
South Dakota
$2.13M -$2.91K -10 -0.1%
LD
3178
Lipe & Dalton
New York
$2.13M -$14.5K -50 -0.7%
PFA
3179
Professional Financial Advisors
Nebraska
$2.13M -$19.5K -67 -0.9%
SFWC
3180
Strategic Family Wealth Counselors
New Jersey
$2.13M +$436K +1,500 +25%
ACP
3181
Aveo Capital Partners
Colorado
$2.12M +$345K +1,185 +19%
HC
3182
Hamilton Capital
Ohio
$2.12M +$831K +2,857 +61%
AC
3183
Aristides Capital
Kentucky
$2.12M
CP
3184
Coho Partners
Pennsylvania
$2.11M -$87.3K -300 -4%
CG
3185
Corundum Group
Colorado
$2.11M -$205K -705 -9%
COCM
3186
Charter Oak Capital Management
New Hampshire
$2.11M +$25.3K +87 +1%
RTS
3187
Round Table Services
New Jersey
$2.11M +$224K +770 +11%
D
3188
Diversified
Delaware
$2.1M -$61.1K -210 -3%
FIM
3189
Fernwood Investment Management
Massachusetts
$2.1M +$11.3K +39 +0.5%
SFA
3190
Source Financial Advisors
New York
$2.09M +$11.9K +41 +0.6%
WGCA
3191
Wolf Group Capital Advisors
Virginia
$2.09M +$1.75M +6,012 +428%
CCM
3192
Crew Capital Management
Ohio
$2.09M +$11.3K +39 +0.5%
CFG
3193
CMC Financial Group
Georgia
$2.08M +$11.1K +38 +0.5%
WC
3194
Westhampton Capital
North Carolina
$2.08M +$5.82K +20 +0.3%
GCA
3195
Genesee Capital Advisors
New York
$2.07M +$2.14M +7,353 New
TI
3196
Truehand Inc
New Hampshire
$2.07M
KCM
3197
Kathmere Capital Management
Pennsylvania
$2.07M +$619K +2,126 +41%
FAG
3198
Financial Advisory Group
Texas
$2.06M -$16.6K -57 -0.8%
NC
3199
NinePointTwo Capital
California
$2.06M
DA
3200
Detalus Advisors
Missouri
$2.06M +$291 +1 +0%

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.