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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
KCM
301
Kensico Capital Management
Connecticut
$355M -$20.5M -70,500 -5%
NAM
302
Nissay Asset Management
Japan
$352M +$24.5M +84,059 +7%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$352M -$473M -1,625,274 -57%
Connor, Clark & Lunn Investment Management (CC&L)
304
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$351M -$63.4M -217,831 -15%
CGPCS
305
Capital Group Private Client Services
California
$347M +$358M +1,229,626 New
MLICM
306
Metropolitan Life Insurance Company (MetLife)
New York
$345M -$12.3M -42,304 -3%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$344M +$11.7M +40,347 +3%
BBVA
308
Banco Bilbao Vizcaya Argentaria
Spain
$344M +$11.6M +39,705 +3%
DVI
309
Deccan Value Investors
Connecticut
$343M -$8.09M -27,800 -2%
UCFA
310
United Capital Financial Advisors
Texas
$335M -$3.22M -11,072 -0.9%
AI
311
Axiom Investors
Connecticut
$335M +$12.1M +41,689 +4%
SC
312
SRB Corp
Massachusetts
$333M -$2.2M -7,560 -0.6%
TPSF
313
Texas Permanent School Fund
Texas
$327M -$26.3M -90,289 -7%
SLAM
314
Swiss Life Asset Management
$324M -$9.82M -33,741 -3%
MSL
315
Mackay Shields LLC
New York
$323M -$10.8M -37,151 -3%
LNWTC
316
Laird Norton Wetherby Trust Company
Washington
$318M -$4.07K -14 -0%
WBC
317
Westpac Banking Corp
Australia
$317M -$18.1M -62,094 -5%
ERSOT
318
Employees Retirement System of Texas
Texas
$316M -$1.69M -5,800 -0.5%
CII
319
Capital International Inc
California
$313M -$34M -116,689 -10%
AI
320
Ariel Investments
Illinois
$306M -$31.5M -108,119 -9%
DILIC
321
Dai-ichi Life Insurance Company
Japan
$299M -$17.3M -59,299 -5%
BPC
322
Banque Pictet & Cie
Switzerland
$297M +$6.32M +21,733 +2%
GIM
323
Generation Investment Management
United Kingdom
$296M -$4.14M -14,234 -1%
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$296M -$7.61M -26,151 -2%
ASC
325
Atalanta Sosnoff Capital
New York
$294M -$2.02M -6,942 -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.