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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
EMFAT
3301
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.71M
QT
3302
Quantamental Technologies
New York
$1.71M +$1.76M +6,064 New
HR
3303
Hardy Reed
Mississippi
$1.71M -$69.8K -240 -4%
BWM
3304
BCGM Wealth Management
Indiana
$1.71M +$202K +694 +16%
KPWG
3305
KFA Private Wealth Group
Virginia
$1.7M -$78K -268 -4%
MGWM
3306
Marks Group Wealth Management
Minnesota
$1.7M +$1.24M +4,253 +239%
CI
3307
Cavalier Investments
Georgia
$1.7M +$116K +399 +7%
BWM
3308
BCS Wealth Management
Tennessee
$1.7M +$35.2K +121 +2%
CWM
3309
Cedar Wealth Management
California
$1.7M -$182K -624 -9%
OWM
3310
Orgel Wealth Management
Wisconsin
$1.7M +$80.6K +277 +5%
EFL
3311
ERn Financial LLC
Wisconsin
$1.69M +$74.8K +257 +4%
LI
3312
Latash Investments
Alaska
$1.69M
PGCM
3313
Prescott Group Capital Management
Oklahoma
$1.69M
VFM
3314
Viking Fund Management
North Dakota
$1.69M
CNBT
3315
Cornerstone National Bank & Trust
Illinois
$1.69M +$32.3K +111 +2%
WW
3316
Westshore Wealth
California
$1.69M -$2.88M -9,892 -62%
KAM
3317
Karani Asset Management
New York
$1.69M +$396K +1,362 +29%
AWM
3318
AllSquare Wealth Management
New York
$1.68M -$72.7K -250 -4%
CFS
3319
Capital Financial Services
New York
$1.68M +$30.8K +106 +2%
AF
3320
Apexium Financial
Texas
$1.67M +$265K +910 +18%
AFA
3321
American Financial Advisors
Georgia
$1.67M -$5.82K -20 -0.3%
CWM
3322
Curi Wealth Management
North Carolina
$1.67M +$39K +134 +2%
MWM
3323
MinichMacGregor Wealth Management
New York
$1.66M -$1.46K -5 -0.1%
MS
3324
Mizuho Securities
Japan
$1.66M +$587K +2,019 +52%
BEI
3325
Benjamin Edwards Inc
Missouri
$1.66M +$403K +1,385 +31%

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.