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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
CFG
3426
CKW Financial Group
Hawaii
$1.32M
BU
3427
Brown University
Rhode Island
$1.32M
VBFP
3428
Valtinson Bruner Financial Planning
Minnesota
$1.32M -$18.9K -65 -1%
UWPG
3429
Ullmann Wealth Partners Group
Florida
$1.31M +$129K +443 +11%
PBF
3430
Petix & Botte Financial
California
$1.3M +$673K +2,314 +100%
IAA
3431
Ironsides Asset Advisors
North Carolina
$1.3M +$7.27K +25 +0.5%
NWM
3432
Northwest Wealth Management
Iowa
$1.3M -$110K -377 -8%
AWM
3433
Accel Wealth Management
Iowa
$1.29M +$50.6K +174 +4%
RPG
3434
Resource Planning Group
Georgia
$1.29M -$20.4K -70 -2%
P
3435
Palladiem
Pennsylvania
$1.28M -$125K -430 -9%
POIA
3436
Pin Oak Investment Advisors
Texas
$1.27M -$117K -403 -8%
KCA
3437
Karn Couzens & Associates
Connecticut
$1.27M -$43.6K -150 -3%
MPCG
3438
Matrix Private Capital Group
New York
$1.27M +$217K +746 +20%
BHWA
3439
Beacon Harbor Wealth Advisors
Virginia
$1.27M +$43.4K +149 +3%
LAI
3440
Legal Advantage Investments
California
$1.27M +$72.7K +250 +6%
WIA
3441
World Investment Advisors
California
$1.27M -$41.6K -143 -3%
PSF
3442
Pacific Sun Financial
California
$1.27M +$1.31M +4,489 New
DCM
3443
Davidson Capital Management
Texas
$1.26M -$119K -409 -8%
CPC
3444
Consolidated Planning Corp
Georgia
$1.26M +$4.36K +15 +0.3%
FA
3445
Fountainhead AM
New Jersey
$1.26M +$142K +487 +12%
TWA
3446
Tillar-Wenstrup Advisors
Ohio
$1.26M -$27.1K -93 -2%
EE
3447
EWG Elevate
California
$1.26M +$28.5K +98 +2%
WJA
3448
Willis Johnson & Associates
Texas
$1.26M +$4.66K +16 +0.4%
GG
3449
Golden Green
South Carolina
$1.25M -$283K -973 -18%
KBFS
3450
Kohmann Bosshard Financial Services
Ohio
$1.25M +$97.2K +334 +8%

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.