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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
BA
3451
Bridge Advisory
California
$1.25M -$319K -1,097 -20%
TFA
3452
Trinity Financial Advisors
Ohio
$1.24M -$98.9K -340 -7%
DWA
3453
Dougherty Wealth Advisers
Minnesota
$1.24M
CCMW
3454
Cypress Capital Management (Wyoming)
Wyoming
$1.24M +$24.7K +85 +2%
DSA
3455
Droms Strauss Advisors
Missouri
$1.24M -$46.6K -160 -4%
ACM
3456
AUA Capital Management
Pennsylvania
$1.24M
EL
3457
Essex LLC
Illinois
$1.23M +$1.27M +4,366 New
PA
3458
PSI Advisors
Florida
$1.23M -$591K -2,031 -32%
FP
3459
Foundry Partners
Minnesota
$1.23M -$196K -672 -13%
CFAM
3460
Center For Asset Management
Florida
$1.22M +$44.2K +152 +4%
AWMG
3461
Alliance Wealth Management Group
New Jersey
$1.22M -$873 -3 -0.1%
CIP
3462
Cornerstone Investment Partners
Georgia
$1.21M -$2.83M -9,710 -69%
QC
3463
Quantedge Capital
Singapore
$1.21M
TC
3464
Tacita Capital
Ontario, Canada
$1.21M
CAM
3465
Concorde Asset Management
Michigan
$1.21M +$52.4K +180 +4%
MAM
3466
Marotta Asset Management
Virginia
$1.2M +$9.02K +31 +0.7%
MAWCM
3467
Mine & Arao Wealth Creation & Management
California
$1.2M +$14.5K +50 +1%
SC
3468
Soundwatch Capital
Connecticut
$1.2M +$1.24M +4,260 New
HCA
3469
Heck Capital Advisors
Wisconsin
$1.2M -$20.9K -72 -2%
AC
3470
Apogem Capital
New York
$1.2M +$3.49K +12 +0.3%
OHU
3471
Odey Holdings (UK)
United Kingdom
$1.19M +$534K +1,836 +77%
HIS
3472
Harvest Investment Services
Illinois
$1.19M +$11.6K +40 +1%
RWRC
3473
R.W. Roge & Company
New York
$1.19M
PWA
3474
Peterson Wealth Advisors
Utah
$1.18M
T
3475
TRUADVICE
Florida
$1.18M -$3.04M -10,464 -75%

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.