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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
Coatue Management
326
Coatue Management
New York
$293M +$303M +1,040,142 New
JWBC
327
John W. Bristol & Co
New York
$292M -$4.5M -15,453 -1%
MOACM
328
Mutual of America Capital Management
New York
$288M +$1.04M +3,578 +0.4%
RPI
329
Railway Pension Investments
United Kingdom
$287M +$13.6M +46,900 +5%
EAM
330
Eagle Asset Management
Florida
$285M -$7.62M -26,199 -3%
EPFB
331
Employees Provident Fund Board
Malaysia
$285M -$13.6M -46,837 -4%
LCP
332
LGT Capital Partners
Switzerland
$284M -$60M -206,193 -17%
VanEck Associates
333
VanEck Associates
New York
$283M +$2.38M +8,167 +0.8%
CIC
334
Chilton Investment Company
Connecticut
$282M -$2.95M -10,152 -1%
MSE
335
MUFG Securities EMEA
United Kingdom
$281M -$293M -1,008,743 -50%
CFB
336
Cullen/Frost Bankers
Texas
$280M -$4.25M -14,592 -1%
EWM
337
Evercore Wealth Management
New York
$279M -$4.28M -14,706 -1%
CCM
338
Cantillon Capital Management
New York
$279M -$5.45M -18,732 -2%
BC
339
Bartlett & Co
Ohio
$277M -$2.77M -9,515 -1%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$277M -$2.77M -9,515 -1%
MNG
341
Manning & Napier Group
New York
$274M -$8.43M -28,964 -3%
MSV
342
MN Services Vermogensbeheer
Netherlands
$274M +$4.86M +16,700 +2%
PAG
343
Private Advisor Group
New Jersey
$269M +$93M +319,483 +50%
II
344
IFM Investors
Australia
$269M +$1.11M +3,798 +0.4%
Marshall Wace
345
Marshall Wace
United Kingdom
$269M -$30M -103,219 -10%
LFG
346
Lazard Frères Gestion
France
$268M +$112K +384 +0%
SI
347
Scharf Investments
California
$267M -$29.9M -102,855 -10%
COPPSERS
348
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$266M -$603K -2,071 -0.2%
CRM
349
Cardano Risk Management
Netherlands
$264M -$14.9M -51,146 -5%
MBI
350
Montrusco Bolton Investments
Quebec, Canada
$263M +$30.3M +104,163 +12%

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.