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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
SFM
3501
Systematic Financial Management
New Jersey
$1.1M
HA
3502
HYA Advisors
Missouri
$1.1M +$291 +1 +0%
ACA
3503
Ackerman Capital Advisors
Texas
$1.1M +$72.2K +248 +7%
AWM
3504
Act Wealth Management
Texas
$1.1M
GWM
3505
Greenhouse Wealth Management
Connecticut
$1.1M -$8.15K -28 -0.7%
NCG
3506
Newport Capital Group
New Jersey
$1.1M
UONDDL
3507
University of Notre Dame du Lac
Indiana
$1.1M -$1.4M -4,823 -55%
SCS
3508
Syquant Capital SAS
France
$1.1M -$87.3K -300 -7%
CCM
3509
Colorado Capital Management
Colorado
$1.09M +$67.8K +233 +6%
SPI
3510
Santori & Peters Inc
Pennsylvania
$1.09M +$291 +1 +0%
HR
3511
Hayden Royal
North Carolina
$1.09M -$3.15M -10,820 -74%
AAP
3512
Arax Advisory Partners
Colorado
$1.09M -$18.6K -64 -2%
FAN
3513
Financial Advisors Network
California
$1.09M +$71.3K +245 +8%
CWA
3514
Capital Wealth Alliance
Arizona
$1.08M -$18.9K -65 -2%
TC
3515
Trilogy Capital
California
$1.08M +$2.04K +7 +0.2%
PEA
3516
Pacific Edge Advisors
California
$1.08M
CCA
3517
Conestoga Capital Advisors
Pennsylvania
$1.08M
BG
3518
Benedetti & Gucer
Georgia
$1.08M +$141K +483 +14%
BSG
3519
Black Swift Group
Colorado
$1.08M -$509K -1,748 -31%
MGIM
3520
M&G Investment Management
United Kingdom
$1.07M +$25.7M +88,474 +2%
CFO
3521
CVA Family Office
Colorado
$1.07M -$3.18M -10,924 -68%
PWM
3522
Paulson Wealth Management
Illinois
$1.06M +$23.6K +81 +2%
WAM
3523
Winslow Asset Management
Ohio
$1.06M
IMA
3524
Investment Management Associates
Colorado
$1.06M
RG
3525
Retirement Group
California
$1.06M +$5.24K +18 +0.5%

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.