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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
FWSM
3526
First Wilshire Securities Management
California
$1.06M
PFM
3527
Probabilities Fund Management
New York
$1.05M
PWC
3528
PYA Waltman Capital
Tennessee
$1.05M +$452K +1,555 +72%
RDFA
3529
Ritter Daniher Financial Advisory
Ohio
$1.04M +$2.91K +10 +0.3%
MWP
3530
Meridian Wealth Partners
Pennsylvania
$1.04M -$160K -549 -13%
RA
3531
Resolute Advisors
California
$1.04M +$486K +1,671 +82%
AAM
3532
Alken Asset Management
United Kingdom
$1.04M +$1.08M +3,700 New
TW
3533
Towerpoint Wealth
California
$1.04M -$44.2K -152 -4%
FPWM
3534
FSB Premier Wealth Management
Iowa
$1.04M -$69.2K -238 -6%
PPWP
3535
Proquility Private Wealth Partners
Nevada
$1.04M +$20.4K +70 +2%
GC
3536
Gruss & Co
Florida
$1.04M -$602K -2,070 -36%
PMG
3537
Private Management Group
California
$1.04M +$32.9K +113 +3%
GRQ
3538
Gardner Russo & Quinn
Pennsylvania
$1.03M +$15.7K +54 +1%
TWM
3539
Trinity Wealth Management
Pennsylvania
$1.03M +$4.95K +17 +0.5%
FC
3540
Financial Council
Maryland
$1.03M +$1.06M +3,651 New
EL
3541
EMFO LLC
Florida
$1.03M +$582 +2 +0.1%
PCH
3542
Polar Capital Holdings
United Kingdom
$1.03M +$71.7M +246,357 +7%
BBA
3543
Braun-Bostich & Associates
Pennsylvania
$1.02M
CWA
3544
Clarus Wealth Advisors
Arizona
$1.02M -$873 -3 -0.1%
HPCM
3545
Hunter Perkins Capital Management
Illinois
$1.01M
GC
3546
Giverny Capital
Quebec, Canada
$1.01M
SHWM
3547
Silicon Hills Wealth Management
Texas
$1.01M -$6.69K -23 -0.6%
MWC
3548
MBM Wealth Consultants
Missouri
$1M -$4.36K -15 -0.4%
RTL
3549
Red Tortoise LLC
Georgia
$1M +$1.25M +4,313 New
HWM
3550
Howard Wealth Management
Connecticut
$999K +$2.04K +7 +0.2%

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.