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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
GPA
3601
Guidance Point Advisors
Massachusetts
$864K +$291 +1 +0%
CC
3602
Caxton Corporation
New Jersey
$862K -$582 -2 -0.1%
WAOI
3603
Wealth Advisors of Iowa
Iowa
$862K
LFGH
3604
Lee Financial Group Hawaii
Hawaii
$861K +$873 +3 +0.1%
OAM
3605
Oberweis Asset Management
Illinois
$861K +$65.5K +225 +8%
CWM
3606
Cranbrook Wealth Management
Michigan
$861K +$96K +330 +12%
CL
3607
COWA LLC
Oklahoma
$859K -$137K -470 -13%
HGWM
3608
Horst & Graben Wealth Management
Oregon
$856K +$24.1K +83 +3%
LAM
3609
L2 Asset Management
Massachusetts
$854K -$4.28M -14,705 -83%
VPI
3610
Value Partners Investments
Manitoba, Canada
$854K +$125K +429 +16%
SCM
3611
Stordahl Capital Management
Colorado
$853K +$218K +750 +33%
T
3612
TNF
Montana
$849K +$757K +2,601 New
DLHL
3613
Donald L. Hagan LLC
Florida
$847K -$32.6K -112 -4%
CI
3614
CAZ Investments
Texas
$846K -$378K -1,300 -30%
MCM
3615
Mason Capital Management
New York
$846K +$873K +3,000 New
IWA
3616
Inspirion Wealth Advisors
Illinois
$844K +$6.4K +22 +0.7%
OFS
3617
Oldfather Financial Services
Nebraska
$842K +$20.9K +72 +3%
EPWM
3618
Essex Private Wealth Management
Massachusetts
$841K -$9.02K -31 -1%
KFS
3619
Kelly Financial Services
Massachusetts
$837K -$227M -781,211 -100%
MAM
3620
Marquette Asset Management
Minnesota
$827K +$5.53K +19 +0.7%
WF
3621
Whelan Financial
California
$822K +$848K +2,916 New
FFG
3622
Ford Financial Group
California
$820K -$87.3K -300 -9%
WWM
3623
WJ Wealth Management
Arizona
$819K +$72.7K +250 +9%
DWM
3624
Defined Wealth Management
Oregon
$816K +$4.95K +17 +0.6%
WCWM
3625
Willow Creek Wealth Management
California
$814K

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.