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Microsoft

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
DC
3701
Defender Capital
North Carolina
$654K +$78.3K +269 +13%
VFG
3702
V2 Financial group
Illinois
$654K -$1.4M -4,800 -67%
QAM
3703
Q3 Asset Management
Michigan
$653K +$669K +2,301 New
HCM
3704
Howard Capital Management
Georgia
$651K -$276K -948 -30%
CP
3705
Camelot Portfolios
Ohio
$650K -$503K -1,730 -43%
BDF
3706
Black Diamond Financial
Maryland
$650K -$32.3K -111 -5%
RWG
3707
Ratio Wealth Group
Colorado
$648K +$33.2K +114 +5%
RFO
3708
RiverGlades Family Offices
Florida
$648K
RIM
3709
Reliant Investment Management
Tennessee
$647K +$90.8K +312 +16%
PWM
3710
Praetorian Wealth Management
California
$646K
MC
3711
McMorgan & Co
California
$644K +$664K +2,283 New
PC
3712
Prairiewood Capital
North Dakota
$643K
AC
3713
AlphaCore Capital
California
$643K +$316K +1,085 +91%
HTC
3714
Hershey Trust Company
Pennsylvania
$641K
IWA
3715
IVC Wealth Advisors
Pennsylvania
$641K +$11.9K +41 +2%
PIA
3716
Powell Investment Advisors
Florida
$640K +$291 +1 +0%
SWAG
3717
Spectrum Wealth Advisory Group
California
$638K -$256K -881 -28%
RRCM
3718
Rappaport Reiches Capital Management
Illinois
$637K -$235K -808 -26%
HCM
3719
Horrell Capital Management
Arkansas
$630K
CFP
3720
Curran Financial Partners
South Carolina
$630K +$55K +189 +9%
HC
3721
Hoese & Co
Minnesota
$629K
PFA
3722
Plotkin Financial Advisors
Maryland
$626K
PWS
3723
Private Wealth Strategies
Ohio
$622K +$61.1K +210 +11%
BFG
3724
Baron Financial Group
New Jersey
$622K -$14.3K -49 -2%
BA
3725
Bellwether Advisors
Nebraska
$619K +$154K +529 +32%

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.