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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
HA
3726
HC Advisors
Georgia
$618K +$2.62K +9 +0.4%
SFP
3727
Sterling Financial Planning
New Jersey
$616K +$160K +551 +34%
ST
3728
Sageworth Trust
Pennsylvania
$612K -$116K -400 -16%
BSWM
3729
Boston Standard Wealth Management
Massachusetts
$608K -$2.62K -9 -0.4%
RC
3730
Rovin Capital
Arizona
$607K +$65.5K +225 +12%
MWM
3731
MBE Wealth Management
Wisconsin
$605K +$12.2K +42 +2%
LGWM
3732
Litman Gregory Wealth Management
California
$604K +$355K +1,220 +132%
BWP
3733
Bernardo Wealth Planning
Pennsylvania
$603K +$15.7K +54 +3%
MFA
3734
McClarren Financial Advisors
Pennsylvania
$603K +$41K +141 +7%
FRM
3735
Fox Run Management
Connecticut
$601K +$620K +2,131 New
PD
3736
Planning Directions
Pennsylvania
$600K +$12.5K +43 +2%
RPSA
3737
Richard P. Slaughter Associates
Texas
$598K -$41.3K -142 -6%
AFIA
3738
America First Investment Advisors
Nebraska
$597K
TPW
3739
Tiller Private Wealth
Pennsylvania
$597K +$15.7K +54 +3%
DWMG
3740
DB Wealth Management Group
California
$596K
NI
3741
NFC Investments
Tennessee
$596K
NEPPG
3742
New England Professional Planning Group
Rhode Island
$595K -$94.8K -326 -15%
HWM
3743
Holloway Wealth Management
Florida
$593K
WRM
3744
Weybosset Research & Management
Rhode Island
$592K +$21.8K +75 +4%
CFC
3745
Coyle Financial Counsel
Illinois
$592K +$233K +800 +62%
ICM
3746
Infini Capital Management
Hong Kong
$592K +$611K +2,100 New
IMF
3747
Infini Master Fund
Hong Kong
$592K +$611K +2,100 New
PFC
3748
Poplar Forest Capital
California
$579K
MUMSS
3749
Mitsubishi UFJ Morgan Stanley Securities
Japan
$578K +$224K +770 +60%
OEP
3750
Ocean Endowment Partners
Illinois
$574K

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.