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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
FT
376
Fiduciary Trust
Massachusetts
$230M -$5.65M -19,436 -2%
TF
377
TIAA FSB
Florida
$229M -$1.51M -5,174 -0.6%
CIM
378
CCLA Investment Management
United Kingdom
$229M +$19.6M +67,399 +9%
CLOS
379
Compagnie Lombard Odier SCmA
Switzerland
$227M -$4.92M -16,906 -2%
AP
380
Antipodes Partners
Australia
$226M -$23.7M -81,553 -9%
AssetMark Inc
381
AssetMark Inc
California
$226M +$5.02M +17,241 +2%
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$225M -$3.75M -12,887 -2%
WJWM
383
Williams Jones Wealth Management
New York
$225M -$666K -2,290 -0.3%
RP
384
Riverbridge Partners
Minnesota
$224M +$1.6M +5,500 +0.7%
RE
385
RBC Europe
United Kingdom
$223M +$14.8M +50,802 +7%
CCP
386
Cryder Capital Partners
United Kingdom
$223M +$1.3M +4,467 +0.6%
Daiwa Securities Group
387
Daiwa Securities Group
Japan
$222M +$38M +130,645 +22%
MA
388
MUFG Americas
New York
$222M -$120K -413 -0.1%
WT
389
Whittier Trust
California
$221M -$1.63M -5,612 -0.7%
IFLIT
390
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$221M -$291K -1,000 -0.1%
PCA
391
Personal Capital Advisors
California
$220M +$3.27M +11,233 +1%
SW
392
SVB Wealth
Massachusetts
$220M -$1.24M -4,262 -0.5%
DFO
393
Duquesne Family Office
New York
$219M -$212M -730,327 -48%
CWP
394
Capital Wealth Planning
Florida
$219M +$7M +24,069 +3%
BTCPP
395
Border to Coast Pensions Partnership
United Kingdom
$219M -$16M -55,000 -8%
KCM
396
Kornitzer Capital Management
Kansas
$218M -$1.01M -3,461 -0.4%
AAM
397
Advisors Asset Management
Colorado
$217M -$27.8M -95,536 -11%
CI
398
Clal Insurance
Israel
$215M
SFFS
399
Stonehage Fleming Financial Services
Jersey
$213M -$439K -1,509 -0.2%
HPC
400
HM Payson & Co
Maine
$213M +$38.4K +132 +0%

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.