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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
SP
401
Stockbridge Partners
Massachusetts
$213M -$28.4M -97,522 -11%
GF
402
Gabelli Funds
New York
$212M -$189K -649 -0.1%
NB
403
Norinchukin Bank
Japan
$212M +$11.6M +40,033 +6%
SBH
404
Segall Bryant & Hamill
Illinois
$212M -$1.78M -6,125 -0.8%
MIS
405
Morningstar Investment Services
Illinois
$212M +$3.86M +13,271 +2%
BFS
406
Bradley Foster & Sargent
Connecticut
$210M -$5.11M -17,566 -2%
FI
407
Focused Investors
California
$209M -$8.52M -29,300 -4%
HIMCH
408
Hartford Investment Management Co (HIMCO)
Connecticut
$209M -$26.6M -91,335 -11%
MIFH
409
Migdal Insurance & Financial Holdings
Israel
$206M -$10.9M -37,569 -5%
MML Investors Services
410
MML Investors Services
Massachusetts
$206M +$8.08M +27,767 +4%
MP
411
Munro Partners
Australia
$206M -$23.3M -80,135 -10%
MCM
412
Marsico Capital Management
Colorado
$206M -$95.1M -326,823 -31%
OC
413
Oppenheimer & Co
New York
$205M -$17.6M -60,551 -8%
LSERS
414
Louisiana State Employees Retirement System
Louisiana
$204M -$698K -2,400 -0.3%
Point72 Asset Management
415
Point72 Asset Management
Connecticut
$204M +$104M +358,525 +98%
GCM
416
Gladstone Capital Management
United Kingdom
$203M -$8.25M -28,365 -4%
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$203M +$10.5M +35,925 +5%
CBUSF
418
Construction & Building Unions Superannuation Fund
Australia
$203M +$27.2M +93,513 +15%
JC
419
Joho Capital
New York
$202M -$7.48M -25,700 -3%
MCM
420
MAI Capital Management
Ohio
$202M -$275K -946 -0.1%
AIMCA
421
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$202M -$118M -407,177 -36%
OAM
422
Oppenheimer Asset Management
New York
$201M -$24.2M -83,173 -10%
DWA
423
Douglass Winthrop Advisors
New York
$201M +$8.1M +27,848 +4%
CAM
424
ClariVest Asset Management
California
$200M -$4.94M -16,963 -2%
MIM
425
Meridiem Investment Management
United Kingdom
$199M -$16.1M -55,274 -7%

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.