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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
KAS
426
Kestra Advisory Services
Texas
$198M +$27.7M +95,047 +16%
JIC
427
Johnson Investment Counsel
Ohio
$197M +$4.63M +15,900 +2%
CCM
428
Coldstream Capital Management
Washington
$194M +$71.1M +244,509 +36%
DADC
429
D.A. Davidson & Co
Montana
$194M -$888K -3,052 -0.4%
CAM
430
Congress Asset Management
Massachusetts
$193M +$11.6M +39,918 +6%
PC
431
PointState Capital
New York
$193M -$159M -544,907 -44%
WI
432
Wafra Inc
New York
$193M +$539K +1,852 +0.3%
AIM
433
Achmea Investment Management
Netherlands
$191M -$2.19M -7,511 -1%
FCI
434
Financial Counselors Inc
Kansas
$191M +$2.17M +7,448 +1%
HA
435
Homestead Advisers
Virginia
$190M -$25.5M -87,500 -11%
CC
436
Cannell & Co
New York
$190M -$3.71M -12,742 -2%
ADEF
437
Adams Diversified Equity Fund
Maryland
$189M
AIM
438
Alphinity Investment Management
Australia
$188M +$3.24M +11,136 +2%
TAM
439
Tocqueville Asset Management
New York
$187M -$5.47M -18,812 -3%
SMDAM
440
Sumitomo Mitsui DS Asset Management
Japan
$186M +$6.25M +21,466 +3%
EAM
441
Erste Asset Management
Austria
$185M +$7.83M +26,906 +4%
SAM
442
Securian Asset Management
Minnesota
$184M -$2.48M -8,508 -1%
MIP
443
Mondrian Investment Partners
United Kingdom
$183M +$1.43M +4,917 +0.8%
BJL
444
Brighton Jones LLC
Washington
$182M +$347K +1,191 +0.2%
CAG
445
Crestwood Advisors Group
Massachusetts
$181M -$4.05M -13,909 -2%
WHG
446
Westwood Holdings Group
Texas
$181M +$14.2M +48,850 +8%
AII
447
AGF Investments Inc
Ontario, Canada
$180M -$2.55M -8,764 -1%
NC
448
Nicholas Company
Wisconsin
$179M -$14.5K -50 -0%
SC
449
Sculptor Capital
New York
$178M -$88.2M -303,309 -32%
Balyasny Asset Management
450
Balyasny Asset Management
Illinois
$177M +$19.4M +66,706 +12%

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.