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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
BF
451
BOK Financial
Oklahoma
$176M +$181M +622,629 New
CIC
452
Crawford Investment Counsel
Georgia
$173M -$6.28M -21,577 -3%
DLA
453
Douglas Lane & Associates
New York
$173M -$6.02M -20,698 -3%
VMPIC
454
Varma Mutual Pension Insurance Co
Finland
$173M -$10.2M -35,000 -5%
HAM
455
Hyperion Asset Management
Australia
$171M +$46.5M +159,820 +36%
CTB
456
Country Trust Bank
Illinois
$170M -$749K -2,576 -0.4%
MVIP
457
Mar Vista Investment Partners
California
$169M -$8.45M -29,055 -5%
Wealthfront Advisers
458
Wealthfront Advisers
California
$167M +$11.3M +38,950 +7%
TAM
459
Trillium Asset Management
Massachusetts
$166M +$4.85M +16,656 +3%
MSRPS
460
Maryland State Retirement & Pension System
Maryland
$165M +$691K +2,374 +0.4%
WorldQuant Millennium Advisors
461
WorldQuant Millennium Advisors
New York
$165M +$77.7M +266,921 +84%
Voloridge Investment Management
462
Voloridge Investment Management
Florida
$164M -$15.5M -53,176 -8%
PG
463
Pendal Group
Australia
$164M -$47.7M -163,952 -22%
PA
464
Profund Advisors
Maryland
$162M +$15.3M +52,599 +10%
MNBTD
465
Moody National Bank Trust Division
Texas
$162M -$115K -394 -0.1%
SC
466
Saturna Capital
Washington
$162M +$2.33K +8 +0%
CTC (Chicago Trading Company)
467
CTC (Chicago Trading Company)
Illinois
$162M +$167M +573,649 New
WTC
468
WhitTier Trust Company
Nevada
$160M -$1.87M -6,438 -1%
BPCE
469
Bank Pictet & Cie (Europe)
Germany
$159M -$8.02M -27,562 -5%
MRG
470
Milestone Resources Group
British Virgin Islands
$158M +$108K +372 +0.1%
Pacer Advisors
471
Pacer Advisors
Pennsylvania
$157M +$43.9K +151 +0%
MHC
472
Meyer Handelman Company
New York
$156M -$3.23M -11,100 -2%
CIM
473
Confluence Investment Management
Missouri
$156M -$7.6M -26,122 -5%
NP
474
NS Partners
United Kingdom
$156M +$1.75K +6 +0%
DCM
475
Dorsal Capital Management
California
$155M -$43.6M -150,000 -21%

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.