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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
FA
576
FDx Advisors
Illinois
$106M -$38M -130,741 -26%
SIA
577
Sit Investment Associates
Minnesota
$106M -$3.08M -10,580 -3%
BHIA
578
Birch Hill Investment Advisors
Massachusetts
$105M -$2.22M -7,614 -2%
Alyeska Investment Group
579
Alyeska Investment Group
Illinois
$105M +$79.5M +273,218 +272%
CAI
580
Capital Advisors Inc
Oklahoma
$105M +$4.4M +15,136 +4%
CI
581
Capital International
California
$105M +$45.4K +156 +0%
KIA
582
KCM Investment Advisors
California
$105M -$407K -1,399 -0.4%
CCM
583
Cullen Capital Management
New York
$104M -$1.68M -5,769 -2%
IMCOOI
584
Investment Management Corp of Ontario (IMCO)
Canada
$104M +$29.1M +100,000 +37%
NMIMC
585
Northwestern Mutual Investment Management Company
Wisconsin
$104M +$7.41M +25,452 +7%
AI
586
Atria Investments
North Carolina
$103M +$5.44M +18,683 +5%
PRO
587
Pensioenfonds Rail & OV
Netherlands
$102M +$61.1M +210,000 +138%
CL
588
CPWM LLC
Washington
$100M +$1.63M +5,602 +2%
RMDI
589
R.M. Davis Inc
Maine
$100M -$1.44M -4,964 -1%
NEI
590
Northwest & Ethical Investments
Ontario, Canada
$99.9M +$21.2M +72,856 +26%
SIC
591
Schwartz Investment Counsel
Michigan
$99.3M -$87.3K -300 -0.1%
PFPT
592
Pinnacle Financial Partners (Tennessee)
Tennessee
$99.2M +$26.5M +91,174 +35%
VDI
593
Vaughan David Investments
Illinois
$98.8M -$4.36M -14,996 -4%
HAM
594
Honeycomb Asset Management
New York
$98.7M +$43.6M +150,000 +75%
AAM
595
AMI Asset Management
California
$98.7M -$4.19M -14,405 -4%
AIA
596
Avalon Investment & Advisory
Texas
$98.1M -$445K -1,528 -0.4%
JCM
597
Junto Capital Management
New York
$97.9M +$55.4M +190,487 +121%
PP
598
Palladium Partners
Virginia
$97.2M -$297K -1,022 -0.3%
CF
599
Cypress Funds
California
$97.2M
BA
600
Bristlecone Advisors
Washington
$97.1M +$1.23M +4,217 +1%

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.