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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
WT
676
Washington Trust
Rhode Island
$79M -$642K -2,205 -0.8%
TBA
677
Tower Bridge Advisors
Pennsylvania
$78.7M +$252K +865 +0.3%
BRWA
678
B. Riley Wealth Advisors
Florida
$78.6M +$2.92M +10,019 +4%
LF
679
Lannebo Fonder
Sweden
$78.4M -$6.4M -22,000 -7%
RMA
680
Roffman Miller Associates
Pennsylvania
$78M -$119M -409,187 -60%
GJIC
681
Gamble Jones Investment Counsel
California
$77.9M -$1.21M -4,149 -1%
EWA
682
Exencial Wealth Advisors
Oklahoma
$77.8M +$7.5M +25,764 +10%
ISL
683
Ingalls & Snyder LLC
New York
$77.6M -$2.13M -7,310 -3%
UAM
684
UAS Asset Management
New York
$77.5M -$653K -2,245 -0.8%
MPM
685
Meritage Portfolio Management
Kansas
$77.3M -$114K -392 -0.1%
CCM
686
Chilton Capital Management
Texas
$77.1M -$598K -2,057 -0.7%
AIP
687
Ameritas Investment Partners
Nebraska
$76.9M -$782K -2,688 -1%
SWM
688
Spire Wealth Management
Virginia
$76.7M +$2.73M +9,379 +4%
HFS
689
Hantz Financial Services
Michigan
$76.7M -$13.7M -47,175 -15%
AP
690
Advisor Partners
California
$76.5M -$440K -1,514 -0.6%
ZCM
691
Ziegler Capital Management
Illinois
$76.4M +$4.95M +17,015 +7%
ONB
692
Old National Bancorp
Indiana
$75.1M -$912K -3,135 -1%
CDH
693
Charles D. Hyman
$75.1M -$216K -742 -0.3%
SL
694
Summitry LLC
California
$75M -$229K -787 -0.3%
KFC
695
Klingenstein Fields & Co
New York
$74.1M -$668K -2,295 -0.9%
CCM
696
Candlestick Capital Management
Connecticut
$73.6M +$76M +261,190 New
OWP
697
Obermeyer Wealth Partners
Colorado
$73.4M +$298K +1,024 +0.4%
QC
698
Quadrature Capital
United Kingdom
$73.3M +$38.9M +133,643 +106%
GW
699
GW & Wade
Massachusetts
$72.8M +$10.6M +36,355 +16%
NC
700
NZS Capital
Colorado
$72.8M -$9.04M -31,081 -11%

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.