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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
Principal Financial Group
51
Principal Financial Group
Iowa
$4.27B +$40.1M +137,945 +0.9%
Allianz Asset Management
52
Allianz Asset Management
Germany
$4.06B +$142M +487,999 +4%
PI
53
Putnam Investments
Massachusetts
$4.05B -$60.4M -207,755 -1%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$3.8B -$545M -1,872,729 -12%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.73B -$202M -695,130 -5%
Tiger Global Management
56
Tiger Global Management
New York
$3.7B
DZ Bank
57
DZ Bank
Germany
$3.45B +$551M +1,894,341 +18%
Dodge & Cox
58
Dodge & Cox
California
$3.42B -$140M -480,885 -4%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$3.41B -$89.3M -307,025 -2%
Fundsmith LLP
60
Fundsmith LLP
United Kingdom
$3.39B -$191K -655 -0%
Macquarie Group
61
Macquarie Group
Australia
$3.38B -$54.6M -187,683 -2%
Prudential Financial
62
Prudential Financial
New Jersey
$3.31B -$160M -548,346 -4%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$3.29B -$80M -274,966 -2%
SG Americas Securities
64
SG Americas Securities
New York
$3.25B +$3.19B +10,950,064 +1,921%
Brown Advisory
65
Brown Advisory
Maryland
$3.19B -$12.6M -43,271 -0.4%
State Farm Mutual Automobile Insurance
66
State Farm Mutual Automobile Insurance
Illinois
$3.19B -$409M -1,405,990 -11%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$3.18B -$7.62M -26,203 -0.2%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$3.15B -$80.6M -277,120 -2%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$3.14B -$31.1M -106,738 -1%
Lazard Asset Management
70
Lazard Asset Management
New York
$3.13B -$370M -1,272,949 -10%
EVM
71
Eaton Vance Management
Massachusetts
$2.95B +$3.69M +12,680 +0.1%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.93B -$149M -511,452 -5%
RJA
73
Raymond James & Associates
Florida
$2.91B +$9.81M +33,707 +0.3%
Eagle Capital Management (New York)
74
Eagle Capital Management (New York)
New York
$2.88B -$112M -385,905 -4%
Polen Capital Management
75
Polen Capital Management
Florida
$2.83B -$1.74B -5,995,611 -37%

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.