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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
WPC
751
Waters Parkerson & Co
Louisiana
$64.8M -$1.15M -3,966 -2%
SFG
752
Sather Financial Group
Texas
$64.8M +$1.28M +4,413 +2%
HVM
753
Harvest Volatility Management
Connecticut
$64.3M +$24.9M +85,696 +60%
CA
754
Cetera Advisors
Colorado
$64.1M +$11.2M +38,418 +20%
Credit Agricole
755
Credit Agricole
France
$64M -$28.6M -98,259 -30%
DIA
756
Davidson Investment Advisors
Montana
$63.9M +$905K +3,111 +1%
AAM
757
Ardevora Asset Management
United Kingdom
$63.9M -$4.98M -17,100 -7%
AAIM
758
Asset Advisors Investment Management
Georgia
$63.9M -$467K -1,606 -0.7%
SYBT
759
Stock Yards Bank & Trust
Kentucky
$63.9M +$44.2K +152 +0.1%
KCM
760
Kanawha Capital Management
Virginia
$63.8M -$372K -1,280 -0.6%
LWCA
761
Locust Wood Capital Advisers
New York
$63.6M +$976K +3,353 +2%
ECM
762
Estabrook Capital Management
New York
$63.4M -$3.47M -11,920 -5%
MC
763
Moors & Cabot
Massachusetts
$63.3M +$1.74M +5,967 +3%
NPA
764
Nichols & Pratt Advisers
Massachusetts
$63.3M -$1.62M -5,565 -2%
CWM
765
Calamos Wealth Management
Illinois
$63.2M -$772K -2,653 -1%
FHA
766
First Horizon Advisors
Tennessee
$63.1M +$30.9M +106,298 +90%
AG
767
AIA Group
Hong Kong
$62.7M +$12.9M +44,291 +25%
CPC
768
Cookson Peirce & Co
Pennsylvania
$62.4M +$939K +3,228 +1%
SFI
769
Siemens Fonds Invest
Germany
$62.3M +$2.61M +8,955 +4%
MWM
770
Merriman Wealth Management
Washington
$62.3M +$604K +2,077 +0.9%
SPC
771
Sigma Planning Corp
Michigan
$61.7M +$446K +1,533 +0.7%
CCM
772
Compass Capital Management
Minnesota
$61.7M -$2.58M -8,859 -4%
NW
773
NewEdge Wealth
Pennsylvania
$61.3M +$2.96M +10,180 +5%
PTC
774
Philadelphia Trust Company
Pennsylvania
$61.3M -$2.55M -8,757 -4%
LNWWM
775
Laird Norton Wetherby Wealth Management
California
$61.2M +$159K +548 +0.3%

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.