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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
NHC
926
Nicholas Hoffman & Company
Georgia
$44M -$346K -1,189 -0.8%
LBC
927
Lowe Brockenbrough & Co
Virginia
$44M -$1.9M -6,519 -4%
GI
928
GAMCO Investors
Connecticut
$44M +$500K +1,720 +1%
MA
929
Mutual Advisors
Nebraska
$43.8M +$1.18M +4,042 +3%
MA
930
Montag & Associates
Georgia
$43.7M -$1.45M -4,977 -3%
CA
931
CapWealth Advisors
Tennessee
$43.6M -$1.57M -5,398 -3%
CG
932
Caprock Group
Idaho
$43.6M +$2.11M +7,267 +5%
PCM
933
Penserra Capital Management
California
$43.2M +$7.29M +25,065 +20%
MIA
934
MainStreet Investment Advisors
Illinois
$43.2M -$2.36M -8,128 -5%
QOP
935
Quinn Opportunity Partners
Virginia
$43.2M +$3.08M +10,600 +7%
AHC
936
Adell Harriman & Carpenter
Texas
$43.2M -$687K -2,362 -2%
LNB
937
Ledyard National Bank
$43.1M -$879K -3,020 -2%
TP
938
TenCore Partners
New York
$42.9M -$1.8M -6,200 -4%
NSAM
939
North Star Asset Management
Wisconsin
$42.9M -$89.3K -307 -0.2%
SCA
940
Snowden Capital Advisors
New York
$42.8M +$1.6M +5,501 +4%
IWC
941
Integrated Wealth Concepts
Massachusetts
$42.8M +$7.37M +25,325 +20%
GC
942
Grimes & Company
Massachusetts
$42.7M +$106K +365 +0.2%
VCM
943
Vigilant Capital Management
Maine
$42.7M -$337K -1,157 -0.8%
WAM
944
Wilsey Asset Management
California
$42.7M -$6.4K -22 -0%
BFO
945
Boston Family Office
Massachusetts
$42.7M +$736K +2,531 +2%
PCA
946
Pallas Capital Advisors
Massachusetts
$42.6M +$13.2M +45,200 +55%
AHB
947
Abner Herrman & Brock
New Jersey
$42.6M -$1.92M -6,590 -4%
BSW
948
Buckingham Strategic Wealth
Missouri
$42.5M +$2.94M +10,089 +7%
WAM
949
World Asset Management
Michigan
$42.5M -$4.04M -13,878 -8%
BPM
950
Blue Pool Management
Hong Kong
$42.4M

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.