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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
LRPA
976
L. Roy Papp & Associates
Arizona
$40.1M -$693K -2,382 -2%
TTWM
977
TCV Trust & Wealth Management
Virginia
$40M -$477K -1,641 -1%
ACM
978
Anomaly Capital Management
New York
$40M +$8.65M +29,720 +27%
FAIM
979
Financial Advocates Investment Management
Washington
$39.9M -$1.1M -3,765 -3%
DAM
980
Deltec Asset Management
New York
$39.8M -$102K -350 -0.2%
MAP
981
Managed Asset Portfolios
Michigan
$39.8M -$713K -2,451 -2%
MSR
982
Main Street Research
Connecticut
$39.8M +$1.76M +6,051 +4%
IA
983
IndexIQ Advisors
New York
$39.8M +$1.72M +5,927 +4%
WDA
984
Wendell David Associates
New Hampshire
$39.7M -$56.7K -195 -0.1%
VCAM
985
Van Cleef Asset Management
Ohio
$39.6M -$135K -465 -0.3%
GI
986
Gradient Investments
Minnesota
$39.5M +$1.49M +5,138 +4%
Select Equity Group
987
Select Equity Group
New York
$39.3M -$13.8M -47,583 -25%
1CP
988
11 Capital Partners
Connecticut
$39.3M -$553K -1,900 -1%
BONST
989
Bank of Nova Scotia Trust
Ontario, Canada
$39.3M -$1.5M -5,162 -4%
SCI
990
S&CO Inc
Massachusetts
$39.3M +$26.2K +90 +0.1%
VFA
991
Valeo Financial Advisors
Indiana
$39.2M +$2.73M +9,393 +6%
HFM
992
Harvest Fund Management
China
$39.2M -$305K -1,047 -0.7%
DP
993
Dearborn Partners
Illinois
$38.9M -$6.93M -23,813 -15%
HAM
994
HHR Asset Management
New Jersey
$38.7M -$14.8M -50,780 -27%
NCM
995
Novare Capital Management
North Carolina
$38.5M -$3.03M -10,423 -7%
CCMD
996
Cypress Capital Management (Delaware)
Delaware
$38.4M
BAM
997
Bell Asset Management
Australia
$38.1M +$3.78M +12,990 +11%
CIA
998
Choate Investment Advisors
Massachusetts
$38.1M -$2.34M -8,036 -6%
ACM
999
Atika Capital Management
New York
$38.1M +$3.78M +13,000 +11%
BWFA
1000
Baltimore-Washington Financial Advisors
Maryland
$38M +$359K +1,233 +0.9%

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.