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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
TC
1026
Telemus Capital
Michigan
$36.2M -$3.39M -11,660 -8%
FCMC
1027
Founders Capital Management (Connecticut)
Connecticut
$36.2M -$256K -879 -0.7%
EWM
1028
Empirical Wealth Management
Washington
$36.2M +$2.36M +8,107 +7%
PP
1029
Prudential plc
United Kingdom
$36.2M -$145M -499,100 -80%
VIMU
1030
Veritas Investment Management (UK)
United Kingdom
$36.1M -$5.77M -19,828 -13%
AAM
1031
AO Asset Management
New York
$36.1M -$6.02M -20,700 -14%
TCOT
1032
Trust Company of Toledo
Ohio
$36M +$211K +724 +0.6%
EFM
1033
E Fund Management
China
$35.9M +$37.1M +127,351 New
RWA
1034
Ropes Wealth Advisors
Massachusetts
$35.9M -$2.19M -7,533 -6%
SAM
1035
Sabadell Asset Management
Spain
$35.8M -$1.27M -4,380 -3%
FM
1036
Freemont Management
Switzerland
$35.8M +$204K +700 +0.6%
CCP
1037
Clarkston Capital Partners
Michigan
$35.8M -$1.52M -5,228 -4%
MME
1038
Meag Munich Ergo
Germany
$35.7M -$62.8M -215,692 -63%
TCM
1039
Tufton Capital Management
Maryland
$35.5M -$1.92M -6,616 -5%
AUB
1040
Atlantic Union Bankshares
Virginia
$35.5M +$296K +1,017 +0.8%
LA
1041
Lynch & Associates
Indiana
$35.4M -$674K -2,316 -2%
PCM
1042
Palisade Capital Management
New Jersey
$35.4M -$113K -389 -0.3%
BAAM
1043
Baker Avenue Asset Management
California
$35.4M +$429K +1,475 +1%
SFS
1044
Sowell Financial Services
Arkansas
$35.3M -$5.56M -19,121 -13%
DBG
1045
De Burlo Group
Massachusetts
$35.3M +$23.9K +82 +0.1%
CC
1046
Chicago Capital
Illinois
$35.3M -$1.51M -5,191 -4%
NIM
1047
Nexus Investment Management
Ontario, Canada
$35.3M -$573K -1,968 -2%
DWM
1048
Dakota Wealth Management
Florida
$35.2M +$960K +3,299 +3%
RFA
1049
Reilly Financial Advisors
California
$35.2M +$193K +662 +0.5%
1WA
1050
180 Wealth Advisors
Washington
$35.1M -$82K -282 -0.2%

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.