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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
WP
1126
WMS Partners
Maryland
$31.3M -$508K -1,747 -2%
PAM
1127
Private Asset Management
California
$31.2M +$387K +1,331 +1%
FA
1128
Fagan Associates
New York
$31.2M -$201K -692 -0.6%
BRWM
1129
B. Riley Wealth Management
Tennessee
$31.1M +$19.3M +66,346 +151%
RCM
1130
Ratan Capital Management
Florida
$31.1M -$8.6M -29,542 -21%
HR
1131
Howe & Rusling
New York
$31M +$419K +1,440 +1%
MYLI
1132
Meiji Yasuda Life Insurance
Japan
$31M -$326K -1,119 -1%
HB
1133
Homrich & Berg
Georgia
$30.8M +$1.65M +5,680 +5%
WC
1134
Whitney & Co
New York
$30.7M +$132K +453 +0.4%
DDC
1135
DF Dent & Co
Maryland
$30.7M -$699K -2,401 -2%
PI
1136
PFS Investments
Georgia
$30.6M +$2.19M +7,517 +9%
LG
1137
LaFleur & Godfrey
Michigan
$30.6M +$2.8M +9,639 +10%
SCP
1138
Seizert Capital Partners
Michigan
$30.3M -$6.42M -22,079 -17%
SB
1139
Simmons Bank
Arkansas
$30.2M -$203K -699 -0.6%
KJWM
1140
Kiley Juergens Wealth Management
Washington
$30.2M +$1.81M +6,225 +6%
FCIM
1141
Fairview Capital Investment Management
California
$30.2M +$912K +3,136 +3%
MCM
1142
Mengis Capital Management
Oregon
$30.2M -$567K -1,949 -2%
AP
1143
Archon Partners
New Jersey
$30.2M
PTC
1144
Private Trust Company
Ohio
$30.1M +$1.59M +5,478 +5%
RA
1145
RiverPark Advisors
New York
$30.1M -$40.7K -140 -0.1%
TF
1146
Tompkins Financial
New York
$30.1M +$31.1M +106,723 New
KFP
1147
KMG Fiduciary Partners
Ohio
$30.1M +$1.28M +4,383 +4%
JC
1148
Jacobs & Co
California
$29.9M -$253K -869 -0.8%
SGA
1149
Strategic Global Advisors
California
$29.9M +$7.23M +24,840 +31%
CIM
1150
Coastal Investment Management
California
$29.9M

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.