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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
Aristotle Capital Management
101
Aristotle Capital Management
California
$2.14B -$20.4M -70,193 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.07B -$88.1M -302,692 -4%
Fiera Capital (Canada)
103
Fiera Capital (Canada)
Quebec, Canada
$2.04B +$32.5M +111,741 +2%
Stifel Financial
104
Stifel Financial
Missouri
$2.02B +$12.1M +41,517 +0.6%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$2B +$57.1M +196,285 +3%
Canada Life
106
Canada Life
Manitoba, Canada
$1.99B -$48.9M -167,999 -2%
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$1.99B -$70.8M -243,216 -3%
Baillie Gifford & Co
108
Baillie Gifford & Co
United Kingdom
$1.95B -$26.1M -89,639 -1%
ProShare Advisors
109
ProShare Advisors
Maryland
$1.94B +$159M +547,287 +9%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$1.9B +$10.8M +37,024 +0.6%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$1.88B +$75.8M +260,638 +4%
SCP
112
Soroban Capital Partners
New York
$1.85B -$58.2M -200,000 -3%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$1.81B +$160M +550,297 +9%
APG Asset Management
114
APG Asset Management
Netherlands
$1.77B -$216M -741,781 -9%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$1.75B +$43.1M +148,289 +2%
AQR Capital Management
116
AQR Capital Management
Connecticut
$1.71B -$100M -345,395 -5%
Victory Capital Management
117
Victory Capital Management
Texas
$1.71B -$14.4M -49,559 -0.8%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$1.71B -$134M -459,730 -7%
DekaBank Deutsche Girozentrale
119
DekaBank Deutsche Girozentrale
Germany
$1.68B +$37.7M +129,473 +2%
GQG Partners
120
GQG Partners
Florida
$1.68B -$30.7M -105,585 -2%
US Bancorp
121
US Bancorp
Minnesota
$1.67B -$29.5M -101,302 -2%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$1.62B -$54.1M -185,999 -3%
SGM
123
Skye Global Management
Florida
$1.58B -$186M -638,000 -10%
Flossbach Von Storch
124
Flossbach Von Storch
Germany
$1.58B -$25.8M -88,605 -2%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$1.56B -$82.1M -282,176 -5%

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.