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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
IFG
1226
Independent Financial Group
California
$26.5M +$1.14M +3,919 +4%
GIP
1227
Greatmark Investment Partners
Georgia
$26.5M -$1.19M -4,100 -4%
MOS
1228
MGO One Seven
Ohio
$26.5M -$178K -612 -0.8%
RPC
1229
Rossmore Private Capital
Connecticut
$26.5M -$127K -435 -0.5%
SCM
1230
Schnieders Capital Management
California
$26.3M +$265K +911 +1%
BHB
1231
Bank Hapoalim BM
Israel
$26.2M +$768K +2,641 +3%
OPCM
1232
Osborne Partners Capital Management
California
$26.2M +$675K +2,321 +3%
MAM
1233
Madison Asset Management
Wisconsin
$26.2M -$2.69M -9,262 -9%
TCM
1234
Thames Capital Management
New Jersey
$26.2M -$16.9K -58 -0.1%
SC
1235
Savant Capital
Illinois
$26.2M +$545K +1,874 +2%
FSA
1236
Fort Sheridan Advisors
Illinois
$26.2M +$818K +2,811 +3%
MIM
1237
Marco Investment Management
Georgia
$26.1M -$310K -1,067 -1%
CP
1238
Columbus Point
United Kingdom
$26.1M -$4.03M -13,835 -13%
DSAM
1239
Dock Street Asset Management
Florida
$26.1M -$1.64M -5,637 -6%
BPM
1240
Bowling Portfolio Management
Ohio
$26M -$158K -544 -0.6%
CC
1241
Cadinha & Co
Hawaii
$26M +$1.04M +3,566 +4%
AC
1242
Armistice Capital
New York
$25.9M -$1.16M -4,000 -4%
EWM
1243
Edge Wealth Management
New York
$25.9M +$1.07M +3,662 +4%
CHCM
1244
Columbus Hill Capital Management
New Jersey
$25.8M
SWM
1245
SeaCrest Wealth Management
New York
$25.8M -$101K -346 -0.4%
GCAC
1246
Guardian Capital Advisors (Canada)
Ontario, Canada
$25.8M -$280K -963 -1%
KFS
1247
Kurt F. Somerville
$25.8M -$836K -2,872 -3%
DJSG
1248
D.J. St. Germain
Massachusetts
$25.7M -$466K -1,602 -2%
SCA
1249
Stonebridge Capital Advisors
Minnesota
$25.7M -$25.7M -88,216 -49%
FHB
1250
First Hawaiian Bank
Hawaii
$25.7M +$93.4K +321 +0.4%

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.