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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
CAM
1326
Covenant Asset Management
New Jersey
$23.5M -$167K -573 -0.7%
KWMG
1327
King Wealth Management Group
Florida
$23.5M -$141K -484 -0.6%
RSVP
1328
Ramsay Stattman Vela & Price
Colorado
$23.4M -$200K -687 -0.8%
TSAM
1329
Trinity Street Asset Management
United Kingdom
$23.4M -$59.9K -206 -0.2%
RCM
1330
Rings Capital Management
Illinois
$23.4M
CC
1331
Courier Capital
New York
$23.4M -$351K -1,208 -1%
VLKIM
1332
Van Lanschot Kempen Investment Management
Netherlands
$23.3M +$794K +2,730 +3%
IB
1333
Intrust Bank
Kansas
$23.2M +$1.2M +4,108 +5%
WB
1334
Webster Bank
Connecticut
$23.1M -$682K -2,344 -3%
MFWM
1335
Motley Fool Wealth Management
Virginia
$23.1M +$104K +356 +0.4%
WIS
1336
Wright Investors Service
Connecticut
$23.1M +$223K +766 +0.9%
CPM
1337
Crescent Park Management
California
$23M +$1.96M +6,748 +9%
TIM
1338
Thompson Investment Management
Wisconsin
$22.9M -$546K -1,875 -2%
M
1339
MOTCO
Texas
$22.9M -$300K -1,031 -1%
MAFM
1340
Mid Atlantic Financial Management
Pennsylvania
$22.9M +$103K +354 +0.4%
TNA
1341
True North Advisors
Texas
$22.9M +$548K +1,884 +2%
AWM
1342
Altium Wealth Management
New York
$22.8M +$391K +1,344 +2%
CCG
1343
Cypress Capital Group
Florida
$22.7M -$102K -351 -0.4%
HBT
1344
Hills Bank & Trust
Iowa
$22.7M +$382K +1,312 +2%
EFS
1345
Essex Financial Services
Connecticut
$22.7M +$5.76M +19,802 +33%
CCM
1346
Campbell Capital Management
Florida
$22.6M -$204K -701 -0.9%
TSW
1347
Thompson Siegel & Walmsley
Virginia
$22.6M -$47.1K -162 -0.2%
BP
1348
BBR Partners
New York
$22.6M -$157K -540 -0.7%
AF
1349
Arrow Financial
New York
$22.6M -$703K -2,416 -3%
PCM
1350
Princeton Capital Management
New Jersey
$22.6M -$141K -484 -0.6%

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.