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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
CCC
1351
Cincinnati Casualty Company
Ohio
$22.6M
BIC
1352
Beach Investment Counsel
Pennsylvania
$22.5M -$1.52M -5,215 -6%
IGGA
1353
Iron Gate Global Advisors
Utah
$22.5M +$1.15M +3,963 +5%
RIG
1354
RiverFront Investment Group
Virginia
$22.5M -$12.6M -43,139 -35%
NIC
1355
Northwest Investment Counselors
Oregon
$22.4M +$35.8K +123 +0.2%
GVAG
1356
Great Valley Advisor Group
Delaware
$22.3M +$968K +3,327 +4%
CSS
1357
Cubist Systematic Strategies
Connecticut
$22.2M +$11.3M +38,787 +97%
CT
1358
Coastline Trust
Rhode Island
$22.2M -$328K -1,126 -1%
AA
1359
Auxano Advisors
Washington
$22.1M +$1.68M +5,759 +8%
PWM
1360
Perigon Wealth Management
California
$22.1M +$66.9K +230 +0.3%
FPCM
1361
Financial Partners Capital Management
New York
$22.1M -$448K -1,540 -2%
KJHP
1362
K.J. Harrison & Partners
Ontario, Canada
$22.1M +$297K +1,020 +1%
GEM
1363
Global Endowment Management
North Carolina
$22M +$2.19M +7,528 +11%
BFM
1364
Boothbay Fund Management
New York
$22M +$2.81M +9,669 +14%
IPAM
1365
ICICI Prudential Asset Management
India
$22M +$8.73M +30,000 +63%
IIM
1366
Ipswich Investment Management
Massachusetts
$22M -$503K -1,730 -2%
MCM
1367
Mitchell Capital Management
Kansas
$22M -$197K -677 -0.9%
BP
1368
Ballentine Partners
Massachusetts
$22M +$127K +437 +0.6%
AMCA
1369
Arthur M. Cohen & Associates
Illinois
$21.9M +$154K +530 +0.7%
MCM
1370
McRae Capital Management
New Jersey
$21.9M -$526K -1,809 -2%
CPIG
1371
Chicago Partners Investment Group
Illinois
$21.8M +$686K +2,357 +4%
SNT
1372
Security National Trust
West Virginia
$21.8M
DAS
1373
Dynamic Advisor Solutions
Arizona
$21.7M +$1.47M +5,040 +7%
ITFISA
1374
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.7M +$137K +470 +0.6%
PMG
1375
ProVise Management Group
Florida
$21.7M -$14.5M -49,900 -39%

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.