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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
1376
Claret Asset Management
Quebec, Canada
$21.7M -$140K -480 -0.6%
CMTU
1377
Capital Markets Trading (UK)
United Kingdom
$21.7M +$22.2M +76,241 New
SCM
1378
Stonebridge Capital Management
California
$21.6M -$247K -850 -1%
HCM
1379
Huber Capital Management
California
$21.6M
XF
1380
XML Financial
Maryland
$21.6M +$18.3M +63,002 +463%
LWM
1381
Lyell Wealth Management
California
$21.6M -$71K -244 -0.3%
PCMC
1382
Paragon Capital Management (Colorado)
Colorado
$21.5M -$11.9K -41 -0.1%
LSA
1383
L & S Advisors
California
$21.5M -$3.8M -13,072 -15%
CW
1384
CreativeOne Wealth
Kansas
$21.5M +$633K +2,177 +3%
IWA
1385
IBEX Wealth Advisors
New Jersey
$21.4M +$158K +543 +0.7%
AF
1386
Advisornet Financial
Minnesota
$21.4M -$5.9M -20,290 -21%
FBC
1387
Fairfield, Bush & Co
Connecticut
$21.4M -$1.54M -5,278 -6%
SCA
1388
Spearhead Capital Advisors
Florida
$21.4M +$3.15M +10,828 +17%
CB
1389
Community Bank
New York
$21.4M -$276K -949 -1%
VST
1390
Van Strum & Towne
California
$21.4M -$136K -467 -0.6%
FBA
1391
Front Barnett Associates
Illinois
$21.3M -$51.5K -177 -0.2%
BWM
1392
Buckley Wealth Management
Nevada
$21.3M +$162K +557 +0.7%
BTWM
1393
Baker Tilly Wealth Management
Wisconsin
$21.3M +$910K +3,128 +4%
HCM
1394
Hutchinson Capital Management
California
$21.1M +$9.6K +33 +0%
CPA
1395
Court Place Advisors
Maryland
$21.1M -$37.8K -130 -0.2%
RCM
1396
RNC Capital Management
California
$21.1M -$603K -2,073 -3%
NCM
1397
Nelson Capital Management
California
$21.1M -$227K -780 -1%
FM
1398
Foster & Motley
Ohio
$21M -$1.21M -4,146 -5%
CIC
1399
Canal Insurance Company
South Carolina
$21M
CCA
1400
Checchi Capital Advisers
California
$21M -$708K -2,433 -3%

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.