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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
RSWM
1476
Robertson Stephens Wealth Management
California
$18.4M -$722K -2,480 -4%
CT
1477
Chicago Trust
Illinois
$18.4M +$150K +515 +0.8%
AC
1478
Alexandria Capital
Virginia
$18.4M -$873 -3 -0%
WIC
1479
Woodmont Investment Counsel
Tennessee
$18.4M +$1.03M +3,545 +6%
MAM
1480
Morse Asset Management
Connecticut
$18.4M +$437K +1,503 +2%
CWA
1481
Canvas Wealth Advisors
Kansas
$18.3M +$546K +1,876 +3%
SMFG
1482
Sumitomo Mitsui Financial Group
Japan
$18.3M +$2.31M +7,927 +14%
CAM
1483
Cubic Asset Management
Massachusetts
$18.3M -$96K -330 -0.5%
RWA
1484
River Wealth Advisors
Pennsylvania
$18.2M +$350K +1,203 +2%
JFGIW
1485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.2M -$1.43M -4,926 -7%
MCA
1486
Mercer Capital Advisers
New Jersey
$18.2M -$811K -2,789 -4%
DP
1487
DSAM Partners
United Kingdom
$18.2M -$22.3M -76,621 -54%
LBA
1488
Lowell Blake & Associates
Massachusetts
$18.2M -$248K -851 -1%
NAMM
1489
NorthStar Asset Management (Massachusetts)
Massachusetts
$18.2M +$337K +1,157 +2%
SBCM
1490
Schwerin Boyle Capital Management
Massachusetts
$18.2M
PLFAM
1491
Pineno Levin & Ford Asset Management
Virginia
$18.1M -$21.2K -73 -0.1%
SCM
1492
Sirios Capital Management
Massachusetts
$18.1M -$1.28M -4,402 -6%
BGDI
1493
BW Gestao de Investimentos
Brazil
$18.1M +$2.49M +8,574 +15%
SCM
1494
Sandler Capital Management
New York
$18M -$8.04M -27,650 -30%
HL
1495
HeadInvest LLC
Maine
$17.9M -$206K -708 -1%
NG
1496
NatWest Group
United Kingdom
$17.9M -$832K -2,859 -4%
TA
1497
TruWealth Advisors
Louisiana
$17.9M +$127K +437 +0.7%
RMSCM
1498
R.M. Sincerbeaux Capital Management
New York
$17.9M -$204K -700 -1%
PGAM
1499
Princeton Global Asset Management
New Jersey
$17.9M +$131K +451 +0.7%
RP
1500
Rice Partnership
Hawaii
$17.9M -$431K -1,480 -2%

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.