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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
SS
1551
Simplicity Solutions
Minnesota
$16.6M +$2.7M +9,289 +19%
NFG
1552
Nations Financial Group
Iowa
$16.6M +$430K +1,477 +3%
AAM
1553
Azzad Asset Management
Virginia
$16.6M +$341K +1,172 +2%
BB
1554
Berkshire Bank
Massachusetts
$16.6M -$83.5K -287 -0.5%
ACM
1555
Allred Capital Management
Texas
$16.6M -$810K -2,785 -5%
NFAM
1556
North Fourth Asset Management
New Jersey
$16.6M +$17.1M +58,800 New
PI
1557
Pennant Investors
New Jersey
$16.6M +$3.49M +12,000 +26%
SFG
1558
SevenBridge Financial Group
Pennsylvania
$16.6M -$377K -1,296 -2%
MC
1559
Middleton & Co
Massachusetts
$16.5M -$298K -1,025 -2%
AC
1560
Alley Company
Illinois
$16.5M +$168K +579 +1%
IHG
1561
Insight Holdings Group
New York
$16.5M +$17M +58,500 New
BCM
1562
Barometer Capital Management
Ontario, Canada
$16.5M +$719K +2,472 +4%
RWM
1563
Rench Wealth Management
Texas
$16.4M -$203K -696 -1%
HIC
1564
Holderness Investments Company
North Carolina
$16.4M -$37.8K -130 -0.2%
PT
1565
Plimoth Trust
Massachusetts
$16.4M -$313K -1,077 -2%
HRC
1566
Hoertkorn Richard Charles
$16.4M -$24.7K -85 -0.1%
NPT
1567
Nixon Peabody Trust
Massachusetts
$16.4M +$507K +1,742 +3%
IAS
1568
Investment Advisory Services
Texas
$16.4M +$20.1K +69 +0.1%
PA
1569
Perennial Advisors
New York
$16.4M +$240K +826 +1%
AIA
1570
Allied Investment Advisors
Montana
$16.3M -$134K -460 -0.8%
III
1571
Independent Investors Inc
New York
$16.3M -$727K -2,500 -4%
LOAMS
1572
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.3M +$1.85M +6,372 +11%
VW
1573
Vantage Wealth
California
$16.3M +$69K +237 +0.4%
CCM
1574
Crossvault Capital Management
Texas
$16.2M -$1.65M -5,672 -9%
DSC
1575
Duncker Streett & Co
Missouri
$16.2M -$362K -1,245 -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.