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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
SWM
1576
Stockman Wealth Management
Montana
$16.2M -$38.1K -131 -0.2%
MSFP
1577
Mark Sheptoff Financial Planning
Connecticut
$16.2M +$582 +2 +0%
LWM
1578
Laidlaw Wealth Management
New York
$16.1M +$1.13M +3,876 +7%
TIM
1579
Thornburg Investment Management
New Mexico
$16.1M +$9.2M +31,613 +124%
BFA
1580
Benedict Financial Advisors
Georgia
$16.1M -$743K -2,553 -4%
RGC
1581
Roberts, Glore & Co
Illinois
$16.1M -$289K -995 -2%
CCMINC
1582
Cardinal Capital Management Inc (North Carolina)
North Carolina
$16.1M -$417K -1,432 -2%
CFGS
1583
Concourse Financial Group Securities
Alabama
$16M +$570K +1,960 +4%
VCA
1584
Verdence Capital Advisors
Maryland
$16M +$1.19M +4,092 +8%
MCG
1585
McCollum Christoferson Group
New York
$16M -$353K -1,213 -2%
CICI
1586
Capital Investment Counsel Inc
North Carolina
$15.9M +$14.5K +50 +0.1%
KCP
1587
KDI Capital Partners
North Carolina
$15.9M -$1.57M -5,381 -9%
QCG
1588
Quadrant Capital Group
Ohio
$15.9M +$1.03M +3,543 +7%
RIM
1589
Regent Investment Management
Kentucky
$15.9M -$179K -615 -1%
BRC
1590
Bishop Rock Capital
New York
$15.9M -$1.02M -3,500 -6%
IAIM
1591
International Assets Investment Management
Florida
$15.9M +$3.6M +12,359 +13%
BRM
1592
Boston Research & Management
Massachusetts
$15.9M -$94.8K -326 -0.6%
JAM
1593
JCIC Asset Management
Ontario, Canada
$15.9M +$13.1K +45 +0.1%
PCMK
1594
Paragon Capital Management (Kansas)
Kansas
$15.9M -$777K -2,672 -5%
MBT
1595
Montecito Bank & Trust
California
$15.9M +$2.27M +7,794 +16%
SFO
1596
Stokes Family Office
Louisiana
$15.9M +$447K +1,537 +3%
DI
1597
Diligent Investors
California
$15.9M
JIC
1598
Joel Isaacson & Co
New York
$15.8M +$1.44M +4,940 +10%
SAM
1599
Strategy Asset Managers
California
$15.8M +$254K +873 +2%
AWM
1600
Altavista Wealth Management
North Carolina
$15.8M -$1.13M -3,892 -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.