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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
AT
1601
Arden Trust
Delaware
$15.8M -$1.21M -4,172 -7%
MCM
1602
Makena Capital Management
California
$15.8M +$4.13M +14,180 +34%
BBL
1603
Beck Bode LLC
Massachusetts
$15.7M -$38.1K -131 -0.2%
SAM
1604
Soditic Asset Management
United Kingdom
$15.7M
FIB
1605
First Interstate Bank
Montana
$15.7M +$163K +561 +1%
APSI
1606
Asset Planning Services Inc
Louisiana
$15.7M -$349K -1,200 -2%
WAS
1607
WESPAC Advisors SoCal
California
$15.6M +$178K +612 +1%
BAM
1608
Boyar Asset Management
New York
$15.6M -$162K -557 -1%
CANY
1609
Caxton Associates (New York)
New York
$15.6M -$30.9M -106,172 -66%
LCC
1610
Lincoln Capital Corp
Rhode Island
$15.6M +$16.9K +58 +0.1%
WF
1611
WoodTrust Financial
Wisconsin
$15.6M +$667K +2,292 +4%
CAM
1612
Cypress Asset Management
Texas
$15.6M -$36.4K -125 -0.2%
WCF
1613
West Coast Financial
California
$15.5M +$207K +711 +1%
HW
1614
Hedeker Wealth
Illinois
$15.5M -$149K -513 -0.9%
RC
1615
RBF Capital
California
$15.5M
AIA
1616
Angeles Investment Advisors
California
$15.5M +$3.59M +12,332 +29%
CFSG
1617
Community Financial Services Group
Vermont
$15.5M -$457K -1,570 -3%
CS
1618
Comerica Securities
Michigan
$15.5M +$729K +2,507 +5%
ZAM
1619
Zevin Asset Management
Massachusetts
$15.5M +$2.64M +9,084 +20%
PS
1620
Pensionfund Sabic
Netherlands
$15.5M
AWA
1621
Aaron Wealth Advisors
Illinois
$15.5M +$301K +1,035 +2%
YWP
1622
YorkBridge Wealth Partners
New York
$15.5M -$2.74M -9,431 -15%
BL
1623
BFSG LLC
California
$15.4M -$459K -1,577 -3%
Koshinski Asset Management
1624
Koshinski Asset Management
Illinois
$15.3M +$3.11M +10,682 +24%
HAM
1625
Harber Asset Management
North Carolina
$15.3M -$1.34M -4,620 -8%

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.