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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
DA
1626
DCM Advisors
New York
$15.3M +$7.89M +27,107 +100%
AFT
1627
Alpha Family Trust
California
$15.3M
HFM
1628
Hartford Financial Management
Connecticut
$15.3M -$138K -474 -0.9%
DJYG
1629
David J. Yvars Group
Florida
$15.2M +$102K +352 +0.7%
GWSG
1630
GPS Wealth Strategies Group
Colorado
$15.2M +$467K +1,605 +3%
PCIA
1631
Prime Capital Investment Advisors
Kansas
$15.2M -$5.42M -18,625 -26%
SAM
1632
Shikiar Asset Management
New York
$15.2M +$279K +960 +2%
ZIG
1633
Zuckerman Investment Group
Illinois
$15.2M -$1.15M -3,964 -7%
MWA
1634
Meridian Wealth Advisors
Texas
$15.2M -$50.6K -174 -0.3%
CCM
1635
Condor Capital Management
New Jersey
$15.1M +$65.8K +226 +0.4%
SIC
1636
Sigma Investment Counselors
Michigan
$15.1M -$184K -632 -1%
EWM
1637
Executive Wealth Management
Michigan
$15.1M -$233K -801 -1%
GL
1638
Gemsstock Ltd
United Kingdom
$15.1M -$10.7M -36,800 -41%
RIA
1639
RPG Investment Advisory
California
$15M -$309K -1,062 -2%
SNB
1640
Security National Bank
Nebraska
$15M +$310K +1,065 +2%
GJCM
1641
Grand Jean Capital Management
California
$15M +$133K +457 +0.9%
EP
1642
Edgestream Partners
New Jersey
$15M -$31M -106,429 -67%
HIM
1643
Hotaling Investment Management
Pennsylvania
$15M +$33.8K +116 +0.2%
S
1644
swisspartners
Liechtenstein
$15M -$64.3K -221 -0.4%
MFW
1645
Meristem Family Wealth
Minnesota
$15M +$6.1M +20,965 +65%
BMC
1646
Benin Management Corp
Connecticut
$15M -$80.3K -276 -0.5%
CF
1647
Centaurus Financial
California
$15M +$850K +2,921 +6%
IFWM
1648
Institute for Wealth Management
Colorado
$15M -$529K -1,818 -3%
GEA
1649
Glen Eagle Advisors
New Jersey
$14.9M +$243K +835 +2%
DCM
1650
Decatur Capital Management
Georgia
$14.9M -$18.1M -62,339 -54%

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.