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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
RHDIC
1651
R.H. Dinel Investment Counsel
California
$14.9M -$87.3K -300 -0.6%
MWM
1652
Minot Wealth Management
Massachusetts
$14.9M +$446K +1,533 +3%
AAS
1653
Annex Advisory Services
Wisconsin
$14.9M -$91.6K -315 -0.6%
CRB
1654
Chad R. Baker
$14.8M
TS
1655
Tamar Securities
California
$14.8M -$255K -875 -2%
TCBWMS
1656
Texas Capital Bank Wealth Management Services
Texas
$14.8M +$4.03M +13,861 +36%
NB
1657
Northwest Bancshares
Pennsylvania
$14.8M -$208K -714 -1%
LP
1658
LMR Partners
United Kingdom
$14.8M +$15.2M +52,354 New
TPM
1659
Triasima Portfolio Management
Quebec, Canada
$14.7M -$55K -189 -0.4%
SSI
1660
Scott & Selber Inc
Texas
$14.7M -$453K -1,558 -3%
GWM
1661
Greenwich Wealth Management
Connecticut
$14.7M +$166K +571 +1%
NAM
1662
NTV Asset Management
West Virginia
$14.7M -$8.73K -30 -0.1%
CC
1663
Codex Capital
New York
$14.7M -$160K -550 -1%
SWM
1664
Segment Wealth Management
Texas
$14.7M -$95.7K -329 -0.6%
CAM
1665
Centre Asset Management
New York
$14.7M +$66.9K +230 +0.5%
UHC
1666
Union Heritage Capital
Michigan
$14.7M
OSNBOA
1667
Old Second National Bank of Aurora
Illinois
$14.7M -$573K -1,971 -4%
FNBTCON
1668
First National Bank & Trust Co of Newtown
Pennsylvania
$14.7M -$453K -1,556 -3%
FMWA
1669
Forvis Mazars Wealth Advisors
Missouri
$14.6M +$32.6K +112 +0.2%
TFS
1670
TrustCore Financial Services
Tennessee
$14.6M +$293K +1,007 +2%
DIP
1671
DT Investment Partners
Pennsylvania
$14.6M +$3.02M +10,380 +25%
OPTFSNA
1672
Old Point Trust & Financial Services N A
Virginia
$14.6M -$567K -1,950 -4%
CFS
1673
CRA Financial Services
New Jersey
$14.6M +$287K +985 +2%
WTFG
1674
Wells Trecaso Financial Group
Ohio
$14.6M -$381K -1,311 -2%
FFA
1675
Fragasso Financial Advisors
Pennsylvania
$14.6M +$906K +3,114 +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.