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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
QI
1676
Qtron Investments
Massachusetts
$14.6M +$596K +2,048 +4%
MWM
1677
Mattern Wealth Management
Kansas
$14.6M -$63.1K -217 -0.4%
WFG
1678
Wills Financial Group
Virginia
$14.5M -$1.48M -5,080 -9%
HIC
1679
Harbor Island Capital
Massachusetts
$14.5M
JRP
1680
Jasper Ridge Partners
California
$14.5M +$291 +1 +0%
EAMA
1681
EFG Asset Management (Americas)
Florida
$14.5M +$874K +3,004 +6%
B
1682
Barings
North Carolina
$14.5M -$458K -1,573 -3%
ERWM
1683
Elk River Wealth Management
Colorado
$14.4M +$426K +1,463 +3%
ACM
1684
AlphaStar Capital Management
North Carolina
$14.4M +$10.7M +36,648 +373%
UC
1685
Unio Capital
New Jersey
$14.4M -$225K -774 -1%
ST
1686
Somerset Trust
Pennsylvania
$14.4M -$752K -2,583 -5%
WAS
1687
Winch Advisory Services
Wisconsin
$14.4M +$55.6K +191 +0.4%
BCP
1688
Bluegrass Capital Partners
Florida
$14.4M
WP
1689
WealthPLAN Partners
Nebraska
$14.4M +$278K +954 +2%
WIC
1690
Whitegate Investment Counselors
New Hampshire
$14.4M +$131K +451 +0.9%
AAF
1691
Andra AP-fonden
Sweden
$14.3M -$175K -600 -1%
HPIA
1692
Hamilton Point Investment Advisors
North Carolina
$14.3M +$130K +446 +0.9%
AG
1693
Aravt Global
New York
$14.3M -$6.32M -21,736 -30%
MIG
1694
McGuire Investment Group
Rhode Island
$14.3M +$62K +213 +0.4%
GLA
1695
Good Life Advisors
Pennsylvania
$14.3M +$4.88M +16,786 +50%
FHA
1696
Flagship Harbor Advisors
Massachusetts
$14.3M
CWM
1697
Cornerstone Wealth Management
Missouri
$14.3M +$449K +1,543 +3%
CBN
1698
Cadence Bank NA
Texas
$14.2M -$205K -706 -1%
KC
1699
Knuff & Co
California
$14.2M -$43.1K -148 -0.3%
CCT
1700
Capital City Trust
Florida
$14.2M -$634K -2,180 -4%

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.