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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
TPWA
1701
TRUE Private Wealth Advisors
Oregon
$14.2M -$862K -2,963 -6%
RWM
1702
Ritholtz Wealth Management
New York
$14.2M +$1.21M +4,161 +9%
FM
1703
Family Management
New York
$14.1M -$1.57M -5,390 -10%
TWMP
1704
Taylor Wealth Management Partners
Massachusetts
$14.1M +$580K +1,992 +4%
TAM
1705
Telemark Asset Management
Massachusetts
$14.1M
BCM
1706
Bornite Capital Management
New York
$14.1M +$5.82M +20,000 +67%
AMM
1707
American Money Management
California
$14.1M +$207K +712 +1%
M
1708
Mirova
France
$14.1M +$247K +849 +2%
FI
1709
Financial Insights
Washington
$14M -$11.9K -41 -0.1%
PCP
1710
Proficio Capital Partners
Massachusetts
$14M -$161K -552 -1%
BAM
1711
Bruderman Asset Management
New York
$14M +$484K +1,665 +3%
UF
1712
Univest Financial
Pennsylvania
$14M -$319K -1,096 -2%
ACM
1713
Argyle Capital Management
Pennsylvania
$14M -$77.1K -265 -0.5%
HWM
1714
Hohimer Wealth Management
Washington
$14M -$608K -2,088 -4%
BWAM
1715
Boyd Watterson Asset Management
Ohio
$13.9M +$87.6K +301 +0.6%
ACA
1716
Atlas Capital Advisors
Wyoming
$13.9M -$4.94M -16,988 -26%
BCB
1717
Brian C. Broderick
$13.9M -$205K -705 -1%
VA
1718
Valmark Advisers
Ohio
$13.8M +$469K +1,611 +3%
ATPW
1719
Ashton Thomas Private Wealth
Arizona
$13.8M +$1.67M +5,754 +13%
OC
1720
Oakworth Capital
Alabama
$13.8M +$75.1K +258 +0.5%
SG
1721
Stonnington Group
California
$13.7M +$888K +3,051 +7%
TCOK
1722
Trust Company of Kansas
Kansas
$13.7M -$568K -1,952 -4%
AA
1723
ALPS Advisors
Colorado
$13.7M -$690K -2,372 -5%
HWAM
1724
Hennion & Walsh Asset Management
New Jersey
$13.7M +$364K +1,251 +3%
CWM
1725
Circle Wealth Management
New Jersey
$13.7M -$406K -1,397 -3%

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.