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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
BS
1726
Bessemer Securities
New York
$13.6M +$2.98M +10,243 +27%
NC
1727
NBW Capital
Massachusetts
$13.6M -$1.87M -6,441 -12%
SFA
1728
Sequoia Financial Advisors
Ohio
$13.6M -$37.8M -129,906 -73%
WIA
1729
Westbourne Investment Advisors
Maryland
$13.6M -$493K -1,694 -3%
WKWM
1730
Walter & Keenan Wealth Management
Indiana
$13.6M -$616K -2,116 -4%
SEIA
1731
Signature Estate & Investment Advisors
California
$13.6M -$551K -1,893 -4%
CWP
1732
CFM Wealth Partners
Texas
$13.6M +$249K +857 +2%
FSCM
1733
First Sabrepoint Capital Management
Texas
$13.6M
TWM
1734
TLW Wealth Management
Florida
$13.6M -$27.1K -93 -0.2%
CPA
1735
Capital Planning Advisors
California
$13.6M +$28.2K +97 +0.2%
CCM
1736
Consolidated Capital Management
California
$13.5M -$9.02K -31 -0.1%
BONH
1737
Bank of New Hampshire
New Hampshire
$13.5M
BRCM
1738
Bright Rock Capital Management
Massachusetts
$13.5M
WPP
1739
Whalerock Point Partners
Rhode Island
$13.5M +$7.57K +26 +0.1%
Boston Partners
1740
Boston Partners
Massachusetts
$13.5M -$883K -3,034 -6%
MWA
1741
Moser Wealth Advisors
Washington
$13.5M +$1.98M +6,820 +17%
BWM
1742
Bulltick Wealth Management
Florida
$13.5M -$290K -998 -2%
MWM
1743
Modera Wealth Management
New Jersey
$13.4M +$1.96M +6,752 +16%
ISB
1744
Iowa State Bank
Iowa
$13.4M +$80.6K +277 +0.6%
VAS
1745
Valicenti Advisory Services
New York
$13.4M +$1.04M +3,566 +8%
SG
1746
Swarthmore Group
Pennsylvania
$13.4M
CAG
1747
Csenge Advisory Group
Florida
$13.4M +$653K +2,243 +5%
9WM
1748
9258 Wealth Management
Ohio
$13.4M +$80.3K +276 +0.6%
HCM
1749
Hall Capital Management
Rhode Island
$13.4M -$55.6K -191 -0.4%
LBC
1750
Lawrence B. Cohen
$13.4M -$1.02M -3,501 -7%

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.