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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
HWA
1751
HCR Wealth Advisors
California
$13.4M -$75.4K -259 -0.5%
WP
1752
WealthSource Partners
California
$13.4M +$173K +596 +1%
EMG
1753
ETF Managers Group
New Jersey
$13.3M +$10.9M +37,581 +401%
SB
1754
Strategic Blueprint
Georgia
$13.3M -$1.79M -6,167 -12%
VIA
1755
Vident Investment Advisory
Georgia
$13.3M +$1.23M +4,217 +10%
ZB
1756
Zions Bancorporation
Utah
$13.3M +$937K +3,220 +7%
VHAM
1757
Van Hulzen Asset Management
California
$13.3M -$116K -398 -0.8%
CBT
1758
Central Bank & Trust
Kentucky
$13.3M +$321K +1,102 +2%
DPIM
1759
Duff & Phelps Investment Management
Illinois
$13.3M -$522K -1,793 -4%
RCP
1760
Rothschild Capital Partners
New York
$13.3M +$43.9K +151 +0.3%
CIC
1761
Chase Investment Counsel
Virginia
$13.3M -$661K -2,271 -5%
TIAM
1762
TT International Asset Management
United Kingdom
$13.2M -$5.05M -17,351 -27%
AIIMS
1763
Analyst IMS Investment Management Services
Israel
$13.2M +$62.6K +215 +0.5%
ADL
1764
Asset Dedication LLC
California
$13.2M +$1.73M +5,933 +15%
APP
1765
Avantax Planning Partners
Iowa
$13.2M +$791K +2,718 +6%
WA
1766
WBH Advisory
Maryland
$13.1M -$138K -476 -1%
PG
1767
Patten Group
Tennessee
$13.1M -$70.1K -241 -0.5%
SIP
1768
Stoneridge Investment Partners
Pennsylvania
$13.1M -$610K -2,097 -4%
PL
1769
Parkwood LLC
Ohio
$13.1M -$6.84M -23,494 -34%
BE
1770
Bonness Enterprises
District of Columbia
$13.1M
GGI
1771
GPM Growth Investors
Michigan
$13.1M -$67.5K -232 -0.5%
BIA
1772
Biondo Investment Advisors
Pennsylvania
$13M +$58.2K +200 +0.4%
MMC
1773
Mizuho Markets Cayman
Cayman Islands
$13M +$4.64M +15,937 +53%
AFWM
1774
AMJ Financial Wealth Management
Virginia
$13M +$257K +882 +2%
TPM
1775
Totem Point Management
New York
$13M +$13.4M +46,036 New

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.