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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
MC
1801
Muhlenkamp & Co
Pennsylvania
$12.6M -$21.8K -75 -0.2%
KWM
1802
Keebeck Wealth Management
Illinois
$12.6M -$795K -2,733 -6%
PCA
1803
Private Capital Advisors
Connecticut
$12.6M +$7.27K +25 +0.1%
CBTWT
1804
Community Bank & Trust (Waco, Texas)
Texas
$12.6M -$120K -414 -0.9%
SLG
1805
Stanley-Laman Group
Pennsylvania
$12.6M +$655K +2,252 +5%
FPS
1806
Fieldpoint Private Securities
Connecticut
$12.6M -$555K -1,906 -4%
FWC
1807
First Washington Corp
Washington
$12.6M -$41.3K -142 -0.3%
MCWS
1808
McKinley Carter Wealth Services
West Virginia
$12.6M +$224K +771 +2%
BA
1809
Baugh & Associates
Georgia
$12.6M -$10.5K -36 -0.1%
BA
1810
Birinyi Associates
Connecticut
$12.5M +$124K +425 +1%
CIAS
1811
Capital Investment Advisory Services
North Carolina
$12.5M +$80.9K +278 +0.6%
CIM
1812
Chapman Investment Management
California
$12.5M +$829K +2,850 +7%
RCAG
1813
Rehmann Capital Advisory Group
Michigan
$12.5M -$59.1K -203 -0.5%
EFSCE
1814
Enterprise Financial Services Corp (EFSC)
Missouri
$12.5M +$5.5M +18,920 +74%
RCM
1815
Riverpark Capital Management
New York
$12.5M +$1.69M +5,806 +15%
WBC
1816
West Branch Capital
Massachusetts
$12.5M +$32.3K +111 +0.3%
SBWIC
1817
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.5M -$30.6K -105 -0.2%
VCM
1818
Virtue Capital Management
Tennessee
$12.4M +$698K +2,399 +6%
BO
1819
BRR OpCo
Ohio
$12.4M -$7.86K -27 -0.1%
JWM
1820
Jupiter Wealth Management
Colorado
$12.4M +$97.5K +335 +0.9%
CCM
1821
Carderock Capital Management
Maryland
$12.3M +$211K +724 +2%
GDP
1822
Great Diamond Partners
Maine
$12.3M +$940K +3,230 +8%
BCA
1823
Berman Capital Advisors
Georgia
$12.3M +$2.68M +9,219 +27%
MWM
1824
Marietta Wealth Management
Georgia
$12.3M -$16.9K -58 -0.1%
KFGK
1825
Keystone Financial Group (Kentucky)
Kentucky
$12.3M -$27.6K -95 -0.2%

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.