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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
FVWA
1901
Foster Victor Wealth Advisors
South Carolina
$10.9M +$749K +2,575 +7%
NCM
1902
Northside Capital Management
Oregon
$10.9M
HIP
1903
Harrell Investment Partners
Texas
$10.9M +$127K +435 +1%
PP
1904
Pegasus Partners
Wisconsin
$10.8M -$383K -1,316 -3%
JSC
1905
Jackson Square Capital
California
$10.8M +$13.7K +47 +0.1%
CAC
1906
Core Alternative Capital
Georgia
$10.8M +$723K +2,486 +7%
FPFS
1907
First Personal Financial Services
North Carolina
$10.8M -$22.7K -78 -0.2%
STB
1908
S&T Bank
Pennsylvania
$10.8M +$770K +2,645 +7%
KP
1909
Keel Point
Alabama
$10.8M +$186K +638 +2%
BO
1910
Bank OZK
Arkansas
$10.8M -$11.6K -40 -0.1%
FMI
1911
F/M Investments
District of Columbia
$10.7M +$2.54M +8,742 +30%
JGUA
1912
John G. Ullman & Associates
New York
$10.7M -$161K -555 -1%
NGM
1913
North Growth Management
British Columbia, Canada
$10.7M
CFG
1914
Cooper Financial Group
California
$10.7M +$208K +716 +2%
PL
1915
Plancorp LLC
Missouri
$10.7M +$1.68M +5,764 +18%
SCM
1916
Spreng Capital Management
Ohio
$10.7M +$48.6K +167 +0.5%
KNW
1917
Kesler Norman & Wride
Utah
$10.7M -$24.4K -84 -0.2%
XI
1918
XXEC Inc
Oklahoma
$10.7M -$364K -1,250 -3%
AWM
1919
Aevitas Wealth Management
Massachusetts
$10.7M +$134K +459 +1%
PM
1920
Penbrook Management
New York
$10.7M -$11.6K -40 -0.1%
CWC
1921
Carolinas Wealth Consulting
North Carolina
$10.7M -$110K -377 -1%
EWM
1922
Endurance Wealth Management
Rhode Island
$10.6M -$38.1K -131 -0.3%
AWE
1923
Avidian Wealth Enterprises
Texas
$10.6M +$337K +1,158 +3%
TCM
1924
Traynor Capital Management
Pennsylvania
$10.6M +$378K +1,300 +4%
FHCM
1925
Force Hill Capital Management
New York
$10.6M +$10.9M +37,580 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.