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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
State of Tennessee, Department of Treasury
176
State of Tennessee, Department of Treasury
Tennessee
$941M -$40.3M -138,385 -4%
PAM
177
Panagora Asset Management
Massachusetts
$934M -$1.05M -3,603 -0.1%
SAM
178
Storebrand Asset Management
Norway
$930M +$11M +37,705 +1%
JIM
179
Jensen Investment Management
Oregon
$908M -$92.6M -318,280 -9%
KeyBank National Association
180
KeyBank National Association
Ohio
$899M -$4.32M -14,852 -0.5%
Treasurer of the State of North Carolina
181
Treasurer of the State of North Carolina
North Carolina
$897M +$2.69M +9,260 +0.3%
Nomura Asset Management
182
Nomura Asset Management
Japan
$874M +$43.1M +148,009 +5%
Alkeon Capital Management
183
Alkeon Capital Management
New York
$873M -$2.21M -7,603 -0.2%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$858M +$1.9M +6,530 +0.2%
Calamos Advisors
185
Calamos Advisors
Illinois
$847M +$41.8M +143,497 +5%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$838M +$27.6M +94,968 +3%
Renaissance Technologies
187
Renaissance Technologies
New York
$835M +$260M +894,000 +43%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$830M +$3.05M +10,498 +0.4%
Gates Foundation Trust
189
Gates Foundation Trust
Washington
$828M +$855M +2,937,703 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$824M +$35.5M +122,164 +4%
First Eagle Investment Management
191
First Eagle Investment Management
New York
$822M -$16.5M -56,877 -2%
WT
192
Wellcome Trust
United Kingdom
$820M
JSP
193
Jackson Square Partners
California
$815M -$69.1M -237,329 -8%
Luther King Capital Management (LKCM)
194
Luther King Capital Management (LKCM)
Texas
$813M -$359K -1,234 -0%
CWG
195
C WorldWide Group
Denmark
$804M -$12.6M -43,446 -1%
BG
196
Bahl & Gaynor
Ohio
$803M -$11.2M -38,634 -1%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$781M +$14.6M +50,352 +2%
TAM
198
Troy Asset Management
United Kingdom
$779M -$48.5M -166,757 -6%
FWIA
199
Fort Washington Investment Advisors
Ohio
$773M +$228M +783,019 +40%
DCP
200
D1 Capital Partners
New York
$772M -$136M -468,000 -15%

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.