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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
KCM
1976
Karp Capital Management
California
$9.96M +$174K +599 +2%
CIM
1977
CIM Investment Management
Pennsylvania
$9.95M -$66.6K -229 -0.6%
4WM
1978
44 Wealth Management
Oregon
$9.94M -$209K -717 -2%
AAMA
1979
Advanced Asset Management Advisors
Ohio
$9.91M -$174K -599 -2%
CWM
1980
Chronos Wealth Management
Florida
$9.91M -$552K -1,896 -5%
Fuller & Thaler Asset Management
1981
Fuller & Thaler Asset Management
California
$9.89M -$698K -2,400 -6%
BMWM
1982
Brown Miller Wealth Management
Virginia
$9.89M +$33.2K +114 +0.3%
LCP
1983
Legacy Capital Partners
Wisconsin
$9.89M -$251K -862 -2%
IA
1984
IFG Advisory
Georgia
$9.88M +$555K +1,907 +6%
SEC
1985
Seven Eight Capital
New York
$9.87M +$10.2M +35,000 New
CWM
1986
Chesapeake Wealth Management
Virginia
$9.82M -$1.07M -3,666 -10%
WA
1987
Wealth Advisors
California
$9.81M -$340K -1,169 -3%
BCA
1988
Bay Colony Advisors
Massachusetts
$9.81M +$145K +499 +1%
AI
1989
Aperture Investors
New York
$9.78M +$1.54M +5,297 +18%
CA
1990
Cambridge Advisors
Nebraska
$9.77M -$251K -864 -2%
FBT
1991
First Bankers Trust
Kentucky
$9.77M -$309K -1,061 -3%
NME
1992
Notis-McConarty Edward
$9.77M -$398K -1,369 -4%
FRA
1993
Front Row Advisors
California
$9.76M -$57.3K -197 -0.6%
SAM
1994
Selway Asset Management
$9.76M
UCI
1995
Uncommon Cents Investing
Wisconsin
$9.73M -$1.46K -5 -0%
MC
1996
MRJ Capital
New York
$9.72M -$315K -1,081 -3%
HCA
1997
Harbour Capital Advisors
Virginia
$9.69M +$183K +630 +2%
OC
1998
Oarsman Capital
Wisconsin
$9.67M -$788K -2,709 -7%
PAMG
1999
Patton Albertson Miller Group
Tennessee
$9.67M -$57K -196 -0.6%
SC
2000
Searle & Co
Connecticut
$9.67M

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.