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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
CCM
2076
Copeland Capital Management
Pennsylvania
$8.96M +$5.12M +17,607 +124%
BWM
2077
BNC Wealth Management
Oregon
$8.95M +$189K +648 +2%
MA
2078
Menlo Advisors
California
$8.95M
WA
2079
WealthTrust Axiom
Pennsylvania
$8.92M -$373K -1,281 -4%
DACG
2080
Donor Advised Charitable Giving
California
$8.89M -$508K -1,745 -5%
MPA
2081
Marvin & Palmer Associates
Delaware
$8.89M +$9.17M +31,527 New
TA
2082
TFG Advisers
Michigan
$8.88M -$38.7K -133 -0.4%
WCA
2083
Westover Capital Advisors
Delaware
$8.88M +$386K +1,325 +4%
MI
2084
Markston International
New York
$8.86M -$4.69M -16,117 -34%
MRCM
2085
M&R Capital Management
New Jersey
$8.85M +$117K +401 +1%
BFO
2086
Biltmore Family Office
North Carolina
$8.84M +$1.74M +5,997 +24%
HA
2087
Hamel Associates
New Jersey
$8.78M -$252K -867 -3%
CFFP
2088
Center for Financial Planning
Michigan
$8.77M +$14.8K +51 +0.2%
HCM
2089
Highlander Capital Management
New Jersey
$8.76M
KI
2090
Kapitalo Investimentos
Brazil
$8.76M -$890K -3,060 -9%
IC
2091
Inscription Capital
Texas
$8.73M -$21.8M -75,024 -71%
CT
2092
Columbia Trust
Oregon
$8.71M +$22.4K +77 +0.2%
GP
2093
Geneva Partners
Wisconsin
$8.71M +$5.53K +19 +0.1%
CSPIA
2094
Cary Street Partners Investment Advisory
Virginia
$8.71M -$474K -1,630 -5%
BHBT
2095
Burke & Herbert Bank & Trust
Virginia
$8.71M -$1.75K -6 -0%
CP
2096
Corbenic Partners
Pennsylvania
$8.7M +$587K +2,019 +7%
Members Trust
2097
Members Trust
Florida
$8.68M -$91.4K -314 -1%
LHC
2098
Little House Capital
Massachusetts
$8.66M -$638K -2,193 -7%
DFA
2099
Delta Financial Advisors
Louisiana
$8.65M -$96.6K -332 -1%
SF
2100
Symphony Financial
Texas
$8.65M -$2.71M -9,306 -23%

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.