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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
FFG
2126
Frisch Financial Group
New York
$8.4M +$46.6K +160 +0.5%
SOAMC
2127
Spirit of America Management Corp
New York
$8.38M -$87.3K -300 -1%
MMM
2128
Mendel Money Management
Illinois
$8.37M -$18.9K -65 -0.2%
TI
2129
Trexquant Investment
Connecticut
$8.36M +$8.63M +29,669 New
DMC
2130
Drexel Morgan & Co
Pennsylvania
$8.36M -$903K -3,102 -9%
RA
2131
RFG Advisory
Alabama
$8.34M +$232K +796 +3%
RPWA
2132
Regent Peak Wealth Advisors
Georgia
$8.34M +$21.8K +75 +0.3%
PMFA
2133
Plante Moran Financial Advisors
Michigan
$8.33M +$606K +2,083 +8%
HI
2134
Harrington Investments
California
$8.31M +$27.1K +93 +0.3%
EIA
2135
Eastover Investment Advisors
North Carolina
$8.3M -$381K -1,311 -4%
MLIC
2136
Mandatum Life Insurance Company
Finland
$8.3M +$72.7K +250 +0.9%
WWM
2137
Windsor Wealth Management
Indiana
$8.29M -$873 -3 -0%
ATC
2138
Adirondack Trust Company
New York
$8.29M -$25.6K -88 -0.4%
SIM
2139
Studio Investment Management
Illinois
$8.28M +$8.55M +29,385 New
SXL
2140
Summit X LLC
Missouri
$8.28M +$99.5K +342 +1%
GSEP
2141
Golden State Equity Partners
California
$8.28M -$529K -1,817 -6%
HT
2142
HAP Trading
New York
$8.23M -$25.2M -86,653 -75%
SIP
2143
Scott Investment Partners
United Kingdom
$8.23M
KCPG
2144
Kavar Capital Partners Group
Kansas
$8.23M +$110K +377 +1%
PHK
2145
Point72 Hong Kong
Hong Kong
$8.22M -$248K -852 -3%
LF
2146
Lantz Financial
Illinois
$8.21M -$229K -788 -3%
MWA
2147
MFA Wealth Advisors
Pennsylvania
$8.21M -$92.8K -319 -1%
BC
2148
Brio Consultants
California
$8.21M -$461K -1,583 -5%
AFP
2149
Ausdal Financial Partners
Iowa
$8.19M +$379K +1,301 +5%
BCM
2150
Beck Capital Management
Texas
$8.17M +$109K +376 +1%

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.