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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
MDSL
2176
M.D. Sass LLC
New York
$7.9M
MFS
2177
Madrona Financial Services
Washington
$7.9M +$597K +2,051 +8%
LCM
2178
Liberty Capital Management
Michigan
$7.9M -$20.1K -69 -0.2%
PSB
2179
Piscataqua Savings Bank
New Hampshire
$7.89M -$89.6K -308 -1%
LSC
2180
Lesa Sroufe & Co
Washington
$7.88M -$49.2K -169 -0.6%
WP
2181
Waycross Partners
Kentucky
$7.86M -$4.68M -16,080 -37%
VCP
2182
Vista Capital Partners
Oregon
$7.86M +$144K +496 +2%
GAAM
2183
Guinness Atkinson Asset Management
California
$7.85M -$897K -3,084 -10%
WPA
2184
Winning Points Advisors
Florida
$7.83M -$97.5K -335 -1%
FIM
2185
FWL Investment Management
Texas
$7.8M -$208K -714 -3%
FFA
2186
Founders Financial Alliance
North Carolina
$7.8M -$211K -725 -3%
MPAM
2187
Murphy Pohlad Asset Management
Minnesota
$7.8M -$306K -1,051 -4%
HBCM
2188
Heron Bay Capital Management
Michigan
$7.79M +$196K +675 +3%
HC
2189
Hourglass Capital
Texas
$7.79M -$658K -2,260 -8%
PWMAG
2190
Pinnacle Wealth Management Advisory Group
New Jersey
$7.78M -$74.8K -257 -0.9%
CCG
2191
Chatham Capital Group
Georgia
$7.77M +$77.1K +265 +1%
HBT
2192
Heartland Bank & Trust
Illinois
$7.76M +$1.17M +4,026 +17%
V
2193
VeraBank
Texas
$7.76M +$147K +505 +2%
AAM
2194
Ascension Asset Management
New York
$7.74M -$29.1K -100 -0.4%
SCM
2195
SOL Capital Management
Maryland
$7.73M -$83.2K -286 -1%
RI
2196
Redwood Investments
Massachusetts
$7.73M -$120K -413 -1%
JSL
2197
JT Stratford LLC
Georgia
$7.68M +$47.7K +164 +0.6%
FMT
2198
First Mercantile Trust
Tennessee
$7.68M -$424K -1,458 -5%
MCCP
2199
Mission Creek Capital Partners
California
$7.68M +$246K +844 +3%
AWA
2200
Arete Wealth Advisors
Illinois
$7.67M +$64K +220 +0.8%

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.