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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
WI
2276
WrapManager Inc
California
$7.07M -$1.03M -3,553 -12%
SB
2277
Sunflower Bank
Texas
$7.07M +$931K +3,199 +15%
Barrow, Hanley, Mewhinney & Strauss
2278
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.06M -$211K -725 -3%
3CP
2279
3G Capital Partners
New York
$7.05M -$1.45M -5,000 -17%
HA
2280
Harbor Advisors
Florida
$7.05M
MFS
2281
Monetta Financial Services
Illinois
$7.05M
HHGA
2282
Halbert Hargrove Global Advisors
California
$7.05M -$221K -760 -3%
FIG
2283
Freed Investment Group
Massachusetts
$7.04M +$63.7K +219 +0.9%
CPC
2284
Congress Park Capital
New York
$7.03M -$144K -495 -2%
KTM
2285
Keeler Thomas Management
Utah
$7M +$177K +608 +3%
BOS
2286
Bingham Osborn & Scarborough
California
$6.99M -$47.1K -162 -0.6%
BIP
2287
Bouvel Investment Partners
Pennsylvania
$6.98M +$186K +639 +3%
SC
2288
Slow Capital
California
$6.97M -$628K -2,157 -8%
CCG
2289
Ceeto Capital Group
Florida
$6.96M
C
2290
Certuity
Florida
$6.96M +$179K +614 +3%
PCS
2291
Personal CFO Solutions
New Jersey
$6.96M -$1.36M -4,691 -16%
CRWM
2292
Castle Rock Wealth Management
California
$6.96M -$527K -1,813 -8%
BAM
2293
Beaumont Asset Management
Texas
$6.95M +$203K +696 +3%
BC
2294
Breakline Capital
New York
$6.95M +$3.19M +10,980 +80%
AFC
2295
AFT Forsyth & Company
Florida
$6.93M +$154K +530 +2%
BWG
2296
Beta Wealth Group
California
$6.93M -$416K -1,431 -5%
STAS
2297
Strong Tower Advisory Services
Minnesota
$6.92M +$6.8M +23,361 New
BCPWM
2298
Bradley & Co Private Wealth Management
Florida
$6.92M -$119K -409 -2%
MCM
2299
Marathon Capital Management
Maryland
$6.92M +$1.82M +6,248 +34%
AIC
2300
Ayalon Insurance Company
Israel
$6.92M -$240K -825 -3%

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.