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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
CIG
2376
Consolidated Investment Group
Colorado
$6.4M
BAM
2377
Blueshift Asset Management
New Jersey
$6.38M +$6.59M +22,636 New
QFA
2378
Quattro Financial Advisors
Texas
$6.37M +$164K +563 +3%
CPWA
2379
Cerro Pacific Wealth Advisors
California
$6.36M -$228K -783 -3%
ECU
2380
Eisler Capital (UK)
United Kingdom
$6.36M +$6.56M +22,544 New
FWP
2381
FAS Wealth Partners
Kansas
$6.35M +$161K +554 +3%
UFG
2382
United Fire Group
Iowa
$6.34M
TCM
2383
Telos Capital Management
California
$6.32M -$87.3K -300 -1%
JDR
2384
Jay D. Rosenbaum
$6.32M -$76.2K -262 -1%
HPWM
2385
High Pines Wealth Management
Massachusetts
$6.32M +$268K +921 +4%
RCM
2386
Regency Capital Management
Hawaii
$6.31M +$176K +604 +3%
MFG
2387
Merit Financial Group
Georgia
$6.28M +$326K +1,120 +5%
B
2388
Brightworth
Georgia
$6.28M +$370K +1,271 +6%
KA
2389
Klingman & Associates
New York
$6.28M -$179K -614 -3%
WI
2390
WBI Investments
New Jersey
$6.28M +$6.71M +23,068 New
BL
2391
Balentine LLC
Georgia
$6.27M +$2.11M +7,248 +48%
IF
2392
Intrua Financial
Texas
$6.25M +$948K +3,257 +20%
DIM
2393
Delta Investment Management
California
$6.23M +$199K +685 +3%
GTCM
2394
Gyon Technologies Capital Management
New Jersey
$6.22M +$5.22M +17,941 +436%
BOS
2395
Bank of Stockton
California
$6.21M -$169K -582 -3%
SIM
2396
Seaview Investment Managers
Florida
$6.2M +$189K +650 +3%
YIH
2397
Y-Intercept (HK)
Hong Kong
$6.2M +$4.87M +16,746 +319%
DS
2398
Dudley & Shanley
Florida
$6.19M
WMP
2399
Wealth Management Partners
Arizona
$6.17M -$96K -330 -1%
VDBMI
2400
Van Den Berg Management I
Texas
$6.17M -$23K -79 -0.4%

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.