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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
CAIMH
2426
Central Asset Investments & Management Holdings
Hong Kong
$6M -$2.33M -8,023 -27%
MIM
2427
MTM Investment Management
South Carolina
$5.99M -$232K -796 -4%
DL
2428
DOHJ LLC
Washington
$5.99M +$124K +426 +2%
LF
2429
Lee Financial
Texas
$5.99M +$41.9K +144 +0.7%
MSA
2430
Marino Stram & Associates
Massachusetts
$5.95M -$12.6M -43,183 -67%
BFIC
2431
Bedell Frazier Investment Counselling
California
$5.94M -$5.34M -18,357 -47%
BB
2432
Bell Bank
North Dakota
$5.94M -$4.18M -14,368 -41%
CA
2433
Centerpoint Advisors
Massachusetts
$5.93M -$50.3K -173 -0.8%
EF
2434
Empowered Funds
Pennsylvania
$5.92M +$6.11M +21,000 New
PA
2435
Proem Advisors
Texas
$5.92M
SWM
2436
Sculati Wealth Management
Michigan
$5.92M -$58.8K -202 -1%
DIS
2437
Diversified Investment Strategies
Louisiana
$5.92M -$55.3K -190 -0.9%
PP
2438
Prospector Partners
Connecticut
$5.91M -$145K -500 -2%
CMANY
2439
Capital Management Associates (New York)
New York
$5.9M -$9.02K -31 -0.1%
GFS
2440
GYL Financial Synergies
Connecticut
$5.89M +$301K +1,035 +5%
CMO
2441
Covenant Multifamily Offices
Texas
$5.88M +$332K +1,140 +6%
ECM
2442
Elgethun Capital Management
South Dakota
$5.88M +$41.3K +142 +0.7%
PCM
2443
Palouse Capital Management
Washington
$5.87M -$174K -598 -3%
SAM
2444
S.A. Mason
Michigan
$5.87M +$39.6K +136 +0.7%
CA
2445
Calton & Associates
Florida
$5.83M -$495K -1,700 -8%
IAS
2446
IMA Advisory Services
Colorado
$5.82M -$547K -1,881 -8%
TIAM2
2447
Tru Independence Asset Management 2
Oregon
$5.8M +$482K +1,658 +9%
BIP
2448
Brandes Investment Partners
California
$5.8M +$586K +2,014 +11%
AAA
2449
Adams Asset Advisors
Texas
$5.79M
AAP
2450
Ardsley Advisory Partners
Connecticut
$5.78M +$1.75M +6,000 +41%

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.