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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$173B +$817M +2,807,039 +0.5%
BlackRock
2
BlackRock
New York
$143B +$423M +1,454,532 +0.3%
State Street
3
State Street
Massachusetts
$83B -$114M -392,032 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$60.8B -$662M -2,275,664 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$55.7B +$1.5B +5,170,531 +3%
WA
6
WestEnd Advisors
North Carolina
$49.2B
Geode Capital Management
7
Geode Capital Management
Massachusetts
$35.5B +$802M +2,757,667 +2%
Capital World Investors
8
Capital World Investors
California
$31.1B -$137M -470,263 -0.4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$26.6B -$85.5M -294,023 -0.3%
Capital International Investors
10
Capital International Investors
California
$25.9B -$290M -996,602 -1%
Northern Trust
11
Northern Trust
Illinois
$25.3B +$293M +1,008,186 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.1B -$376M -1,293,176 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$21.8B -$1.08B -3,708,282 -5%
Bank of America
14
Bank of America
North Carolina
$20.5B +$334M +1,149,440 +2%
Norges Bank
15
Norges Bank
Norway
$20.5B -$1.11B -3,810,197 -5%
Morgan Stanley
16
Morgan Stanley
New York
$19.1B -$147M -505,060 -0.7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$17.8B -$217M -746,650 -1%
N
18
Nuveen
North Carolina
$16B -$449M -1,542,670 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$14.6B +$657M +2,258,247 +5%
Wells Fargo
20
Wells Fargo
California
$13.9B +$40M +137,383 +0.3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$13.2B +$60.2M +206,880 +0.4%
UBS AM
22
UBS AM
Illinois
$13.1B +$948M +3,258,613 +8%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$11.9B -$392M -1,346,833 -3%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$11.2B -$132M -453,356 -1%
Charles Schwab
25
Charles Schwab
California
$10.8B +$31M +106,420 +0.3%

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.