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Microsoft

3,994 hedge funds and large institutions have $1.25T invested in Microsoft in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,839 increasing their positions, 1,737 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 94

5% more capital invested

Capital invested by funds: $1.19T → $1.25T (+$61.2B)

6% more repeat investments, than reductions

Existing positions increased: 1,839 | Existing positions reduced: 1,737

1% more funds holding in top 10

Funds holding in top 10: 2,0612,077 (+16)

1% more funds holding

Funds holding: 3,9743,994 (+20)

0.19% more ownership

Funds ownership: 70.56%70.75% (+0.19%)

6% less call options, than puts

Call options by funds: $20.6B | Put options by funds: $21.9B

Holders
3,994
Holders Change
+20
Holders Change %
+0.5%
% of All Funds
70.12%
Holding in Top 10
2,077
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+0.78%
% of All Funds
36.46%
New
161
Increased
1,839
Reduced
1,737
Closed
94
Calls
$20.6B
Puts
$21.9B
Net Calls
-$1.29B
Net Calls Change
+$337M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2526
Wealth Management Associates
New Jersey
$4.48M +$36.9K +159 +0.8%
AI
2527
Accredited Investors
Minnesota
$4.48M -$81.4K -351 -2%
ANB
2528
Amarillo National Bank
Texas
$4.48M
FSA
2529
Financial Sense Advisors
California
$4.48M +$45.5K +196 +1%
IIM
2530
InTrack Investment Management
Vermont
$4.47M -$316K -1,361 -7%
PAM
2531
Peninsula Asset Management
Florida
$4.47M -$110K -474 -2%
FWM
2532
Fairhaven Wealth Management
Illinois
$4.47M +$505K +2,176 +13%
TBNY
2533
Trustco Bank (New York)
New York
$4.46M -$85.8K -370 -2%
QPWM
2534
Quadrant Private Wealth Management
Pennsylvania
$4.46M -$208K -897 -5%
CIA
2535
Cohen Investment Advisors
New Hampshire
$4.45M +$77.7K +335 +2%
PP
2536
Pacifica Partners
Canada
$4.45M +$114K +491 +3%
LAM
2537
L2 Asset Management
Massachusetts
$4.44M +$65.4K +282 +2%
OIS
2538
Okabena Investment Services
Minnesota
$4.43M +$451K +1,942 +12%
CRCM
2539
Crystal Rock Capital Management
Illinois
$4.43M -$487K -2,100 -10%
OWA
2540
Octavia Wealth Advisors
Ohio
$4.43M +$804K +3,464 +23%
DW
2541
Domani Wealth
Pennsylvania
$4.42M +$82.4K +355 +2%
BA
2542
Bluesphere Advisors
Pennsylvania
$4.42M +$194K +837 +5%
DL
2543
DOHJ LLC
Washington
$4.41M +$132K +569 +3%
CCP
2544
Cardan Capital Partners
Colorado
$4.41M +$58.5K +252 +1%
RCIM
2545
Russell Clark Investment Management
United Kingdom
$4.41M
CIG
2546
Consolidated Investment Group
Colorado
$4.41M
MIM
2547
Montgomery Investment Management
Maryland
$4.41M +$116K +500 +3%
CPIA
2548
Cornell Pochily Investment Advisors
New York
$4.41M -$178K -769 -4%
FFS
2549
Founders Financial Securities
Maryland
$4.4M +$917K +3,954 +27%
CRC
2550
Catawba River Capital
South Carolina
$4.4M +$27.6K +119 +0.6%

MSFT Hedge Fund Activity: Q1 2021 in Review

3,994 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2021, worth a combined $1.25T — up 5.1% from $1.19T a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new MSFT positions and 94 closed out — a net gain of 67 holders — while 1,839 added to existing stakes and 1,737 trimmed.

The largest buyer was Bank of America, adding an estimated $1.87B. The largest seller was State Street, cutting an estimated $1.52B.

  • 3,994 institutional investors held Microsoft (MSFT) as of Q1 2021, up from 3,974 in Q4 2020.
  • Funds reported $1.25T of Microsoft stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 161 funds opened new Microsoft positions in Q1 2021 and 94 closed out, a net change of +67 holders.
  • The largest Microsoft buyer in Q1 2021 was Bank of America, an estimated $1.87B added.
  • The largest Microsoft seller in Q1 2021 was State Street, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2021.