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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
SPFA
2551
Summit Place Financial Advisors
New Jersey
$4.38M
AWM
2552
Atticus Wealth Management
Florida
$4.37M -$163K -704 -4%
BCM
2553
Boltwood Capital Management
California
$4.36M -$154K -665 -3%
WIM
2554
Wittenberg Investment Management
Massachusetts
$4.36M -$226K -972 -5%
B
2555
Brightworth
Georgia
$4.36M +$1.35M +5,816 +46%
OHIS
2556
Oak Harvest Investment Services
Texas
$4.35M +$354K +1,524 +9%
HFBOT
2557
Home Federal Bank of Tennessee
Tennessee
$4.35M -$451K -1,945 -10%
BWM
2558
Baystate Wealth Management
Massachusetts
$4.35M -$156K -673 -4%
TVWM
2559
Tower View Wealth Management
Wisconsin
$4.35M -$6.03K -26 -0.1%
CTFG
2560
Capstone Triton Financial Group
Oklahoma
$4.35M -$33.9K -146 -0.8%
ICM
2561
IMS Capital Management
Oregon
$4.33M +$324K +1,398 +8%
SNBOSD
2562
Security National Bank of So Dak
Iowa
$4.31M +$117K +504 +3%
WG
2563
Winton Group
United Kingdom
$4.31M +$3.9M +16,822 +1,166%
SA
2564
Shilanski & Associates
Alaska
$4.29M +$235K +1,014 +6%
GA
2565
Geller Advisors
New York
$4.28M +$849K +3,659 +25%
MCM
2566
Marathon Capital Management
Maryland
$4.28M +$16.2K +70 +0.4%
GPA
2567
Garrison Point Advisors
California
$4.27M -$87.5K -377 -2%
LFF
2568
Level Four Financial
Texas
$4.27M -$695K -2,996 -14%
PCG
2569
Private Capital Group
Connecticut
$4.25M -$2.96M -12,766 -41%
PB
2570
Pinnacle Bancorp
Nebraska
$4.25M +$54.5K +235 +1%
PM
2571
Precept Management
Texas
$4.24M
GWMIA
2572
Global Wealth Management Investment Advisory
Florida
$4.24M -$48.3K -208 -1%
PIMG
2573
Patriot Investment Management Group
Tennessee
$4.22M +$312K +1,344 +8%
SG
2574
StoneX Group
New York
$4.21M -$184K -795 -4%
AWS
2575
Arkfeld Wealth Strategies
Nebraska
$4.21M -$27.8K -120 -0.7%

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.