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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
PCAP
2576
Pratt Collard Advisory Partners
New York
$4.2M -$60.8K -262 -1%
BC
2577
BIT Capital
Germany
$4.2M -$347K -1,494 -8%
BFG
2578
Beacon Financial Group
Texas
$4.19M
TFA
2579
Teamwork Financial Advisors
Texas
$4.18M -$133K -574 -3%
FCA
2580
FLC Capital Advisors
California
$4.18M +$53.6K +231 +1%
WCM
2581
Wunderlich Capital Managemnt
Tennessee
$4.17M -$31.1K -134 -0.8%
PP
2582
Patron Partners
Texas
$4.17M +$80.5K +347 +2%
TA
2583
Trellis Advisors
Washington
$4.16M -$55.9K -241 -1%
PAG
2584
Pinnacle Advisory Group
Maryland
$4.16M +$2.81M +12,122 +220%
FA
2585
Fiducient Advisors
Illinois
$4.15M -$244K -1,050 -6%
KS
2586
Karpas Strategies
Connecticut
$4.15M +$3.02K +13 +0.1%
AIC
2587
Ayalon Insurance Company
Israel
$4.15M +$612K +2,637 +18%
SFO
2588
Standard Family Office
South Dakota
$4.14M +$50.1K +216 +1%
PRC
2589
Pearl River Capital
Michigan
$4.13M +$3.15M +13,591 +346%
WIM
2590
Weitz Investment Management
Nebraska
$4.13M
CCM
2591
Chickasaw Capital Management
Tennessee
$4.12M +$27.8K +120 +0.7%
SW
2592
SkyOak Wealth
Michigan
$4.12M -$129K -554 -3%
FFC
2593
First Financial Corp
Indiana
$4.12M -$24.1K -104 -0.6%
AIP
2594
Almanack Investment Partners
Pennsylvania
$4.12M +$81.2K +350 +2%
AFA
2595
AllGen Financial Advisors
Florida
$4.1M +$727K +3,135 +22%
PIG
2596
Pantheon Investment Group
California
$4.09M +$322K +1,387 +9%
BCM
2597
Brookmont Capital Management
Texas
$4.09M +$87.7K +378 +2%
CAM
2598
Cozad Asset Management
Illinois
$4.09M +$233K +1,003 +6%
TNAM
2599
Terra Nova Asset Management
New York
$4.09M -$289K -1,244 -7%
CA
2600
Centerpoint Advisors
Massachusetts
$4.09M -$34.8K -150 -0.9%

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.