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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
IF
2601
Intrua Financial
Texas
$4.09M +$710K +3,062 +24%
SRAM
2602
Spouting Rock Asset Management
Pennsylvania
$4.06M -$35.5K -153 -0.9%
RC
2603
Reik & Co
New York
$4.05M +$59.2K +255 +2%
PIM
2604
Perpetual Investment Management
Australia
$4.03M -$9.3M -40,092 -70%
MCP
2605
Martin Capital Partners
Oregon
$4.03M -$491K -2,117 -11%
OAM
2606
Optimal Asset Management
California
$4.03M +$1.07M +4,600 +37%
BMC
2607
Beaton Management Company
Massachusetts
$4.03M +$81.2K +350 +2%
WAM
2608
Werlinich Asset Management
Connecticut
$4.02M +$3.96M +17,046 New
DBRC
2609
D.B. Root & Company
Pennsylvania
$4.02M +$199K +859 +5%
WP
2610
WealthShield Partners
North Carolina
$3.99M -$980K -4,223 -20%
FMB
2611
Field & Main Bank
Kentucky
$3.99M +$65K +280 +2%
SP
2612
Successful Portfolios
Florida
$3.99M +$309K +1,331 +9%
AMG
2613
Advisors Management Group
Wisconsin
$3.98M +$3.21M +13,843 +452%
IIC
2614
Integrated Investment Consultants
Michigan
$3.98M -$227K -980 -5%
NWS
2615
Newport Wealth Strategies
California
$3.98M -$205K -883 -5%
CIA
2616
Citadel Investment Advisory
Ohio
$3.97M +$684K +2,946 +21%
RF
2617
Robbins Farley
New Hampshire
$3.96M -$197K -850 -5%
LFA
2618
Legacy Financial Advisors
Kentucky
$3.96M +$302K +1,302 +8%
TF
2619
Trek Financial
Arizona
$3.96M +$670K +2,887 +21%
WDG
2620
Wealth Dimensions Group
Ohio
$3.96M +$147K +634 +4%
RS
2621
Retirement Solution
Washington
$3.95M +$177K +762 +5%
RCM
2622
RB Capital Management
Nevada
$3.95M +$106K +458 +3%
RCA
2623
Resonant Capital Advisors
Wisconsin
$3.94M -$101K -435 -3%
FC
2624
Forte Capital
New York
$3.93M -$8.82K -38 -0.2%
CWP
2625
Concord Wealth Partners
Virginia
$3.93M +$607K +2,617 +19%

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.