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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
SIM
2651
SSI Investment Management
California
$3.83M -$1.62K -7 -0%
UMC
2652
United Maritime Capital
New York
$3.82M -$1.14M -4,900 -23%
DFG
2653
Delphi Financial Group
Delaware
$3.82M
REMPR
2654
Roof Eidam Maycock Peralta (REMP)
California
$3.81M +$4.87K +21 +0.1%
CC
2655
Centiva Capital
New York
$3.81M +$831K +3,580 +28%
TF
2656
TRH Financial
Iowa
$3.81M +$228K +984 +6%
SWA
2657
Sax Wealth Advisors
New Jersey
$3.81M +$416K +1,792 +12%
RSC
2658
Red Spruce Capital
Pennsylvania
$3.81M +$10.9K +47 +0.3%
IAMOG
2659
Investors Asset Management of Georgia
Georgia
$3.8M -$23.2K -100 -0.6%
EWM
2660
Evermay Wealth Management
Virginia
$3.8M +$70.1K +302 +2%
FCM
2661
Fortis Capital Management
Washington
$3.8M +$3.44M +14,837 +1,170%
AFA
2662
Abacus FCF Advisors
Florida
$3.79M -$823K -3,545 -18%
BPCA
2663
Bank Pictet & Cie (Asia)
Singapore
$3.79M -$241K -1,038 -6%
RZH
2664
Relyea Zuckerberg Hanson
Connecticut
$3.78M -$86.5K -373 -3%
FDS
2665
Freedom Day Solutions
Texas
$3.78M -$168K -725 -4%
SIM
2666
Seaview Investment Managers
Florida
$3.77M -$326K -1,405 -8%
CCM
2667
Community Capital Management
Florida
$3.77M -$464K -2,000 -11%
FMN
2668
Financial Management Network
California
$3.77M +$565K +2,436 +19%
RWA
2669
Redhawk Wealth Advisors
Minnesota
$3.76M -$199K -859 -5%
MMHP
2670
Murphy Middleton Hinkle & Parker
Georgia
$3.75M +$21.8K +94 +0.6%
CGA
2671
Crescent Grove Advisors
Illinois
$3.75M +$98.8K +426 +3%
MWVC
2672
Morgens Waterfall Vintiadis & Co
New York
$3.75M -$1.79M -7,700 -33%
WWM
2673
Wolff Wiese Magana
California
$3.75M +$283K +1,218 +8%
OCM
2674
Orser Capital Management
Texas
$3.74M -$164K -705 -4%
HIC
2675
Harvey Investment Company
Kentucky
$3.73M -$418K -1,800 -10%

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.