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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
MIC
2676
MU Investments Company
Japan
$3.73M -$1.32M -5,680 -26%
MSS
2677
Mitchell Sinkler & Starr
Pennsylvania
$3.73M -$227K -980 -6%
FPCP
2678
Fort Point Capital Partners
California
$3.73M +$23.2K +100 +0.6%
SAG
2679
Spotlight Asset Group
Illinois
$3.72M -$282K -1,217 -7%
AWA
2680
Alta Wealth Advisors
Massachusetts
$3.72M +$35.3K +152 +1%
AAM
2681
AR Asset Management
California
$3.71M -$11.6K -50 -0.3%
BCFS
2682
Butensky & Cohen Financial Security
Florida
$3.71M +$85.2K +367 +2%
FNBOSM
2683
First National Bank of South Miami
Florida
$3.71M +$112K +484 +3%
GA
2684
GoalVest Advisory
New York
$3.71M -$709K -3,056 -16%
EWM
2685
EPG Wealth Management
Georgia
$3.71M +$44.5K +192 +1%
AGA
2686
Accuvest Global Advisors
Utah
$3.69M +$3.25M +14,027 +859%
CA
2687
Capital Advantage
California
$3.68M -$19.7K -85 -0.5%
GCM
2688
Gables Capital Management
Florida
$3.68M -$11.6K -50 -0.3%
AMIM
2689
Aull & Monroe Investment Management
Alabama
$3.68M -$75.4K -325 -2%
NAG
2690
Northstar Advisory Group
New Jersey
$3.67M -$1.95M -8,414 -35%
VWM
2691
Vigilare Wealth Management
Arizona
$3.66M +$704K +3,036 +24%
WAAG
2692
Wealth Alliance Advisory Group
Kansas
$3.66M -$19.7K -85 -0.5%
WW
2693
Westshore Wealth
California
$3.66M +$3.6M +15,510 New
GTAM
2694
Global Trust Asset Management
Florida
$3.66M -$194K -835 -5%
PCM
2695
Perkins Capital Management
Minnesota
$3.65M
SCM
2696
Stanley Capital Management
Texas
$3.65M
SIC
2697
Shoker Investment Counsel
Ohio
$3.65M -$72.9K -314 -2%
WOC
2698
West Oak Capital
California
$3.64M -$49.2K -212 -1%
TWP
2699
Tempus Wealth Planning
California
$3.64M +$34.1K +147 +1%
CPSC
2700
Carl P. Sherr & Co
Massachusetts
$3.64M +$7.42K +32 +0.2%

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.