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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
ACM
2701
Ashford Capital Management
Delaware
$3.64M +$318K +1,372 +10%
SN
2702
Sittner & Nelson
Oregon
$3.63M +$31.6K +136 +0.9%
AIL
2703
AGF Investments LLC
Ontario, Canada
$3.63M -$1M -4,325 -22%
CAWM
2704
Capital Advisors Wealth Management
Washington
$3.63M +$3.57M +15,391 New
RCIM
2705
Red Cedar Investment Management
Michigan
$3.62M
FC
2706
Financial Consulate
Maryland
$3.62M -$12.8K -55 -0.4%
MFP
2707
Meridian Financial Partners
Virginia
$3.62M +$79.6K +343 +3%
MFS
2708
Mirabella Financial Services
United Kingdom
$3.62M -$3.08M -13,255 -46%
NFG
2709
Northeast Financial Group
Pennsylvania
$3.62M +$12.8K +55 +0.4%
TIAM2
2710
Tru Independence Asset Management 2
Oregon
$3.61M +$582K +2,510 +20%
SWP
2711
Strategic Wealth Partners
Ohio
$3.6M -$303K -1,306 -8%
TWI
2712
Thomas White International
Illinois
$3.6M -$1.12M -4,848 -24%
I
2713
INVST
Indiana
$3.6M +$158K +682 +5%
BZWA
2714
Blue Zone Wealth Advisors
California
$3.57M -$340K -1,467 -9%
FG
2715
Foster Group
Iowa
$3.56M +$171K +738 +5%
RWM
2716
RBA Wealth Management
California
$3.56M +$10.4K +45 +0.3%
DFG
2717
Demars Financial Group
Washington
$3.56M -$202K -870 -5%
DI
2718
DFPG Investments
Utah
$3.56M -$642K -2,765 -16%
AWM
2719
Aberdeen Wealth Management
Illinois
$3.56M -$429K -1,848 -11%
MAM
2720
McLean Asset Management
Virginia
$3.55M +$36.7K +158 +1%
SAM
2721
Secure Asset Management
Michigan
$3.54M -$60.3K -260 -2%
UFG
2722
United Fire Group
Iowa
$3.54M
CBFP
2723
Cedar Brook Financial Partners
Ohio
$3.53M -$425K -1,832 -11%
AWA
2724
Acorn Wealth Advisors
Michigan
$3.53M +$36K +155 +1%
RCM
2725
Regency Capital Management
Hawaii
$3.52M +$3.47M +14,939 New

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.