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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
BSI
2776
Bennett Selby Investments
Maine
$3.27M +$2.18M +9,376 +209%
BFA
2777
Brendel Financial Advisors
New Hampshire
$3.27M -$247K -1,064 -7%
NAS
2778
Nicolet Advisory Services
Wisconsin
$3.26M -$81.4K -351 -2%
TCWM
2779
Total Clarity Wealth Management
Illinois
$3.26M +$37.6K +162 +1%
TAM
2780
Todd Asset Management
Kentucky
$3.26M -$99.8K -430 -3%
FSCM
2781
Front Street Capital Management
Montana
$3.25M -$735K -3,166 -19%
WWM
2782
WT Wealth Management
Arizona
$3.25M +$383K +1,651 +14%
AIC
2783
Archer Investment Corporation
Indiana
$3.25M +$7.42K +32 +0.2%
DI
2784
DAGCO Inc
Ohio
$3.25M +$25.1K +108 +0.8%
SC
2785
Schulhoff & Co
Ohio
$3.25M +$348K +1,500 +12%
GFPC
2786
Global Financial Private Client
Florida
$3.24M +$97.4K +420 +3%
NFG
2787
Norris Financial Group
South Carolina
$3.23M +$69.6K +300 +2%
KWA
2788
KCS Wealth Advisory
California
$3.23M +$691K +2,977 +28%
MA
2789
Modus Advisors
Minnesota
$3.23M +$116K +500 +4%
TC
2790
Truvestments Capital
Florida
$3.22M +$388K +1,672 +14%
BWM
2791
BT Wealth Management
Georgia
$3.22M -$267K -1,150 -8%
WA
2792
Wealth Architects
California
$3.21M +$170K +733 +6%
JF
2793
JSF Financial
California
$3.2M -$77.3K -333 -2%
UAM
2794
Unison Asset Management
Florida
$3.19M
CWM
2795
Centric Wealth Management
Illinois
$3.19M -$17.2K -74 -0.5%
NSB
2796
Norway Savings Bank
Maine
$3.19M +$3.94K +17 +0.1%
GCM
2797
Glynn Capital Management
California
$3.19M
SAM
2798
Summit Asset Management
Tennessee
$3.19M +$18.6K +80 +0.6%
CYG
2799
Clean Yield Group
Vermont
$3.18M -$299K -1,289 -9%
BCP
2800
Berkeley Capital Partners
Georgia
$3.18M -$5.57K -24 -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.