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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
SLWS
2801
Swaine & Leidel Wealth Services
Florida
$3.18M -$14.6K -63 -0.5%
NJBEST
2802
New Jersey Better Educational Savings Trust
New Jersey
$3.17M -$1.58M -6,800 -34%
SWMG
2803
Signature Wealth Management Group
Georgia
$3.17M +$353K +1,523 +13%
WAM
2804
WNY Asset Management
New York
$3.17M +$377K +1,625 +14%
ACA
2805
Atlas Capital Advisors
Wyoming
$3.17M -$59.4K -256 -2%
BI
2806
Bramshill Investments
Florida
$3.16M
FNBOH
2807
First National Bank of Hutchinson
Kansas
$3.16M -$41.1K -177 -1%
CWP
2808
Curated Wealth Partners
California
$3.16M +$89.6K +386 +3%
KC
2809
Kadensa Capital
Hong Kong
$3.16M +$3.11M +13,412 New
XF
2810
XML Financial
Maryland
$3.16M +$138K +594 +5%
PH
2811
Pinnacle Holdings
Oklahoma
$3.16M -$9.51K -41 -0.3%
WCG
2812
Weaver Consulting Group
California
$3.15M +$125K +540 +4%
MFG
2813
Menard Financial Group
Texas
$3.15M -$68.9K -297 -2%
CL
2814
CIM LLC
New York
$3.15M -$133K -575 -4%
ADBIC
2815
A.D. Beadell Investment Counsel
Wisconsin
$3.15M
RA
2816
Rational Advisors
New York
$3.14M -$1.21M -5,201 -28%
BIM
2817
Bridgecreek Investment Management
Oklahoma
$3.14M +$1.69M +7,300 +121%
CCM
2818
Cox Capital Management
Massachusetts
$3.12M +$88.2K +380 +3%
OCM
2819
Orion Capital Management
California
$3.11M -$69.6K -300 -2%
TFM
2820
TFC Financial Management
Massachusetts
$3.11M -$202K -872 -6%
QCIG
2821
Quad-Cities Investment Group
Iowa
$3.11M +$174K +748 +6%
PG
2822
Proffitt & Goodson
Tennessee
$3.1M -$42K -181 -1%
FA
2823
FMA Advisory
Pennsylvania
$3.1M -$41.1K -177 -1%
IC
2824
Iconiq Capital
California
$3.1M
HSWM
2825
Hubbell Strickland Wealth Management
Louisiana
$3.1M -$73.8K -318 -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.