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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
ER
2826
Enlightenment Research
Florida
$3.09M +$3.04M +13,121 New
FHC
2827
First Heartland Consultants
Missouri
$3.09M +$99.3K +428 +3%
MW
2828
MBL Wealth
North Carolina
$3.08M +$342K +1,474 +13%
SLA
2829
Silver Lake Advisory
Utah
$3.08M -$41.3K -178 -1%
TCM
2830
Tributary Capital Management
Nebraska
$3.08M -$61.5K -265 -2%
CCM
2831
Cribstone Capital Management
Maine
$3.08M +$125K +540 +4%
AIS
2832
AM Investment Strategies
Tennessee
$3.08M +$1.36M +5,840 +81%
JWM
2833
Jeppson Wealth Management
California
$3.07M -$48.7K -210 -2%
PFA
2834
Paradigm Financial Advisors
Missouri
$3.07M +$236K +1,015 +8%
SC
2835
Sovarnum Capital
New York
$3.06M +$116K +500 +4%
BCM
2836
Bienville Capital Management
New York
$3.05M +$62.6K +270 +2%
DI
2837
Disciplined Investments
Oklahoma
$3.05M -$673K -2,901 -18%
EGA
2838
E&G Advisors
Texas
$3.05M +$128K +551 +4%
BWP
2839
BSW Wealth Partners
Colorado
$3.04M +$129K +558 +5%
CIM
2840
Corda Investment Management
Texas
$3.04M +$5.1K +22 +0.2%
IFS
2841
Ifrah Financial Services
Arkansas
$3.04M +$3.48K +15 +0.1%
Legacy Financial Group (Iowa)
2842
Legacy Financial Group (Iowa)
Iowa
$3.03M -$62.4K -269 -2%
TVAMP
2843
Tennessee Valley Asset Management Partners
Tennessee
$3.02M -$326K -1,403 -10%
ACM
2844
Aljian Capital Management
Nevada
$3.02M +$337K +1,454 +16%
IDBONY
2845
Israel Discount Bank of New York
New York
$3.02M -$296K -1,274 -9%
BRA
2846
Bender Robert & Associates
California
$3.01M +$371K +1,600 +14%
PWM
2847
Prentice Wealth Management
New York
$3M +$2.95M +12,730 New
IRC
2848
Investors Research Corp
Georgia
$3M -$461K -1,985 -14%
AWCI
2849
Alpine Woods Capital Investors
New York
$3M +$31.6K +136 +1%
MPW
2850
MA Private Wealth
California
$2.99M +$1.15M +4,936 +64%

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.