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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
CSWG
2851
Cardinal Strategic Wealth Guidance
Kentucky
$2.98M -$81.7K -352 -3%
RHP
2852
Royal Harbor Partners
Texas
$2.97M -$88.4K -381 -3%
SOW
2853
State of Wyoming
Wyoming
$2.97M +$2.92M +12,605 New
PWM
2854
Palumbo Wealth Management
New York
$2.97M +$69.1K +298 +2%
FPF
2855
First Pacific Financial
Washington
$2.97M +$80.5K +347 +3%
CAL
2856
Capital Advisors Ltd
Ohio
$2.96M
APW
2857
Austin Private Wealth
Texas
$2.95M +$7.19K +31 +0.2%
ICM
2858
Islay Capital Management
Texas
$2.95M -$75.6K -326 -3%
SHA
2859
Seneca House Advisors
Virginia
$2.95M -$97.2K -419 -3%
GPFA
2860
Game Plan Financial Advisors
Ohio
$2.95M -$11.6K -50 -0.4%
CC
2861
Claybrook Capital
Massachusetts
$2.95M
CFA
2862
Cahill Financial Advisors
Minnesota
$2.95M -$15.8K -68 -0.5%
W
2863
Wealthquest
Ohio
$2.94M -$26.2K -113 -0.9%
ZC
2864
Zeit Capital
Colorado
$2.94M
PPG
2865
Peak Planning Group
Colorado
$2.94M +$36K +155 +1%
GM
2866
Granger Management
New York
$2.93M +$49.7K +214 +2%
SCA
2867
St. Clair Advisors
Ohio
$2.91M -$81.7K -352 -3%
APW
2868
Aurora Private Wealth
New Jersey
$2.91M -$440K -1,896 -13%
GAM
2869
Gemmer Asset Management
California
$2.91M -$276K -1,189 -9%
NFSG
2870
Newbridge Financial Services Group
Florida
$2.91M +$81.7K +352 +3%
AC
2871
Addison Capital
Pennsylvania
$2.91M +$164K +708 +6%
FC
2872
Fusion Capital
South Carolina
$2.9M +$414K +1,785 +17%
HWA
2873
HHM Wealth Advisors
Tennessee
$2.9M +$64.3K +277 +2%
LA
2874
LexAurum Advisors
Kansas
$2.88M +$261K +1,123 +10%
WCFA
2875
Walkner Condon Financial Advisors
Wisconsin
$2.88M +$70.8K +305 +3%

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.