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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
RG
2901
Retirement Group
California
$2.77M +$257K +1,107 +10%
EHWM
2902
Eads & Heald Wealth Management
Georgia
$2.77M -$115K -496 -4%
ACM
2903
Ativo Capital Management
Illinois
$2.76M -$232 -1 -0%
PTC
2904
Provident Trust Company
Wisconsin
$2.76M +$147K +634 +6%
GWM
2905
Gitterman Wealth Management
New Jersey
$2.76M +$2.72M +11,707 New
PBO
2906
Peoples Bank (Ohio)
Ohio
$2.75M +$232 +1 +0%
IF
2907
Ironwood Financial
Arizona
$2.75M +$130K +561 +5%
PPP
2908
Private Portfolio Partners
New Jersey
$2.75M +$45K +194 +2%
WPA
2909
West Paces Advisors
Georgia
$2.74M +$140K +604 +5%
WCAMG
2910
Woodard & Company Asset Management Group
North Carolina
$2.73M -$106K -459 -4%
GWM
2911
Gray Wealth Management
Maine
$2.73M +$39.4K +170 +1%
T
2912
TRUADVICE
Florida
$2.73M -$1.14M -4,906 -31%
GCA
2913
Gradient Capital Advisors
California
$2.73M +$52.7K +227 +2%
BIP
2914
Brandes Investment Partners
California
$2.72M -$655K -2,825 -19%
GCMG
2915
Gyroscope Capital Management Group
Florida
$2.72M +$1.44M +6,200 +116%
SQA
2916
Simon Quick Advisors
New Jersey
$2.72M -$229K -987 -8%
PC
2917
Pecaut & Co
Iowa
$2.72M +$137K +590 +5%
ESBC
2918
E.S. Barr & Co
Kentucky
$2.72M +$132K +567 +5%
CC
2919
Copperleaf Capital
North Carolina
$2.71M +$189K +815 +8%
TWM
2920
TMD Wealth Management
Arizona
$2.71M -$10.4K -45 -0.4%
PP
2921
PDS Planning
Ohio
$2.71M -$334K -1,441 -11%
BFA
2922
Beacon Financial Advisory
Ohio
$2.7M +$508K +2,189 +24%
HCM
2923
HMS Capital Management
Tennessee
$2.69M -$1.13M -4,888 -30%
EFMH
2924
E Fund Management (HK)
Hong Kong
$2.69M +$696K +3,000 +36%
CAC
2925
Certified Advisory Corp
Florida
$2.69M +$2.64M +11,389 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.