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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
AA
2926
Altman Advisors
Illinois
$2.68M -$93.3K -402 -3%
AWM
2927
Arbor Wealth Management
Florida
$2.68M +$149K +644 +6%
CRI
2928
Colonial River Investments
Virginia
$2.67M -$109K -470 -4%
EM
2929
ELCO Management
New York
$2.67M -$282K -1,214 -10%
AA
2930
Alesco Advisors
New York
$2.67M +$16.2K +70 +0.6%
PSC
2931
Prentiss Smith & Co
Vermont
$2.66M -$30.9K -133 -1%
RTC
2932
Riverview Trust Company
Washington
$2.65M
RCG
2933
Rock Creek Group
District of Columbia
$2.65M -$3.43M -14,801 -57%
ZF
2934
Zhang Financial
Michigan
$2.65M +$138K +593 +6%
EPA
2935
Element Pointe Advisors
Florida
$2.65M +$374K +1,611 +17%
FB
2936
First Bancorp
Maine
$2.64M +$2.6M +11,193 New
MPW
2937
Monterey Private Wealth
California
$2.63M -$3.94K -17 -0.2%
IWA
2938
Intercontinental Wealth Advisors
Texas
$2.63M +$392K +1,689 +18%
QWM
2939
QP Wealth Management
New Jersey
$2.62M -$15.1K -65 -0.6%
MF
2940
Magnetar Financial
Illinois
$2.61M -$182K -784 -7%
KM
2941
Kalos Management
Georgia
$2.61M +$543K +2,339 +28%
FF
2942
Fluent Financial
Texas
$2.6M
DE
2943
Day & Ennis
Georgia
$2.6M -$78.2K -337 -3%
AFM
2944
Anson Funds Management
Texas
$2.59M +$1.16M +5,000 +83%
APWA
2945
Atlas Private Wealth Advisors
New Jersey
$2.59M +$15.1K +65 +0.6%
AIM
2946
Alhambra Investment Management
Florida
$2.59M +$305K +1,315 +14%
WDL
2947
Well Done LLC
Michigan
$2.59M +$86.5K +373 +4%
AWG
2948
Altus Wealth Group
Colorado
$2.59M -$319K -1,376 -12%
AIA
2949
Arbor Investment Advisors
North Carolina
$2.58M +$4.64K +20 +0.2%
SDWIA
2950
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.58M +$8.35K +36 +0.3%

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.