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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
YIH
2951
Y-Intercept (HK)
Hong Kong
$2.57M +$95.4K +411 +4%
NCM
2952
Neumann Capital Management
California
$2.57M -$223K -960 -8%
ITIM
2953
Indiana Trust & Investment Management
Indiana
$2.57M -$73.1K -315 -3%
EFEM
2954
Eos Focused Equity Management
New York
$2.56M
HCP
2955
Hexagon Capital Partners
Arkansas
$2.56M +$368K +1,584 +17%
HFS
2956
Howard Financial Services
Texas
$2.56M +$33.4K +144 +1%
DA
2957
Dillon & Associates
Michigan
$2.56M +$214K +922 +9%
FFG
2958
Fortem Financial Group
California
$2.56M +$69.6K +300 +3%
GSC
2959
G&S Capital
Colorado
$2.56M +$316K +1,363 +14%
PAM
2960
Paradigm Asset Management
New York
$2.55M -$255K -1,100 -9%
AC
2961
Apella Capital
Connecticut
$2.54M +$24.4K +105 +1%
IFG
2962
Investors Financial Group
Minnesota
$2.54M +$175K +754 +8%
NF
2963
Nikulski Financial
Iowa
$2.54M +$13.5K +58 +0.5%
FRA
2964
Frank Rimerman Advisors
California
$2.53M -$325K -1,400 -12%
LRIA
2965
Leonard Rickey Investment Advisors
Washington
$2.53M -$49.7K -214 -2%
PHAM
2966
Palisades Hudson Asset Management
Florida
$2.52M -$85.6K -369 -3%
LWA
2967
Lineweaver Wealth Advisors
Ohio
$2.52M +$120K +518 +5%
SSW
2968
Smith Shellnut Wilson
Mississippi
$2.51M -$1.04M -4,493 -30%
GCIG
2969
Grand Central Investment Group
Florida
$2.51M -$74.5K -321 -3%
FA
2970
Financial Avengers
California
$2.51M +$276K +1,188 +13%
1W
2971
1776 Wealth
Georgia
$2.51M -$257K -1,106 -9%
CFO
2972
CVA Family Office
Colorado
$2.51M +$1.31M +5,666 +114%
VFP
2973
Verus Financial Partners
Virginia
$2.5M -$33.4K -144 -1%
EI
2974
Ellevest Inc
New York
$2.5M -$288K -1,241 -10%
GPWA
2975
Great Point Wealth Advisors
Massachusetts
$2.5M +$90K +388 +4%

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.