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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
Creative Planning
276
Creative Planning
Kansas
$347M +$733K +3,161 +0.2%
GIBU
277
Gulf International Bank (UK)
United Kingdom
$341M -$35.5M -152,891 -10%
PCM
278
Palestra Capital Management
New York
$340M +$19.1M +82,400 +6%
URS
279
Utah Retirement Systems
Utah
$339M -$14.3M -61,600 -4%
GC
280
Guggenheim Capital
Illinois
$332M -$51.8M -223,391 -14%
RFC
281
Regions Financial Corp
Alabama
$331M -$2.96M -12,773 -0.9%
ACM
282
Atlanta Capital Management
Georgia
$328M -$17.8M -76,770 -5%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$325M -$17.5M -75,596 -5%
X
284
Xponance
Pennsylvania
$320M -$1.06M -4,577 -0.3%
AI
285
Ariel Investments
Illinois
$319M -$16.2M -69,692 -5%
HTC
286
Haverford Trust Company
Pennsylvania
$317M -$5.48M -23,618 -2%
Mariner
287
Mariner
Kansas
$316M +$33.5M +144,340 +12%
AIM
288
Allen Investment Management
New York
$311M -$10.9M -46,832 -3%
MLICM
289
Metropolitan Life Insurance Company (MetLife)
New York
$308M -$18.1M -77,910 -6%
CAM
290
Close Asset Management
United Kingdom
$308M +$103K +444 +0%
CI
291
Cincinnati Insurance
Ohio
$303M
SOADOR
292
State of Alaska Department of Revenue
Alaska
$302M -$8.75M -37,705 -3%
FFA
293
First Foundation Advisors
California
$301M -$594K -2,561 -0.2%
CBT
294
Capital Bank & Trust
California
$300M +$5.36M +23,092 +2%
Nomura Holdings
295
Nomura Holdings
Japan
$300M +$76.1M +327,965 +33%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$299M -$8.77M -37,791 -3%
Marshall Wace
297
Marshall Wace
United Kingdom
$298M +$37.4M +161,250 +15%
TPSF
298
Texas Permanent School Fund
Texas
$297M -$17.1M -73,612 -6%
DVI
299
Deccan Value Investors
Connecticut
$294M +$13.9M +60,100 +5%
TCM
300
Tybourne Capital Management
Hong Kong
$294M +$19.4M +83,400 +7%

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.