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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
CWA
3001
Clearview Wealth Advisors
Oregon
$2.41M +$928 +4 +0%
KFS
3002
Kaizen Financial Strategies
California
$2.4M +$180K +774 +8%
DM
3003
Diker Management
New York
$2.39M
MWPCG
3004
Measured Wealth Private Client Group
New Hampshire
$2.39M +$173K +747 +8%
AI
3005
Atom Investors
Texas
$2.39M -$10.3M -44,379 -81%
SCM
3006
Sterneck Capital Management
Missouri
$2.38M -$6.03K -26 -0.3%
HHAM
3007
HITE Hedge Asset Management
Massachusetts
$2.38M
LK
3008
Lumbard & Kellner
New Hampshire
$2.38M +$76.6K +330 +3%
AIP
3009
Ahrens Investment Partners
Louisiana
$2.38M -$151K -650 -6%
SMA
3010
Sage Mountain Advisors
Georgia
$2.38M +$639K +2,755 +38%
SWIG
3011
Strategic Wealth Investment Group
Kentucky
$2.37M +$361K +1,555 +18%
AFS
3012
Access Financial Services
Minnesota
$2.37M -$36.4K -157 -2%
SDH
3013
Sloy Dahl & Holst
Washington
$2.37M +$25.3K +109 +1%
AP
3014
Americana Partners
Texas
$2.36M +$87.2K +376 +4%
AIFAIM
3015
American Institute for Advanced Investment Management
Arizona
$2.36M -$63.6K -274 -3%
CLC
3016
Charles-Lim Capital
Hong Kong
$2.36M +$2.32M +10,000 New
NG
3017
NWK Group
California
$2.35M -$506K -2,181 -18%
AWM
3018
Adams Wealth Management
Utah
$2.35M -$69.4K -299 -3%
BWM
3019
BigSur Wealth Management
Florida
$2.35M -$433K -1,865 -16%
RWG
3020
Regal Wealth Group
California
$2.34M +$232 +1 +0%
AFA
3021
Atlanta Financial Associates
Georgia
$2.33M
GAMC
3022
Garner Asset Management Corp
Texas
$2.33M -$190K -820 -8%
RC
3023
RBO & Co
California
$2.32M +$54.5K +235 +2%
BI
3024
Blooom Inc
Kansas
$2.32M +$390K +1,681 +20%
HFG
3025
Heron Financial Group
New York
$2.31M +$94K +405 +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.