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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
SCP
3026
Shorepoint Capital Partners
Massachusetts
$2.3M -$341K -1,471 -13%
BSSFA
3027
Baron Silver Stevens Financial Advisors
Florida
$2.3M +$20.6K +89 +0.9%
OWM
3028
OneAscent Wealth Management
Alabama
$2.3M -$1.13M -4,871 -33%
PBT
3029
Pictet Bank & Trust
Bahamas
$2.3M -$464K -2,000 -17%
PCMC
3030
Private Capital Management (Colorado)
Colorado
$2.29M -$322K -1,389 -13%
GAM
3031
Gould Asset Management
California
$2.29M -$36K -155 -2%
5L
3032
55I LLC
Massachusetts
$2.28M +$271K +1,167 +14%
DAM
3033
Doheny Asset Management
California
$2.27M -$78.2K -337 -3%
PIA
3034
Pinion Investment Advisors
Kansas
$2.27M +$49.2K +212 +2%
AIA
3035
Alera Investment Advisors
Illinois
$2.26M -$50.1K -216 -2%
HAC
3036
Harbor Advisory Corp
New Hampshire
$2.26M +$66.1K +285 +3%
TWM
3037
Titus Wealth Management
California
$2.26M +$195K +840 +10%
TFO
3038
Tarbox Family Office
California
$2.26M +$90.5K +390 +4%
PFC
3039
Phocas Financial Corp
California
$2.26M +$523K +2,255 +31%
MCAI
3040
Members Capital Advisors Inc
Wisconsin
$2.25M
SCP
3041
Sandhill Capital Partners
New York
$2.25M +$68K +293 +3%
VAM
3042
Verity Asset Management
North Carolina
$2.25M +$296K +1,274 +15%
OFA
3043
Oak Family Advisors
Illinois
$2.25M +$212K +915 +11%
GSIS
3044
Global Strategic Investment Solutions
Arizona
$2.24M +$358K +1,543 +19%
VWA
3045
VERITY Wealth Advisors
United States
$2.23M
APW
3046
Acima Private Wealth
Virginia
$2.23M -$616K -2,654 -22%
OFW
3047
Omnia Family Wealth
Florida
$2.22M -$8.35K -36 -0.4%
SFG
3048
Sowa Financial Group
Rhode Island
$2.22M
FAM
3049
Flaharty Asset Management
Florida
$2.22M +$70.5K +304 +3%
MA
3050
MJP Associates
Connecticut
$2.22M +$142K +614 +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.