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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
LC
3076
Landaas & Company
Wisconsin
$2.11M +$143K +618 +7%
PCM
3077
Pointe Capital Management
Michigan
$2.11M +$27.6K +119 +1%
AA
3078
Advisory Alpha
Michigan
$2.11M +$196K +846 +10%
MAG
3079
MRA Advisory Group
New Jersey
$2.09M +$10.7K +46 +0.5%
CPA
3080
Cowen Prime Advisors
New York
$2.09M
MA
3081
Mezzasalma Advisors
New Jersey
$2.09M
SAF
3082
Smith Anglin Financial
Texas
$2.08M +$107K +462 +6%
RWP
3083
Ridgecrest Wealth Partners
California
$2.07M +$2.04M +8,790 New
RCM
3084
Requisite Capital Management
Texas
$2.07M -$208K -897 -9%
AWP
3085
Abacus Wealth Partners
California
$2.07M +$385K +1,659 +23%
NA
3086
Nottingham Advisors
New York
$2.06M -$54.8K -236 -3%
AP
3087
Adero Partners
California
$2.06M +$698K +3,009 +52%
BBHBI
3088
B, B, H, & B Inc
Alabama
$2.06M +$32.3K +139 +2%
HFA
3089
Hoover Financial Advisors
Pennsylvania
$2.06M +$11.8K +51 +0.6%
CAM
3090
CenterStar Asset Management
Illinois
$2.06M
AWAP
3091
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.06M -$11.4K -49 -0.6%
FWM
3092
Focused Wealth Management
New York
$2.05M +$26.9K +116 +1%
EIG
3093
Ellenbecker Investment Group
Wisconsin
$2.05M +$84.5K +364 +4%
ICP
3094
Interchange Capital Partners
Pennsylvania
$2.05M -$251K -1,081 -12%
GWA
3095
GGM Wealth Advisors
Maryland
$2.05M -$6.03K -26 -0.3%
ACM
3096
AlphaStar Capital Management
North Carolina
$2.05M +$424K +1,826 +27%
WCM
3097
WealthBridge Capital Management
Ohio
$2.05M -$26.2K -113 -1%
TCPWM
3098
Traverso Chambers Private Wealth Management
California
$2.05M +$32.7K +141 +2%
TCM
3099
Towercrest Capital Management
Pennsylvania
$2.04M -$7.66K -33 -0.4%
EDRIA
3100
Edmonds Duncan Registered Investment Advisors
Kansas
$2.04M -$302K -1,300 -13%

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.