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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
GHAM
3126
Gilman Hill Asset Management
Connecticut
$1.95M +$205K +884 +12%
FDS
3127
First Dallas Securities
Texas
$1.95M +$135K +580 +8%
MLFP
3128
MPS Loria Financial Planners
Illinois
$1.95M +$2.09K +9 +0.1%
BIP
3129
Blueprint Investment Partners
North Carolina
$1.95M +$1.91M +8,245 +137,417%
WSC
3130
White Square Capital
United Kingdom
$1.94M +$1.9M +8,210 New
CCB
3131
Cutter & Co Brokerage
Missouri
$1.92M -$91.2K -393 -5%
LMAM
3132
Legg Mason Asset Management
Japan
$1.92M -$421K -1,815 -18%
CGH
3133
CMG Global Holdings
Texas
$1.92M +$1.89M +8,137 New
FWM
3134
Foresight Wealth Management
Utah
$1.92M -$38.7K -167 -2%
EF
3135
Empowered Funds
Pennsylvania
$1.92M
BDWCC
3136
B&D White Capital Company
Texas
$1.91M +$405K +1,745 +27%
SIMM
3137
Stillwater Investment Management (Minnesota)
Minnesota
$1.9M -$36.4K -157 -2%
SIC
3138
SFE Investment Counsel
California
$1.9M -$4.64K -20 -0.2%
LWP
3139
Lumature Wealth Partners
Georgia
$1.9M +$181K +781 +11%
FNBSF
3140
First National Bank Sioux Falls
South Dakota
$1.9M +$20.6K +89 +1%
CHA
3141
Cooper/Haims Advisors
New York
$1.9M +$313K +1,348 +20%
ACWM
3142
Adams Chetwood Wealth Management
North Carolina
$1.89M -$168K -725 -8%
PWM
3143
Purus Wealth Management
California
$1.89M +$27.6K +119 +2%
CG
3144
Corundum Group
Colorado
$1.89M -$1.16K -5 -0.1%
VFPI
3145
Vantage Financial Partners (Illinois)
Illinois
$1.88M -$213K -919 -10%
WCM
3146
Washburn Capital Management
Florida
$1.88M -$130K -559 -7%
PWM
3147
Peterson Wealth Management
Nevada
$1.88M -$451K -1,945 -20%
WIC
3148
WealthBridge Investment Counsel
Alberta, Canada
$1.87M +$104K +450 +6%
BAM
3149
Baldrige Asset Management
Pennsylvania
$1.87M +$3.25K +14 +0.2%
DLG
3150
Daniel L. Goodwin
$1.87M +$37.1K +160 +2%

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.