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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
PWM
3151
PBMares Wealth Management
Virginia
$1.86M +$45.2K +195 +3%
PFA
3152
Pathway Financial Advisors
Vermont
$1.86M
SAM
3153
Stewart Asset Management
New York
$1.86M -$261K -1,125 -13%
ACG
3154
Allen Capital Group
Nebraska
$1.85M -$91.2K -393 -5%
SFG
3155
StrategIQ Financial Group
Indiana
$1.85M +$232 +1 +0%
AFS
3156
Aft Forsyth & Sober
Florida
$1.85M +$1.23M +5,300 +208%
BMCM
3157
Bryn Mawr Capital Management
Pennsylvania
$1.84M +$42.5K +183 +2%
OBGC
3158
O'Brien Greene & Co
Pennsylvania
$1.84M -$29K -125 -2%
GIM
3159
Groesbeck Investment Management
New Jersey
$1.84M +$116K +500 +7%
FL
3160
Fort LP
Maryland
$1.83M +$4.41K +19 +0.2%
CCM
3161
Crew Capital Management
Ohio
$1.82M +$1.79M +7,735 New
EA
3162
Emerald Advisors
Washington
$1.8M +$14.4K +62 +0.8%
AWP
3163
Accretive Wealth Partners
New Jersey
$1.8M +$70.8K +305 +4%
SWRP
3164
Summit Wealth & Retirement Planning
California
$1.8M -$40.6K -175 -2%
OIM
3165
Oder Investment Management
California
$1.79M -$96.5K -416 -5%
LWP
3166
Legacy Wealth Planning
Nevada
$1.79M +$5.34K +23 +0.3%
DCM
3167
Dimension Capital Management
Florida
$1.79M -$29.5K -127 -2%
CCM
3168
Conway Capital Management
California
$1.79M
KA
3169
KLCM Advisors
Wisconsin
$1.78M -$65.4K -282 -4%
KAM
3170
Knightsbridge Asset Management
California
$1.78M +$86.5K +373 +5%
AC
3171
Aristides Capital
Kentucky
$1.77M
CCM
3172
Courage Capital Management
Tennessee
$1.77M
AP
3173
Atwood & Palmer
Missouri
$1.77M +$2.55K +11 +0.1%
SFA
3174
Source Financial Advisors
New York
$1.76M +$67.5K +291 +4%
CFG
3175
CMC Financial Group
Georgia
$1.76M -$22.7K -98 -1%

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.