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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
HI
3176
Human Investing
Oregon
$1.76M -$353K -1,523 -17%
GCA
3177
Genesee Capital Advisors
New York
$1.75M +$121K +522 +8%
LFA
3178
Landmark Financial Advisors
Kentucky
$1.75M -$45K -194 -3%
VCWA
3179
Vanguard Capital Wealth Advisors
Colorado
$1.75M +$702K +3,024 +76%
DA
3180
Detalus Advisors
Missouri
$1.75M -$19.3K -83 -1%
MHR
3181
Matthew Hamilton Rosenberg
$1.75M +$13.5K +58 +0.8%
CAM
3182
Campion Asset Management
Virginia
$1.75M +$1.72M +7,420 New
RVPG
3183
Relative Value Partners Group
$1.74M
FWP
3184
Firethorn Wealth Partners
Georgia
$1.74M +$106K +457 +7%
DOA
3185
D'Orazio & Associates
Virginia
$1.74M -$161K -695 -9%
WC
3186
Westhampton Capital
North Carolina
$1.73M +$58K +250 +4%
TI
3187
Truehand Inc
New Hampshire
$1.73M -$174K -750 -9%
NC
3188
NinePointTwo Capital
California
$1.72M +$122K +525 +8%
COCM
3189
Charter Oak Capital Management
New Hampshire
$1.72M +$17.6K +76 +1%
MS
3190
Maven Securities
Jersey
$1.71M -$2.2M -9,470 -42%
TLCM
3191
Twin Lakes Capital Management
California
$1.71M +$46.9K +202 +3%
NEWAS
3192
N.E.W. Advisory Services
Wisconsin
$1.7M +$166K +716 +11%
EWA
3193
ERTS Wealth Advisors
Michigan
$1.7M -$64.5K -278 -4%
CA
3194
Cortland Associates
Missouri
$1.7M +$1.39K +6 +0.1%
MCM
3195
Magnolia Capital Management
New York
$1.7M +$85.8K +370 +5%
F
3196
F3Logic
Minnesota
$1.7M -$127K -549 -7%
FAG
3197
Financial Advisory Group
Texas
$1.69M -$50.8K -219 -3%
D
3198
Diversified
Delaware
$1.69M -$18.1K -78 -1%
RIS
3199
Retirement Income Solutions
Michigan
$1.69M +$232 +1 +0%
CA
3200
CGN Advisors
Kansas
$1.69M -$9.51K -41 -0.6%

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.