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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
Vontobel Holding
301
Vontobel Holding
Switzerland
$293M -$10.2M -44,146 -3%
CII
302
Capital International Inc
California
$293M -$21.8M -94,025 -7%
WBC
303
Westpac Banking Corp
Australia
$290M +$99.8K +430 +0%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$286M +$21.2M +91,175 +8%
LCP
305
LGT Capital Partners
Switzerland
$286M +$10.4M +44,893 +4%
Jacobs Levy Equity Management
306
Jacobs Levy Equity Management
New Jersey
$284M -$124M -533,714 -31%
SLAM
307
Swiss Life Asset Management
$283M -$553K -2,382 -0.2%
DC
308
Davenport & Co
Virginia
$282M +$11.7M +50,292 +4%
MC
309
Maverick Capital
Texas
$282M -$56.4M -243,103 -17%
NAM
310
Nissay Asset Management
Japan
$282M -$7.15M -30,825 -3%
MCM
311
Marsico Capital Management
Colorado
$282M +$11.7M +50,349 +4%
UCFA
312
United Capital Financial Advisors
Texas
$281M -$466K -2,007 -0.2%
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$281M +$29.6M +127,452 +12%
Holocene Advisors
314
Holocene Advisors
New York
$280M +$249M +1,072,684 +928%
SC
315
SRB Corp
Massachusetts
$280M +$636K +2,742 +0.2%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$277M +$14.7M +63,508 +6%
HNB
317
Huntington National Bank
Ohio
$277M -$1.36M -5,883 -0.5%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$274M +$9.28M +39,985 +4%
DCP
319
Darsana Capital Partners
New York
$271M +$267M +1,150,000 New
RCMU
320
Rokos Capital Management (UK)
United Kingdom
$271M +$192M +829,063 +259%
ERSOT
321
Employees Retirement System of Texas
Texas
$266M -$2.55M -11,000 -1%
Rafferty Asset Management
322
Rafferty Asset Management
New York
$265M -$17.4M -74,982 -6%
DILIC
323
Dai-ichi Life Insurance Company
Japan
$263M -$11.6M -49,883 -4%
LNWTC
324
Laird Norton Wetherby Trust Company
Washington
$261M +$344K +1,484 +0.1%
PGEBT
325
Pactiv General Employee Benefit Trust
Illinois
$257M

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.