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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
WLPWM
3226
Walled Lake Planning & Wealth Management
Illinois
$1.61M +$1.39K +6 +0.1%
FIM
3227
Fernwood Investment Management
Massachusetts
$1.61M +$35K +151 +2%
WFM
3228
Wolff Financial Management
Michigan
$1.6M +$31.6K +136 +2%
CCA
3229
Clearwater Capital Advisors
Illinois
$1.6M +$63.1K +272 +4%
RTS
3230
Round Table Services
New Jersey
$1.59M +$328K +1,414 +26%
LA
3231
Latitude Advisors
Florida
$1.59M +$50.8K +219 +3%
AAM
3232
Alken Asset Management
United Kingdom
$1.59M -$232K -1,000 -13%
RPA
3233
Rock Point Advisors
Vermont
$1.59M -$50.6K -218 -3%
NIP
3234
Nicholas Investment Partners
California
$1.58M -$2.83M -12,218 -65%
AMG
3235
Asset Management Group
Connecticut
$1.58M +$2.55K +11 +0.2%
OWA
3236
Opal Wealth Advisors
New York
$1.57M +$134K +579 +9%
IWAG
3237
Integer Wealth Advisors Group
Georgia
$1.57M
JWM
3238
Janiczek Wealth Management
Colorado
$1.57M +$206K +889 +15%
APTFM
3239
AGUR Provident & Training Funds Management
Israel
$1.57M +$25.1M +108,092 +385%
BFS
3240
Bickling Financial Services
Massachusetts
$1.56M +$305K +1,316 +25%
KIG
3241
Kowal Investment Group
Wisconsin
$1.56M -$67.5K -291 -4%
CWA
3242
Clarity Wealth Advisors
California
$1.56M -$47.3K -204 -3%
EWP
3243
Engrave Wealth Partners
Texas
$1.56M -$464 -2 -0%
MA
3244
Mosaic Advisors
Texas
$1.56M +$700K +3,019 +84%
KPWG
3245
KFA Private Wealth Group
Virginia
$1.55M +$176K +759 +13%
TIA
3246
Traphagen Investment Advisors
New Jersey
$1.55M +$114K +492 +8%
DIA
3247
Dean Investment Associates
Ohio
$1.54M -$123K -532 -8%
GCP
3248
Gill Capital Partners
Colorado
$1.54M +$91K +392 +6%
NL
3249
Navalign LLC
California
$1.54M +$1.52M +6,541 New
SAS
3250
Stelac Advisory Services
New York
$1.54M -$275K -1,184 -15%

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.