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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
TCB
3251
Texas Capital Bancshares
Texas
$1.54M +$586K +2,525 +63%
HFAS
3252
Hummer Financial Advisory Services
Illinois
$1.54M
BWM
3253
Birchcreek Wealth Management
Ohio
$1.54M +$6.03K +26 +0.4%
RBC
3254
Roble Belko & Company
Pennsylvania
$1.54M +$29.7K +128 +2%
VFG
3255
V2 Financial group
Illinois
$1.54M +$46.4K +200 +3%
SEP
3256
Southland Equity Partners
Missouri
$1.54M +$128K +551 +9%
AL
3257
ADE LLC
Maryland
$1.53M -$10.9K -47 -0.7%
TC
3258
TAP Consulting
Missouri
$1.52M +$2.09K +9 +0.1%
CWM
3259
Cedar Wealth Management
California
$1.52M +$73.1K +315 +5%
MWM
3260
Midwest Wealth Management
Indiana
$1.52M +$146K +631 +11%
FCFC
3261
First Citizens Financial Corp
Iowa
$1.52M +$8.35K +36 +0.6%
EWM
3262
Elmwood Wealth Management
California
$1.51M +$1.49M +6,411 New
DSN
3263
D. Scott Neal
Kentucky
$1.51M
RCA
3264
Reitz Capital Advisors
Michigan
$1.51M +$29K +125 +2%
SIS
3265
Sound Income Strategies
Florida
$1.51M +$225K +968 +18%
MWM
3266
Mascoma Wealth Management
New Hampshire
$1.51M +$357K +1,540 +32%
NS
3267
Newman & Schimel
Illinois
$1.5M +$659K +2,840 +80%
KOC
3268
Koss-Olinger Consulting
Florida
$1.5M +$1.48M +6,370 New
POIA
3269
Pin Oak Investment Advisors
Texas
$1.5M -$143K -616 -9%
DCM
3270
Driehaus Capital Management
Illinois
$1.5M +$159K +685 +12%
IIM
3271
Ironwood Investment Management
Massachusetts
$1.49M +$185K +799 +14%
UFA
3272
US Financial Advisors
Massachusetts
$1.49M -$9.98K -43 -0.7%
RCC
3273
Red Cedar Capital
Nebraska
$1.49M +$1.86K +8 +0.1%
FWA
3274
FOCUS Wealth Advisors
Texas
$1.49M -$60.1K -259 -4%
HR
3275
Hardy Reed
Mississippi
$1.49M -$4.64K -20 -0.3%

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.