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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
VFM
3301
Viking Fund Management
North Dakota
$1.42M +$1.39M +6,000 New
CWM
3302
Curi Wealth Management
North Carolina
$1.41M -$5.8K -25 -0.4%
WWMSC
3303
Wagner Wealth Management (South Carolina)
South Carolina
$1.41M +$23.2K +100 +2%
FNC
3304
First National Corp
Massachusetts
$1.41M +$67.1K +289 +5%
TF
3305
TimeScale Financial
Massachusetts
$1.4M -$74.2K -320 -5%
AFA
3306
American Financial Advisors
Georgia
$1.4M -$464 -2 -0%
OWM
3307
Orgel Wealth Management
Wisconsin
$1.4M +$32.5K +140 +2%
SWP
3308
Summit Wealth Partners
Florida
$1.4M -$103K -442 -7%
CP
3309
Coho Partners
Pennsylvania
$1.39M -$113K -487 -8%
IMA
3310
Investment Management Associates
Colorado
$1.39M +$767K +3,306 +128%
CMBA
3311
C.M. Bidwell & Associates
Hawaii
$1.39M +$105K +453 +8%
PCH
3312
PGIM Custom Harvest
New Jersey
$1.39M +$726K +3,130 +117%
Verition Fund Management
3313
Verition Fund Management
Connecticut
$1.38M -$98.7M -425,487 -99%
HIM
3314
Hillsdale Investment Management
Ontario, Canada
$1.38M -$102K -440 -7%
ACP
3315
Aveo Capital Partners
Colorado
$1.38M +$1.07M +4,621 +375%
AF
3316
AtlasMark Financial
Texas
$1.38M
CFS
3317
Capital Financial Services
New York
$1.38M +$3.48K +15 +0.3%
TWM
3318
Tolleson Wealth Management
Texas
$1.37M
CI
3319
Cavalier Investments
Georgia
$1.36M +$76.3K +329 +6%
CCFM
3320
Clear Creek Financial Management
Washington
$1.36M -$5.77M -24,860 -83%
XWM
3321
Xcel Wealth Management
Florida
$1.36M +$94.2K +406 +8%
SMC
3322
S. Muoio & Co
New York
$1.35M -$69.6K -300 -5%
CNBT
3323
Cornerstone National Bank & Trust
Illinois
$1.35M -$2.78K -12 -0.2%
HPC
3324
Hobart Private Capital
North Carolina
$1.35M -$7.89K -34 -0.6%
CCM
3325
Check Capital Management
California
$1.34M -$9.28K -40 -0.7%

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.