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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
LAM
3351
LifePro Asset Management
California
$1.26M -$451K -1,943 -27%
PA
3352
Planning Alternatives
Michigan
$1.26M -$116K -500 -9%
VIM
3353
Vista Investment Management
Pennsylvania
$1.26M -$16.9K -73 -1%
APC
3354
Aspire Private Capital
North Carolina
$1.25M +$362K +1,560 +42%
RWML
3355
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.24M -$62K -267 -5%
OR
3356
Olympiad Research
Connecticut
$1.24M -$16.2K -70 -1%
BI
3357
Berkeley Inc
Idaho
$1.24M
CAG
3358
Curtis Advisory Group
California
$1.24M +$419K +1,807 +53%
SIM
3359
Sadoff Investment Management
Wisconsin
$1.24M -$35K -151 -3%
DWM
3360
Dorchester Wealth Management
Quebec, Canada
$1.24M +$239K +1,030 +24%
JWA
3361
JFS Wealth Advisors
Pennsylvania
$1.22M -$32.5K -140 -3%
FFA
3362
Freedman Financial Associates
Massachusetts
$1.21M
LWMG
3363
Levy Wealth Management Group
Pennsylvania
$1.21M +$273K +1,175 +30%
DDPIC
3364
Deroy & Devereaux Private Investment Counsel
Michigan
$1.21M +$22.5K +97 +2%
JCM
3365
Jacobsen Capital Management
Utah
$1.21M +$1.19M +5,127 New
NPPM
3366
North Point Portfolio Managers
Ohio
$1.21M +$21.3K +92 +2%
TWM
3367
TriaGen Wealth Management
California
$1.2M -$4.64K -20 -0.4%
AF
3368
Apexium Financial
Texas
$1.2M -$117K -503 -9%
NC
3369
Noked Capital
Israel
$1.2M -$7.06M -30,446 -86%
NI
3370
Noked Israel
Israel
$1.2M -$7.06M -30,446 -86%
OBWP
3371
O'Brien Wealth Partners
Massachusetts
$1.2M -$133K -573 -11%
WEPOG
3372
Wealth Enhancement & Preservation of GA
Georgia
$1.19M -$11.8K -51 -1%
TWM
3373
Triton Wealth Management
Arizona
$1.19M +$4.64K +20 +0.4%
SPP
3374
Single Point Partners
Massachusetts
$1.19M +$288K +1,240 +34%
PWM
3375
PRW Wealth Management
Massachusetts
$1.19M -$85.6K -369 -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.