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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
TFA
3376
Trinity Financial Advisors
Ohio
$1.19M -$16.9K -73 -1%
ACM
3377
Ascendant Capital Management
California
$1.18M -$162K -700 -12%
ARG
3378
Advisory Resource Group
Oklahoma
$1.18M
OIM
3379
Opus Investment Management
Massachusetts
$1.18M
PAWC
3380
P.A.W. Capital
Connecticut
$1.18M
BMCM
3381
Burns Matteson Capital Management
New York
$1.18M +$45.2K +195 +4%
P
3382
Palladiem
Pennsylvania
$1.18M -$194K -837 -14%
PI
3383
Pachira Investments
California
$1.17M +$640K +2,758 +124%
TI
3384
Truepoint Inc
Ohio
$1.17M -$36.7K -158 -3%
GCP
3385
GSA Capital Partners
United Kingdom
$1.17M -$887K -3,821 -43%
EWF
3386
Epstein & White Financial
California
$1.17M -$14.4K -62 -1%
OWA
3387
One Wealth Advisors
California
$1.16M +$215K +928 +23%
ODG
3388
O'Dell Group
Ohio
$1.16M -$29.2K -126 -2%
CIA
3389
Compass Ion Advisors
Pennsylvania
$1.15M +$66.4K +286 +6%
LFA
3390
Lighthouse Financial Advisors
Maryland
$1.15M -$65.4K -282 -5%
RPGK
3391
Retirement Planning Group (Kansas)
Kansas
$1.15M +$10.9K +47 +1%
FP
3392
Foundry Partners
Minnesota
$1.15M
P
3393
&Partners
Tennessee
$1.14M +$198K +855 +21%
KCM
3394
Kathmere Capital Management
Pennsylvania
$1.14M +$390K +1,682 +53%
BC
3395
Blackcrane Capital
Washington
$1.14M +$62.9K +271 +6%
WFC
3396
Western Financial Corp
California
$1.14M +$65.2K +281 +6%
AWM
3397
Activest Wealth Management
Florida
$1.14M +$1.12M +4,816 New
CM
3398
Caption Management
Oklahoma
$1.13M
CIA
3399
CSat Investment Advisory
Michigan
$1.13M +$256K +1,103 +30%
VBFP
3400
Valtinson Bruner Financial Planning
Minnesota
$1.13M -$7.42K -32 -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.