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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
WJA
3451
Willis Johnson & Associates
Texas
$1.03M +$36K +155 +4%
AA
3452
ACT Advisors
North Carolina
$1.03M
BWM
3453
BCGM Wealth Management
Indiana
$1.03M -$61.7K -266 -6%
BHWA
3454
Beacon Harbor Wealth Advisors
Virginia
$1.03M
TA
3455
TrueWealth Advisors
Alabama
$1.02M +$139K +598 +18%
FA
3456
Fountainhead AM
New Jersey
$1.02M -$131K -566 -12%
CCMW
3457
Cypress Capital Management (Wyoming)
Wyoming
$1.02M -$11.4K -49 -1%
AWM
3458
Accel Wealth Management
Iowa
$1.02M +$56.4K +243 +6%
AC
3459
Apogem Capital
New York
$1.02M -$280K -1,208 -22%
CI
3460
CAZ Investments
Texas
$1.01M
ACA
3461
Ackerman Capital Advisors
Texas
$1.01M +$626K +2,700 +169%
EE
3462
EWG Elevate
California
$1.01M +$2.09K +9 +0.2%
HCA
3463
Heck Capital Advisors
Wisconsin
$1.01M -$25.5K -110 -3%
LAI
3464
Legal Advantage Investments
California
$1M
PCA
3465
Private Capital Advisors
Connecticut
$1M
RW
3466
RVW Wealth
California
$1M +$91.2K +393 +16%
BEI
3467
Benjamin Edwards Inc
Missouri
$997K -$140K -604 -13%
BA
3468
Bridgewater Associates
Connecticut
$994K -$33.7M -145,049 -97%
SWP
3469
ShoreHaven Wealth Partners
New Jersey
$994K +$62.9K +271 +7%
UWPG
3470
Ullmann Wealth Partners Group
Florida
$992K -$58.5K -252 -6%
XSC
3471
X-Square Capital
Puerto Rico
$991K -$370K -1,594 -28%
BWA
3472
Beam Wealth Advisors
Louisiana
$991K +$22.5K +97 +2%
MAWCM
3473
Mine & Arao Wealth Creation & Management
California
$991K +$34.8K +150 +4%
AWMG
3474
Alliance Wealth Management Group
New Jersey
$986K -$7.66K -33 -0.8%
SIAG
3475
Safeguard Investment Advisory Group
California
$983K +$8.59K +37 +0.9%

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.