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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
MU
326
Mirova US
Massachusetts
$256M +$37.5M +161,608 +18%
BPC
327
Banque Pictet & Cie
Switzerland
$254M +$2.67M +11,518 +1%
EPFB
328
Employees Provident Fund Board
Malaysia
$254M -$30.2M -130,238 -11%
JWBC
329
John W. Bristol & Co
New York
$252M +$4.12M +17,777 +2%
EAM
330
Eagle Asset Management
Florida
$251M +$199M +857,450 +483%
GIM
331
Generation Investment Management
United Kingdom
$250M -$527K -2,270 -0.2%
TAF
332
Tredje AP-fonden
Sweden
$247M -$8.35M -36,000 -3%
MA
333
MUFG Americas
New York
$247M -$60.4M -260,114 -20%
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$245M +$8.97M +38,660 +4%
SAM
335
Shell Asset Management
Netherlands
$242M -$2.65M -11,404 -1%
PC
336
PointState Capital
New York
$242M -$114M -491,744 -32%
SI
337
Scharf Investments
California
$239M -$11.2M -48,280 -5%
EWM
338
Evercore Wealth Management
New York
$238M +$3.25M +14,004 +1%
MOACM
339
Mutual of America Capital Management
New York
$238M +$4.78M +20,581 +2%
CRM
340
Cardano Risk Management
Netherlands
$237M -$775K -3,339 -0.3%
MNG
341
Manning & Napier Group
New York
$237M +$41.1M +177,330 +21%
ASC
342
Atalanta Sosnoff Capital
New York
$237M -$10.4M -44,910 -4%
CIC
343
Chilton Investment Company
Connecticut
$237M -$26.2M -112,955 -10%
CFB
344
Cullen/Frost Bankers
Texas
$237M +$1.09M +4,712 +0.5%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$236M -$594K -2,561 -0.3%
BC
346
Bartlett & Co
Ohio
$236M -$594K -2,561 -0.3%
Two Sigma Investments
347
Two Sigma Investments
New York
$233M +$41.3M +178,184 +22%
TRCT
348
Tower Research Capital (TRC)
New York
$229M +$179M +769,448 +378%
AP
349
Antipodes Partners
Australia
$229M +$24.2M +104,377 +12%
RPI
350
Railway Pension Investments
United Kingdom
$229M +$1.26M +5,436 +0.6%

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.