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Microsoft

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
CAM
3476
Crestone Asset Management
Colorado
$982K +$46.4K +200 +5%
MWP
3477
Meridian Wealth Partners
Pennsylvania
$977K +$24.8K +107 +3%
WCM
3478
Windsor Capital Management
Arizona
$976K -$24.6K -106 -2%
TF
3479
TLWM Financial
Texas
$976K +$37.1K +160 +4%
SC
3480
Shay Capital
New York
$969K +$159K +685 +20%
OWM
3481
Opes Wealth Management
California
$966K +$30.9K +133 +3%
FWM
3482
FSA Wealth Management
Massachusetts
$958K -$174K -748 -16%
AWM
3483
Act Wealth Management
Texas
$957K -$68.2K -294 -7%
KBFS
3484
Kohmann Bosshard Financial Services
Ohio
$957K -$4.64K -20 -0.5%
TC
3485
Tacita Capital
Ontario, Canada
$957K
NVIM
3486
New Vernon Investment Management
Illinois
$953K
TFCP
3487
Twin Focus Capital Partners
Massachusetts
$951K +$4.18K +18 +0.4%
TCMP
3488
Thrive Capital Management (Pennsylvania)
Pennsylvania
$948K +$280K +1,205 +43%
CC
3489
Criteria Caixa
Spain
$943K
SM
3490
Southport Management
Wyoming
$943K +$928K +4,000 New
HWM
3491
Howard Wealth Management
Connecticut
$943K -$14.8K -64 -2%
WCM
3492
Windham Capital Management
Massachusetts
$943K
GPCM
3493
Granite Point Capital Management
Massachusetts
$943K +$928K +4,000 New
HFP
3494
Holistic Financial Partners
Indiana
$941K -$52K -224 -5%
BCA
3495
Biltmore Capital Advisors
New Jersey
$941K +$208K +898 +29%
CWM
3496
Cahaba Wealth Management
Georgia
$940K -$111K -480 -11%
HIS
3497
Harvest Investment Services
Illinois
$938K +$61.7K +266 +7%
AM
3498
Ampfield Management
New York
$938K +$923K +3,978 New
SPAS
3499
Spectrum Planning & Advisory Services
California
$937K +$232 +1 +0%
CS
3500
Capital Square
Tennessee
$928K +$46.6K +201 +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.