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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
TW
3526
Towerpoint Wealth
California
$851K +$4.41K +19 +0.5%
TAIM
3527
TD Ameritrade Investment Management
Nebraska
$850K
FPWM
3528
FSB Premier Wealth Management
Iowa
$849K -$124K -536 -13%
CFSG
3529
Clark Financial Services Group
Missouri
$848K +$835K +3,597 New
SL
3530
Savior LLC
Massachusetts
$847K -$242K -1,044 -23%
HPCM
3531
Hunter Perkins Capital Management
Illinois
$846K -$3.7M -15,928 -82%
GC
3532
Giverny Capital
Quebec, Canada
$844K
GRQ
3533
Gardner Russo & Quinn
Pennsylvania
$843K -$11.6K -50 -1%
PPWP
3534
Proquility Private Wealth Partners
Nevada
$842K +$203K +875 +32%
LFGH
3535
Lee Financial Group Hawaii
Hawaii
$840K -$5.44M -23,446 -87%
APWM
3536
Atlas Private Wealth Management
New York
$836K -$240K -1,034 -23%
MFT
3537
Moisand Fitzgerald Tamayo
Florida
$836K -$8.35K -36 -1%
CCM
3538
Colorado Capital Management
Colorado
$832K +$157K +678 +24%
MTIM
3539
Marathon Trading Investment Management
Pennsylvania
$831K -$963K -4,150 -54%
PS
3540
Planned Solutions
California
$828K +$269K +1,161 +49%
TWM
3541
Trinity Wealth Management
Pennsylvania
$827K +$9.28K +40 +1%
BA
3542
Bridge Advisory
California
$826K -$358K -1,544 -31%
ACM
3543
Avalon Capital Management
California
$825K -$58K -250 -7%
FWSM
3544
First Wilshire Securities Management
California
$825K -$34.8K -150 -4%
SHWM
3545
Silicon Hills Wealth Management
Texas
$823K +$464 +2 +0.1%
IWP
3546
Innova Wealth Partners
Pennsylvania
$822K +$11.6K +50 +1%
EARNEST Partners
3547
EARNEST Partners
Georgia
$821K
CWA
3548
Capital Wealth Alliance
Arizona
$818K +$19.3K +83 +2%
WFAG
3549
Wescott Financial Advisory Group
Pennsylvania
$815K +$496K +2,137 +162%
IWA
3550
Inspirion Wealth Advisors
Illinois
$813K +$71.2K +307 +10%

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.