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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
MAM
3601
Marquette Asset Management
Minnesota
$687K
FAN
3602
Financial Advisors Network
California
$684K +$232 +1 +0%
JGC
3603
J. Goldman & Co
New York
$682K +$671K +2,893 New
GTCM
3604
Gyon Technologies Capital Management
New Jersey
$680K -$1.27M -5,467 -65%
OAM
3605
Oberweis Asset Management
Illinois
$679K -$9.28K -40 -1%
AWA
3606
Alaska Wealth Advisors
Alaska
$678K -$16.2K -70 -2%
CWAF
3607
Core Wealth Advisors (Florida)
Florida
$678K +$30.6K +132 +5%
ETS
3608
ESL Trust Services
New York
$677K -$41.8K -180 -6%
HGWM
3609
Horst & Graben Wealth Management
Oregon
$677K +$47.1K +203 +8%
LRIC
3610
Long Road Investment Counsel
Michigan
$675K -$46.4K -200 -7%
DWM
3611
Defined Wealth Management
Oregon
$672K
RRA
3612
Round Rock Advisors
Connecticut
$672K +$172K +741 +35%
BIG
3613
Boothe Investment Group
Delaware
$668K +$36.9K +159 +6%
HCP
3614
Holt Capital Partners
Texas
$667K
CM
3615
Crestline Management
Texas
$666K -$853K -3,675 -57%
WIC
3616
Wilkins Investment Counsel
Massachusetts
$666K -$10.4K -45 -2%
LWA
3617
Lowe Wealth Advisors
Maryland
$665K +$7.89K +34 +1%
EA
3618
Elm Advisors
California
$662K -$24.1K -104 -4%
RL
3619
Ruffer LLP
United Kingdom
$660K -$53.8K -232 -8%
ECM
3620
EMC Capital Management
Texas
$660K
ST
3621
Sageworth Trust
Pennsylvania
$658K -$47.3K -204 -7%
WCWM
3622
Willow Creek Wealth Management
California
$658K -$46.6K -201 -7%
SC
3623
Soundwatch Capital
Connecticut
$656K -$25.3K -109 -4%
CCM
3624
Coe Capital Management
Illinois
$654K -$87K -375 -12%
SPA
3625
Sentinel Pension Advisors
Massachusetts
$654K -$81.7K -352 -11%

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.