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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
CWM
3626
Cranbrook Wealth Management
Michigan
$654K +$30.9K +133 +5%
3F
3627
360 Financial
Minnesota
$653K +$55.2K +238 +9%
KFS
3628
Kelly Financial Services
Massachusetts
$653K -$464 -2 -0.1%
PFT
3629
Providence First Trust
Arizona
$652K -$4.05M -17,473 -86%
Nisa Investment Advisors
3630
Nisa Investment Advisors
Missouri
$645K -$29.4M -126,607 -4%
BWLSA
3631
Blue Water Life Science Advisors
California
$643K
CPW
3632
Catalyst Private Wealth
California
$638K +$215K +925 +52%
FMP
3633
Financial Management Professionals
Texas
$637K +$1.62K +7 +0.3%
SI
3634
Shaker Investments
Ohio
$637K +$117K +503 +23%
CF
3635
Copperwynd Financial
Arizona
$634K +$67.3K +290 +12%
BG
3636
Benedetti & Gucer
Georgia
$626K +$616K +2,655 New
FS
3637
Ferguson Shapiro
Georgia
$625K +$31.6K +136 +5%
TPW
3638
TL Private Wealth
Texas
$620K -$46.6K -201 -8%
OFS
3639
Oldfather Financial Services
Nebraska
$620K
WWM
3640
WJ Wealth Management
Arizona
$619K -$1.16K -5 -0.2%
AIG
3641
American International Group
New York
$618K -$18.6M -80,258 -3%
EPWM
3642
Essex Private Wealth Management
Massachusetts
$616K +$20.4K +88 +3%
AWA
3643
ARQ Wealth Advisors
Arizona
$614K -$28.8K -124 -5%
SWA
3644
Sightline Wealth Advisors
Connecticut
$614K -$6.26K -27 -1%
AL
3645
Arnhold LLC
New York
$613K
FPIS
3646
Financial Planning & Information Services
Wisconsin
$613K +$12.5K +54 +2%
PWP
3647
Personal Wealth Partners
Minnesota
$609K +$58K +250 +11%
PCFFS
3648
Pacific Center for Financial Services
California
$608K -$14.2K -61 -2%
NP
3649
Ninepoint Partners
Ontario, Canada
$607K +$14.2K +61 +2%
TFIPS
3650
Towarzystwo Funduszy Inwestycyjnych PZU SA
$607K -$26.7K -115 -4%

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.