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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
BWM
3676
Brickley Wealth Management
California
$576K -$23.7K -102 -4%
SL
3677
Salomon & Ludwin
Virginia
$576K +$115K +494 +25%
HCM
3678
Horrell Capital Management
Arkansas
$568K -$23.2K -100 -4%
MGIM
3679
M&G Investment Management
United Kingdom
$568K -$34.8M -150,055 -6%
BDF
3680
Black Diamond Financial
Maryland
$567K -$9.28K -40 -2%
CAG
3681
Compass Advisory Group
New York
$565K -$100K -433 -15%
NRI
3682
NFP Retirement Inc
California
$563K +$154K +662 +38%
DC
3683
Derby & Company
Massachusetts
$562K
MIM
3684
Martin Investment Management
Florida
$561K
SC
3685
Skylands Capital
Wisconsin
$560K
EP
3686
EPIQ Partners
Minnesota
$555K -$81.2K -350 -13%
PBF
3687
Petix & Botte Financial
California
$555K -$2.78K -12 -0.5%
CIG
3688
Cairn Investment Group
Washington
$553K -$88.4K -381 -14%
NFP
3689
Narus Financial Partners
Utah
$552K +$543K +2,341 New
WHAM
3690
Windmill Hill Asset Management
United Kingdom
$551K
SAM
3691
Sequent Asset Management
Texas
$550K -$8.35K -36 -2%
SWAG
3692
Spectrum Wealth Advisory Group
California
$550K -$6.03K -26 -1%
IWA
3693
IVC Wealth Advisors
Pennsylvania
$549K +$232 +1 +0%
CFP
3694
Curran Financial Partners
South Carolina
$543K +$118K +510 +28%
ACM
3695
Alethea Capital Management
Washington
$542K -$162K -700 -23%
RFO
3696
RiverGlades Family Offices
Florida
$542K
PWM
3697
Praetorian Wealth Management
California
$540K -$6.96K -30 -1%
PC
3698
Prairiewood Capital
North Dakota
$538K -$136K -588 -20%
SCM
3699
Stordahl Capital Management
Colorado
$537K +$46.4K +200 +10%
HTC
3700
Hershey Trust Company
Pennsylvania
$536K

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.