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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
SAM
351
Silvercrest Asset Management
New York
$226M +$2.51M +10,837 +1%
AI
352
Axiom Investors
Connecticut
$225M -$56.1M -241,585 -20%
SCM
353
Shelton Capital Management
Colorado
$225M +$103M +442,047 +87%
COPPSERS
354
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$222M -$328K -1,412 -0.1%
AAM
355
Advisors Asset Management
Colorado
$222M -$16.4M -70,690 -7%
HIIFS
356
Harel Insurance Investments & Financial Services
Israel
$218M +$59.7M +257,180 +45%
CFC
357
Cincinnati Financial Corp
Ohio
$218M
DCM
358
Dorsal Capital Management
California
$218M +$39.4M +170,000 +23%
SDIC
359
South Dakota Investment Council
South Dakota
$216M +$3.48M +15,006 +2%
IMPI
360
Ilmarinen Mutual Pension Insurance
Finland
$215M +$8.12M +35,000 +4%
WF
361
Welch & Forbes
Massachusetts
$214M -$1.99M -8,575 -0.9%
CTC (Chicago Trading Company)
362
CTC (Chicago Trading Company)
Illinois
$213M -$2.86M -12,317 -1%
MG
363
Meritage Group
California
$213M -$32.7K -141 -0%
WIM
364
Waverton Investment Management
United Kingdom
$213M +$3.96M +17,081 +2%
CAM
365
Crake Asset Management
United Kingdom
$211M +$23.8M +102,500 +13%
GCM
366
Gladstone Capital Management
United Kingdom
$208M -$31.1M -134,248 -13%
FWCM
367
Ferguson Wellman Capital Management
Oregon
$203M -$31.5M -135,828 -14%
FT
368
Fiduciary Trust
Massachusetts
$202M -$4.76M -20,513 -2%
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$201M -$7.24M -31,208 -4%
HHAA
370
Henry H. Armstrong Associates
Pennsylvania
$200M -$758K -3,266 -0.4%
GG
371
Gofen & Glossberg
Illinois
$200M +$1.73M +7,475 +0.9%
BMO
372
Beck Mack & Oliver
New York
$199M -$12.2M -52,789 -6%
KCM
373
Kensico Capital Management
Connecticut
$196M -$282M -1,215,200 -59%
VNIM
374
Vaughan Nelson Investment Management
Texas
$195M -$47.7M -205,563 -20%
CLOS
375
Compagnie Lombard Odier SCmA
Switzerland
$194M +$4.87M +20,998 +3%

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.