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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
MWM
3726
MBE Wealth Management
Wisconsin
$496K -$6.73K -29 -1%
DA
3727
Doliver Advisors
Texas
$488K +$159K +685 +49%
PWC
3728
PYA Waltman Capital
Tennessee
$485K
PFC
3729
Poplar Forest Capital
California
$484K -$371K -1,600 -44%
EMG
3730
Ellington Management Group
Connecticut
$483K +$16K +69 +3%
IDA
3731
Intelligence Driven Advisers
California
$480K -$132K -568 -22%
MFA
3732
McClarren Financial Advisors
Pennsylvania
$478K -$95.1K -410 -17%
WRM
3733
Weybosset Research & Management
Rhode Island
$477K +$470K +2,025 New
RWG
3734
Ratio Wealth Group
Colorado
$476K +$6.03K +26 +1%
SCA
3735
Stuart Chaussee & Associates
California
$474K +$53.8K +232 +13%
AI
3736
ArchPoint Investors
Florida
$472K
OMC
3737
Oasis Management Company
Cayman Islands
$472K
ONGA
3738
O'Neil Global Advisors
California
$472K +$464K +2,000 New
VCG
3739
Vantage Consulting Group
Virginia
$468K +$122K +525 +36%
KWP
3740
Keystone Wealth Partners
Arizona
$468K +$152K +655 +49%
SCP
3741
Silverleafe Capital Partners
Tennessee
$467K
ACM
3742
Anfield Capital Management
California
$467K +$18.6K +80 +4%
MAM
3743
McCarthy Asset Management
California
$462K +$232 +1 +0.1%
SWM
3744
Selective Wealth Management
Virginia
$458K +$348K +1,500 +338%
ARM
3745
Adirondack Research & Management
New York
$449K -$3.25K -14 -0.7%
SIMG
3746
Stephens Investment Management Group
Texas
$449K
ACM
3747
Alamar Capital Management
California
$449K +$58K +250 +15%
OHS
3748
Odey Holdings (Switzerland)
Switzerland
$448K -$186K -800 -30%
AL
3749
ACAS LLC
California
$448K +$441K +1,899 New
BMD
3750
Better Money Decisions
New Mexico
$447K +$440K +1,898 New

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.