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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
WCP
3751
Welch Capital Partners
New York
$446K -$23.2K -100 -5%
SF
3752
Summit Financial
New Jersey
$446K
CFIA
3753
Cantor Fitzgerald Investment Advisors
New York
$445K
RC
3754
Rovin Capital
Arizona
$444K +$437K +1,885 New
SBF
3755
Sara-Bay Financial
Florida
$443K -$63.3K -273 -13%
NIM
3756
NuWave Investment Management
New Jersey
$443K +$405K +1,744 +1,301%
ACA
3757
Ascension Capital Advisors
Texas
$440K -$8.82K -38 -2%
FA
3758
Faithward Advisors
Pennsylvania
$440K +$433K +1,867 New
WCM
3759
Wealthcare Capital Management
Virginia
$439K +$14.6K +63 +3%
CSIA
3760
Charles Schwab Investment Advisory
California
$436K +$74.7K +322 +21%
CCA
3761
Conservest Capital Advisors
Pennsylvania
$435K -$2.78K -12 -0.6%
TPW
3762
Tiller Private Wealth
Pennsylvania
$435K +$38.5K +166 +10%
EW
3763
Element Wealth
Mississippi
$432K -$22.7K -98 -5%
BF
3764
Blankinship & Foster
California
$432K +$11.6K +50 +3%
PDM
3765
Penn Davis McFarland
Texas
$431K
HWM
3766
HighMark Wealth Management
Minnesota
$431K +$9.74K +42 +2%
FSG
3767
Financial Strategies Group
Michigan
$430K -$667K -2,873 -61%
SCM
3768
Shapiro Capital Management
Georgia
$429K +$232 +1 +0.1%
APP
3769
Alpha Paradigm Partners
Illinois
$428K -$1.47M -6,351 -78%
JC
3770
Jentner Corp
Ohio
$428K -$22.3K -96 -5%
SPWG
3771
Sage Private Wealth Group
Illinois
$428K -$11.1K -48 -3%
BAM
3772
Banta Asset Management
California
$428K
BWM
3773
Blossom Wealth Management
California
$427K +$105K +451 +33%
CG
3774
Castellan Group
Kentucky
$424K
SMG
3775
Smart Money Group
Texas
$424K +$9.51K +41 +2%

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.