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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
BIA
3801
BHK Investment Advisors
Alabama
$363K
HIM
3802
Hanlon Investment Management
New Jersey
$360K -$8.59K -37 -2%
BCM
3803
Beddow Capital Management
Wyoming
$360K
BWM
3804
Benchmark Wealth Management
Connecticut
$359K -$27.8K -120 -7%
APC
3805
Asset Planning Corporation
Tennessee
$357K
HWA
3806
Hilltop Wealth Advisors
North Carolina
$357K
FI
3807
FormulaFolio Investments
Michigan
$355K -$18.5M -79,870 -98%
SM
3808
SG3 Management
Puerto Rico
$354K -$1.28M -5,500 -79%
AA
3809
AlphaMark Advisors
Kentucky
$354K -$38.5K -166 -10%
TP
3810
Truvvo Partners
New York
$354K +$696 +3 +0.2%
FWP
3811
Falcon Wealth Planning
California
$350K +$19K +82 +6%
RA
3812
Resolute Advisors
California
$350K +$416K +1,791 +1,480%
PA
3813
Prism Advisors
California
$349K -$38.1K -164 -10%
SCA
3814
Sippican Capital Advisors
Massachusetts
$347K
SG
3815
Strid Group
Pennsylvania
$346K +$12.5K +54 +4%
RP
3816
Reinhart Partners
Wisconsin
$343K
PPWM
3817
PFG Private Wealth Management
Florida
$341K +$336K +1,447 New
JFG
3818
JMG Financial Group
Illinois
$340K
SFPG
3819
Stonebridge Financial Planning Group
Florida
$339K
PWS
3820
Precision Wealth Strategies
Missouri
$337K +$51.7K +223 +19%
CFC
3821
Coyle Financial Counsel
Illinois
$336K -$157K -675 -32%
HWA
3822
Heartwood Wealth Advisors
Virginia
$334K +$4.41K +19 +1%
SC
3823
Steph & Co
Wisconsin
$333K -$3.25K -14 -1%
C1AG
3824
Client 1st Advisory Group
Florida
$332K
GWAM
3825
Guardian Wealth Advisors (Minnesota)
Minnesota
$331K -$3.48K -15 -1%

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.