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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
DMK
3826
David M. Knott
$330K
MC
3827
Machina Capital
France
$330K +$325K +1,400 New
BA
3828
Bellwether Advisors
Nebraska
$328K +$10.4K +45 +3%
TSA
3829
Tri-Star Advisors
Texas
$328K +$59.9K +258 +26%
QVT
3830
Quantitative Value Technologies
Kansas
$328K +$323K +1,390 New
AFG
3831
Arkansas Financial Group
Arkansas
$327K -$2.09K -9 -0.6%
FWM
3832
Filbrandt Wealth Management
Wisconsin
$320K +$8.59K +37 +3%
SWM
3833
Shakespeare Wealth Management
Wisconsin
$319K +$232 +1 +0.1%
TIM
3834
Total Investment Management
Arizona
$318K -$62.4K -269 -12%
RIM
3835
Reliant Investment Management
Tennessee
$316K -$37.1K -160 -11%
SA
3836
Sicart Associates
New York
$316K +$60.8K +262 +24%
NFP
3837
Novak Financial Planning
Maryland
$315K +$232 +1 +0.1%
PFG
3838
Piershale Financial Group
Illinois
$315K +$2.32K +10 +0.8%
CA
3839
Corrado Advisors
New Jersey
$314K +$21.3K +92 +7%
KTA
3840
Keeley-Teton Advisors
Illinois
$310K
SFA
3841
Seneca Financial Advisors
New York
$309K +$25.1K +108 +9%
TWP
3842
Treybourne Wealth Planners
Indiana
$308K +$72.2K +311 +31%
USGIU
3843
U.S. Global Investors (USGI)
Texas
$307K
JA
3844
JVL Associates
Michigan
$307K +$4.64K +20 +2%
AWM
3845
AAF Wealth Management
Massachusetts
$307K -$102K -440 -25%
TA
3846
Townsend & Associates
Colorado
$306K +$301K +1,296 New
AGA
3847
Arkos Global Advisors
Texas
$304K +$300K +1,291 New
FC
3848
Fairpointe Capital
Illinois
$303K -$196K -846 -40%
DT
3849
Daniels + Tansey
Delaware
$301K -$12.8K -55 -4%
LIC
3850
Laurus Investment Counsel
Canada
$298K

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.