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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
SWMG
3926
Sanchez Wealth Management Group
Florida
$211K +$208K +897 New
AAM
3927
Ameraudi Asset Management
New York
$210K +$206K +890 New
LC
3928
Lunia Capital
Texas
$209K -$11.5M -49,572 -98%
GIA
3929
Goodwin Investment Advisory
Georgia
$208K +$175K +753 +588%
APSP
3930
Asset Planning Services (Pennsylvania)
Pennsylvania
$208K +$205K +883 New
MWM
3931
Maltin Wealth Management
New Jersey
$208K +$205K +884 New
SP
3932
SWS Partners
Ohio
$207K +$204K +878 New
ECM
3933
Ensemble Capital Management
California
$206K -$404K -1,741 -67%
EWM
3934
Echo Wealth Management
Minnesota
$206K -$23.2K -100 -10%
PIN
3935
Prudent Investors Network
California
$205K +$202K +871 New
HPA
3936
High Probability Advisors
New York
$203K +$200K +861 New
NHFG
3937
New Harbor Financial Group
Massachusetts
$200K +$197K +850 New
TB
3938
Terril Brothers
Missouri
$200K +$197K +850 New
PI
3939
PEAK6 Investments
Illinois
$189K -$87.4M -376,891 -100%
VFIC
3940
Valley Forge Investment Consultants
Pennsylvania
$175K +$23.7K +102 +16%
PHAM
3941
Portland Hill Asset Management
United Kingdom
$172K +$89.1K +384 +111%
FA
3942
Financial Advantage
Maryland
$171K
FFC
3943
Fure Financial Corporation
Minnesota
$163K +$464 +2 +0.3%
LWP
3944
Laurel Wealth Planning
Minnesota
$162K -$35.5K -153 -18%
M1FG
3945
Mach-1 Financial Group
Arkansas
$162K +$160K +689 New
TAM
3946
Tucker Asset Management
Colorado
$155K -$6.5K -28 -4%
CIR
3947
Clear Investment Research
Georgia
$149K +$232 +1 +0.2%
CPFP
3948
Clear Perspectives Financial Planning
Ohio
$145K
HSA
3949
Hussman Strategic Advisors
Maryland
$130K
MGI
3950
MayTech Global Investments
New York
$124K

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.