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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
AWM
3951
Avondale Wealth Management
Texas
$122K
HF
3952
Halpern Financial
Virginia
$120K +$23.9K +103 +25%
BHWM
3953
Bay Harbor Wealth Management
Maryland
$119K -$338K -1,456 -74%
RFP
3954
Roth Financial Partners
Texas
$118K +$116K +500 New
WIM
3955
Westside Investment Management
California
$111K +$330K +1,422 +7%
BBHC
3956
Brown Brothers Harriman & Co
New York
$109K -$4.56M -19,657 -4%
JWBC
3957
John W. Brooker & Co
California
$107K -$3.02K -13 -3%
FPW
3958
Flagship Private Wealth
Massachusetts
$95.9K -$40.6K -175 -31%
CWA
3959
Carolina Wealth Advisors
South Carolina
$88K +$13.9K +60 +19%
NR
3960
Newfound Research
Massachusetts
$79K +$34.1K +147 +78%
MIH
3961
Meitav Investment House
Israel
$77K +$8.15M +35,115 +12%
Q
3962
QVR
California
$75K +$73.6K +317 New
SWM
3963
Strategic Wealth Management
Washington
$73K
SSWG
3964
Seven Springs Wealth Group
Tennessee
$72K -$6.73K -29 -9%
MWC
3965
MKD Wealth Coaches
Michigan
$71K
IWP
3966
IAG Wealth Partners
Wisconsin
$67K +$19.7K +85 +43%
PSIWM
3967
Paradigm Strategies in Wealth Management
Minnesota
$67K +$65.7K +283 New
EC
3968
Estate Counselors
Wisconsin
$65K
AWA
3969
Artemis Wealth Advisors
New York
$52.1K
ECU
3970
Eisler Capital (UK)
United Kingdom
$51K +$5.05M +21,771 New
EWM
3971
Elite Wealth Management
Washington
$46.5K +$277K +1,196 +0.6%
MG
3972
MilWealth Group
Wisconsin
$45.3K +$44.5K +192 New
WFA
3973
Wells Financial Advisors
Massachusetts
$40K -$81.2K -350 -67%
TJHA
3974
Thomas J. Herzfeld Advisors
Florida
$32K
IHWM
3975
Iron Horse Wealth Management
Iowa
$26K

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.