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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
DTIM
3976
Danda Trouve Investment Management
Kansas
$19K -$416K -1,795 -96%
CCMIC
3977
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$19K +$18.6K +80 New
GC
3978
Globeflex Capital
California
$18K
TIAM
3979
TT International Asset Management
United Kingdom
$16.5K -$6.73M -29,013 -29%
BSG
3980
Black Swift Group
Colorado
$15K -$1.28M -5,521 -99%
ARIS
3981
Advanced Research Investment Solutions
California
$15K
LIM
3982
Longfellow Investment Management
Massachusetts
$12K
LGWM
3983
Litman Gregory Wealth Management
California
$10K
SSC
3984
Syverson Strege & Co
Iowa
$10K +$10.2K +44 New
FGAM
3985
Financial Gravity Asset Management
Texas
$9.97K +$971K +4,185 +78%
AWMS
3986
Advocacy Wealth Management Services
Georgia
$8K +$1.16K +5 +19%
SC
3987
Saban Cheryl
$6K +$5.57K +24 New
AMC
3988
Asset Management Corp
Illinois
$5.31K -$339K -1,459 -6%
UFF
3989
USA Financial Formulas
Michigan
$5K -$6.5K -28 -57%
KIG
3990
Kessler Investment Group
Indiana
$4K
SWM
3991
Sugarloaf Wealth Management
Georgia
$2.27K +$913K +3,936 +69%
TFA
3992
Transamerica Financial Advisors
Florida
$2K -$696 -3 -33%
BCH
3993
Berkshire Capital Holdings
California
$2K
MA
3994
MBA Advisors
Pennsylvania
$1.66K +$1.63M +7,041 New
1WM
3995
1900 Wealth Management
Texas
$1.45K +$764K +3,294 +116%
DWA
3996
Dorsey Wright & Associates
California
$570 -$4.41K -19 -0.8%
LPARFS
3997
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$565 -$65K -280 -10%
MCM
3998
Melvin Capital Management
New York
-$276M -1,243,100 Closed
MSA
3999
Mason Street Advisors
Wisconsin
-$232M -1,042,950 Closed
Parallax Volatility Advisers
4000
Parallax Volatility Advisers
California
-$229M -1,028,049 Closed

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.