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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
SIM
4001
SRS Investment Management
New York
-$212M -954,798 Closed
HF
4002
HRT Financial
New York
-$202M -872,030 Closed
ECM
4003
Element Capital Management
New York
-$136M -612,496 Closed
MCM
4004
MKP Capital Management
New York
-$105M -470,000 Closed
Coatue Management
4005
Coatue Management
New York
-$102M -457,536 Closed
BCP
4006
BSN Capital Partners
United Kingdom
-$101M -452,743 Closed
E
4007
Ergoteles
New York
-$74.8M -336,500 Closed
XEA
4008
XN Exponent Advisors
New York
-$58.5M -262,800 Closed
Hudson Bay Capital Management
4009
Hudson Bay Capital Management
Connecticut
-$44.5M -200,000 Closed
IGM
4010
Incline Global Management
New York
-$37.5M -168,731 Closed
MUMSS
4011
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$33.4M -150,000 Closed
TA
4012
Trivest Advisors
Hong Kong
-$33.4M -150,000 Closed
Capital Fund Management (CFM)
4013
Capital Fund Management (CFM)
France
-$32.2M -144,947 Closed
YCMGA
4014
York Capital Management Global Advisors
New York
-$21.2M -95,439 Closed
SSA
4015
South Street Advisors
New York
-$16.6M -74,532 Closed
RIA
4016
Regal Investment Advisors
Michigan
-$15.7M -70,448 Closed
TEE
4017
Tibra Equities Europe
United Kingdom
-$15.4M -69,020 Closed
Twin Tree Management
4018
Twin Tree Management
Texas
-$14.9M -64,275 Closed
LWM
4019
Laidlaw Wealth Management
New York
-$12M -53,923 Closed
KHCM
4020
Kettle Hill Capital Management
New York
-$12M -53,843 Closed
KC
4021
KCL Capital
New York
-$11.1M -50,000 Closed
IA
4022
Icon Advisers
Colorado
-$10.8M -48,394 Closed
AL
4023
AJO LP
Pennsylvania
-$9.9M -44,525 Closed
IMC Chicago
4024
IMC Chicago
Illinois
-$8.36M -36,039 Closed
HI
4025
HBK Investments
Texas
-$8.2M -35,358 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.