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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
BAIA
401
Bel Air Investment Advisors
California
$177M +$174M +751,723 New
MIM
402
Meridiem Investment Management
United Kingdom
$177M +$1.93M +8,314 +1%
JC
403
Joho Capital
New York
$175M -$4.5M -19,400 -3%
LFG
404
Lazard Frères Gestion
France
$175M +$4.91M +21,176 +2%
CIM
405
CCLA Investment Management
United Kingdom
$174M +$17M +73,401 +11%
SBH
406
Segall Bryant & Hamill
Illinois
$173M -$18.8M -81,099 -10%
HMP
407
HS Management Partners
New York
$172M +$11.3M +48,865 +7%
AIM
408
Achmea Investment Management
Netherlands
$171M -$13.5M -58,347 -7%
MP
409
Munro Partners
Australia
$171M +$33.5M +144,565 +25%
PCA
410
Personal Capital Advisors
California
$171M +$10.3M +44,326 +7%
GAM
411
GuardCap Asset Management
United Kingdom
$171M +$168M +724,992 New
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$171M +$8.54M +36,800 +5%
RE
413
RBC Europe
United Kingdom
$170M +$2.58M +11,111 +2%
MSE
414
MUFG Securities EMEA
United Kingdom
$169M -$397M -1,712,045 -71%
MVIP
415
Mar Vista Investment Partners
California
$169M +$5.9M +25,424 +4%
MCM
416
MAI Capital Management
Ohio
$169M -$1.94M -8,368 -1%
AII
417
AGF Investments Inc
Ontario, Canada
$168M -$24.5M -105,581 -13%
B
418
BP
United Kingdom
$168M -$36.9M -159,136 -18%
DADC
419
D.A. Davidson & Co
Montana
$166M +$23.3M +100,265 +17%
MIS
420
Morningstar Investment Services
Illinois
$164M +$3.41M +14,709 +2%
NB
421
Norinchukin Bank
Japan
$164M -$115M -495,500 -42%
Voloridge Investment Management
422
Voloridge Investment Management
Florida
$163M -$102M -439,035 -39%
TAM
423
Tocqueville Asset Management
New York
$163M -$11.6M -50,045 -7%
CC
424
Cannell & Co
New York
$163M -$337K -1,452 -0.2%
PG
425
Pendal Group
Australia
$163M -$5.22M -22,479 -3%

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.