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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
KFM
576
KG Funds Management
New York
$90.4M +$8.93M +38,500 +11%
BWC
577
Blue Whale Capital
United Kingdom
$90.3M +$3.61M +15,550 +4%
PF
578
Phoenix Financial
Israel
$89.9M +$16.1M +69,263 +22%
NAMA
579
Nikko Asset Management Americas
New York
$89.8M +$40.4M +174,135 +84%
EWA
580
EP Wealth Advisors
California
$89.6M +$16.2M +69,949 +23%
CL
581
CPWM LLC
Washington
$88.9M -$833K -3,592 -0.9%
CGL
582
Clarius Group LLC
Washington
$88.8M +$1.91M +8,228 +2%
EDRH
583
Edmond de Rothschild Holding
Switzerland
$88.5M +$7.51M +32,370 +9%
VDI
584
Vaughan David Investments
Illinois
$88.2M -$12.9M -55,640 -13%
SI
585
Stephens Inc
Arkansas
$88.1M +$380K +1,636 +0.4%
KIA
586
KCM Investment Advisors
California
$87.9M +$643K +2,772 +0.7%
FLPIM
587
F.L. Putnam Investment Management
Massachusetts
$87.9M -$4.04M -17,401 -4%
WSCM
588
Wellington Shields Capital Management
New York
$87.6M +$53.3M +229,549 +162%
RAM
589
RWC Asset Management
United Kingdom
$87.4M +$27.2M +117,297 +46%
PGFC
590
Peapack-Gladstone Financial Corp
New Jersey
$87M +$11.4M +49,303 +15%
CANY
591
Caxton Associates (New York)
New York
$86.8M +$73.7M +317,731 +629%
FNBOO
592
First National Bank of Omaha
Nebraska
$85.7M -$1.99M -8,570 -2%
CSIC
593
Clifford Swan Investment Counsel
California
$85M -$776K -3,343 -0.9%
HCMT
594
Highland Capital Management (Tennessee)
Tennessee
$84.9M -$2.22M -9,580 -3%
ABC
595
Associated Banc-Corp
Wisconsin
$84.9M -$6.66M -28,700 -5%
RMDI
596
R.M. Davis Inc
Maine
$84.7M +$4.36M +18,812 +6%
GH
597
GAM Holding
Switzerland
$84.4M +$13.7M +59,115 +20%
FPCG
598
Fort Pitt Capital Group
Pennsylvania
$84.3M -$3.05M -13,134 -4%
MME
599
Meag Munich Ergo
Germany
$84.1M +$53.2M +229,174 +180%
CCM
600
Cullen Capital Management
New York
$84M +$59.7M +257,347 +260%

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.