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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
CAI
601
Capital Advisors Inc
Oklahoma
$83.2M -$8.15M -35,129 -9%
PP
602
Palladium Partners
Virginia
$83.1M -$207K -894 -0.3%
RC
603
RegentAtlantic Capital
New Jersey
$82.9M +$3.64M +15,688 +5%
SIC
604
Schwartz Investment Counsel
Michigan
$82.7M +$4.37M +18,855 +6%
TA
605
TRB Advisors
New York
$82.5M +$23.2M +100,000 +40%
AIA
606
Avalon Investment & Advisory
Texas
$82.3M -$35.3M -152,209 -30%
BAPIM
607
British Airways Pensions Investment Management
United Kingdom
$82M -$4.87M -20,969 -6%
WSFS
608
Wilmington Savings Fund Society
Delaware
$81.3M -$2.67M -11,511 -3%
CF
609
Cypress Funds
California
$81.3M
NIG
610
NFJ Investment Group
Texas
$81M +$79.7M +343,553 New
PFM
611
Parsec Financial Management
North Carolina
$80.7M +$289K +1,245 +0.4%
NMIMC
612
Northwestern Mutual Investment Management Company
Wisconsin
$80.6M -$16.9M -72,992 -18%
CI
613
Capital International
California
$80.5M -$3.26M -14,060 -4%
ACM
614
Argent Capital Management
Missouri
$80.4M -$1.07M -4,602 -1%
CIP
615
Chartwell Investment Partners
Pennsylvania
$80M -$4.66M -20,068 -6%
BGCP
616
Bristol Gate Capital Partners
Ontario, Canada
$79.7M +$9.69M +41,776 +14%
FMW
617
Farr Miller & Washington
District of Columbia
$79.4M -$1.11M -4,764 -1%
HIMC
618
Heritage Investors Management Corp
Maryland
$79.2M +$584K +2,516 +0.8%
Lido Advisors
619
Lido Advisors
California
$79.2M -$570K -2,458 -0.7%
BA
620
Bristlecone Advisors
Washington
$78.7M -$1.09M -4,684 -1%
ECM
621
Evergreen Capital Management
Washington
$78.5M +$1.1M +4,762 +1%
ACP
622
Ashfield Capital Partners
California
$78.4M -$1.21M -5,199 -2%
RCW
623
Rheos Capital Works
Japan
$77.6M +$4.57M +19,700 +6%
AI
624
Atria Investments
North Carolina
$77.6M +$7.89M +34,005 +12%
DCM
625
Donaldson Capital Management
Indiana
$77.2M -$539K -2,323 -0.7%

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.