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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
CTA
626
Chesley Taft & Associates
Illinois
$77.2M -$1.96M -8,462 -3%
MJRIC
627
Mogy Joel R Investment Counsel
California
$77.1M -$335K -1,445 -0.4%
HJGA
628
Hardman Johnston Global Advisors
Connecticut
$77M +$2.55M +10,970 +3%
ZCM
629
Ziegler Capital Management
Illinois
$77M -$2.66M -11,479 -3%
GT
630
Glenview Trust
Kentucky
$76.7M -$1.11M -4,803 -1%
AACR
631
ACR Alpine Capital Research
Missouri
$76.6M +$1.11M +4,775 +1%
Cetera Investment Advisers
632
Cetera Investment Advisers
Illinois
$76.2M -$2.02M -8,685 -3%
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$76.1M +$2.17M +9,367 +3%
BHC
634
Bowen Hanes & Co
Florida
$75.8M -$3.76M -16,222 -5%
CCMG
635
Clark Capital Management Group
Pennsylvania
$75.7M -$12.6M -54,380 -14%
MAM
636
Meeder Asset Management
Ohio
$75.3M +$61M +262,804 +465%
HPWM
637
Highland Private Wealth Management
Washington
$74.9M +$35.5K +153 +0%
NM
638
NWI Management
New York
$74.6M
GD
639
Grandfield & Dodd
New York
$74.5M -$2.13M -9,198 -3%
LF
640
Lannebo Fonder
Sweden
$74.3M -$5.8M -25,000 -7%
CFG
641
Citizens Financial Group
Rhode Island
$73.8M +$351K +1,513 +0.5%
GKIM
642
GW&K Investment Management
Massachusetts
$73.7M -$800K -3,448 -1%
Credit Agricole
643
Credit Agricole
France
$73.5M +$5.96M +25,703 +9%
BS
644
Banco Santander
Spain
$73.2M -$7.15M -30,805 -9%
LS
645
Livforsakringsbolaget Skandia
Sweden
$73M +$7.65M +32,970 +12%
Temasek Holdings
646
Temasek Holdings
Singapore
$72.9M -$10.4M -44,771 -13%
MTC
647
McDaniel Terry & Co
Texas
$72.7M -$85.6K -369 -0.1%
SWM
648
Spire Wealth Management
Virginia
$72.5M +$72.4M +312,115 New
V
649
Veritable
Delaware
$72.3M -$97.9K -422 -0.1%
TG
650
TCW Group
California
$72.2M -$6.18M -26,645 -8%

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.