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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
GAM
651
Guinness Asset Management
United Kingdom
$72M +$2.82M +12,160 +4%
EIA
652
Edgemoor Investment Advisors
Maryland
$72M -$318K -1,371 -0.4%
CK
653
Cohen Klingenstein
New York
$71.7M +$41M +176,500 +138%
EB
654
Eastern Bank
Massachusetts
$71.7M -$7.23M -31,141 -9%
PL
655
Parthenon LLC
Kentucky
$71.7M +$394K +1,696 +0.6%
IAA
656
Independent Advisor Alliance
North Carolina
$71.6M +$3.1M +13,349 +5%
Balyasny Asset Management
657
Balyasny Asset Management
Illinois
$71.6M -$103M -444,161 -59%
HFS
658
Hantz Financial Services
Michigan
$71.3M +$4.12M +17,754 +6%
PWP
659
Private Wealth Partners
California
$71.1M -$128K -553 -0.2%
NA
660
NewEdge Advisors
Louisiana
$71M -$1.08M -4,672 -2%
GGHC
661
Gilder Gagnon Howe & Co
New York
$70.9M +$3.55M +15,292 +5%
GIA
662
Guyasuta Investment Advisors
Pennsylvania
$70.8M -$1.31M -5,625 -2%
GJIC
663
Gamble Jones Investment Counsel
California
$70.4M -$1.7M -7,335 -2%
QIM
664
Quest Investment Management
Oregon
$70.3M +$8.76M +37,756 +14%
CAN
665
Cetera Advisor Networks
California
$70.3M +$1.2M +5,151 +2%
CIPU
666
Caledonia Investments plc (UK)
United Kingdom
$69.8M
WB
667
WesBanco Bank
West Virginia
$69.8M +$68.7M +296,056 New
BG
668
Bollard Group
Massachusetts
$69.6M -$328K -1,413 -0.5%
MWM
669
Mission Wealth Management
California
$69.4M -$60.6K -261 -0.1%
CCM
670
Covington Capital Management
California
$69.4M -$1.98M -8,551 -3%
MCM
671
Maryland Capital Management
Maryland
$69.3M +$63.1K +272 +0.1%
CTC
672
Central Trust Company
Missouri
$69.3M +$367K +1,583 +0.5%
OCM
673
Osterweis Capital Management
California
$69M -$526K -2,265 -0.8%
ISL
674
Ingalls & Snyder LLC
New York
$68.9M -$1.37M -5,884 -2%
MCM
675
McKinley Capital Management
Alaska
$68.7M -$616K -2,657 -0.9%

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.