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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
NEI
676
Northwest & Ethical Investments
Ontario, Canada
$68.7M +$736K +3,173 +1%
KA
677
Kintegral Advisory
New York
$68.3M
MI
678
Markston International
New York
$67.6M -$1.37M -5,908 -2%
VIP
679
Vantage Investment Partners
Missouri
$67.6M +$22.5M +97,060 +51%
CIC
680
Carnegie Investment Counsel
Ohio
$67.6M -$168K -726 -0.3%
ACM
681
Alta Capital Management
Utah
$67.5M +$62.7M +270,293 +1,699%
CAM
682
Cresset Asset Management
Illinois
$67.4M +$8.46M +36,483 +15%
WT
683
Washington Trust
Rhode Island
$67.3M -$675K -2,909 -1%
SSA
684
Schonfeld Strategic Advisors
New York
$67.3M +$18.2M +78,244 +38%
RMA
685
Roffman Miller Associates
Pennsylvania
$67.2M +$40.2M +173,291 +38%
HAM
686
Honeycomb Asset Management
New York
$66.1M +$5.8M +25,000 +10%
BCI
687
Brinker Capital Investments
Pennsylvania
$66.1M +$19.8M +85,209 +44%
CMG
688
Cavalry Management Group
California
$66M +$44.4M +191,155 +215%
WCM
689
Wedge Capital Management
North Carolina
$65.5M -$13.7M -58,955 -18%
TBA
690
Tower Bridge Advisors
Pennsylvania
$65.5M -$519K -2,236 -0.8%
WCA
691
Waratah Capital Advisors
Ontario, Canada
$65.5M +$18.5M +79,650 +40%
AIP
692
Ameritas Investment Partners
Nebraska
$64.9M -$1.13M -4,857 -2%
MPM
693
Meritage Portfolio Management
Kansas
$64.8M -$2.63M -11,324 -4%
ONB
694
Old National Bancorp
Indiana
$64.2M -$996K -4,293 -2%
AP
695
Advisor Partners
California
$64.1M -$775K -3,339 -1%
BRWA
696
B. Riley Wealth Advisors
Florida
$64M +$19.4M +83,576 +44%
ICP
697
Ironvine Capital Partners
Nebraska
$63.9M -$258K -1,114 -0.4%
CI
698
Cigna Investments
Connecticut
$63.8M +$1.73M +7,470 +3%
BCV
699
Banque Cantonale Vaudoise
Switzerland
$63.8M +$4.34M +18,721 +7%
QAM
700
QCI Asset Management
New York
$63.6M +$383K +1,651 +0.6%

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.