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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$3.45B -$34.3M -147,880 -1%
CS
52
Credit Suisse
Switzerland
$3.38B -$523M -2,254,863 -14%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$3.27B +$15.4M +66,339 +0.5%
Tiger Global Management
54
Tiger Global Management
New York
$3.24B +$425M +1,831,000 +15%
Allianz Asset Management
55
Allianz Asset Management
Germany
$3.21B -$154M -662,475 -5%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1B -$102M -439,547 -3%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$3.07B -$172M -742,540 -5%
Dodge & Cox
58
Dodge & Cox
California
$3.06B -$200M -863,555 -6%
Citigroup
59
Citigroup
New York
$3.04B -$281M -1,211,800 -9%
State Farm Mutual Automobile Insurance
60
State Farm Mutual Automobile Insurance
Illinois
$3B
Lazard Asset Management
61
Lazard Asset Management
New York
$2.97B +$21.5M +92,612 +0.7%
Prudential Financial
62
Prudential Financial
New Jersey
$2.9B +$161M +695,692 +6%
Fundsmith LLP
63
Fundsmith LLP
United Kingdom
$2.84B -$5.35M -23,045 -0.2%
DZ Bank
64
DZ Bank
Germany
$2.82B +$364M +1,567,746 +15%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$2.81B -$102M -437,965 -4%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.75B -$47.9M -206,550 -2%
Brown Advisory
67
Brown Advisory
Maryland
$2.6B +$75.2M +324,079 +3%
WRF
68
Waddell & Reed Financial
Kansas
$2.59B -$6.12M -26,362 -0.2%
ATO
69
Alecta Tjanstepension Omsesidigt
Sweden
$2.54B -$23.2M -100,000 -0.9%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$2.54B +$8.69M +37,441 +0.3%
Eagle Capital Management (New York)
71
Eagle Capital Management (New York)
New York
$2.51B -$255M -1,100,008 -9%
EVM
72
Eaton Vance Management
Massachusetts
$2.46B -$22.8M -98,443 -0.9%
Loomis, Sayles & Company
73
Loomis, Sayles & Company
Massachusetts
$2.45B -$26.6M -114,689 -1%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$2.45B +$142M +613,843 +6%
Swedbank
75
Swedbank
Sweden
$2.44B -$172M -743,117 -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.