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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
AA
751
Ancora Advisors
Ohio
$56.4M -$2.99M -12,886 -5%
BVDMP
752
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$56.2M
FNBT
753
FineMark National Bank & Trust
Florida
$56.1M +$431K +1,859 +0.8%
SFI
754
Siemens Fonds Invest
Germany
$55.9M +$550K +2,372 +1%
EWA
755
Exencial Wealth Advisors
Oklahoma
$55.7M -$1.45M -6,249 -3%
FNT
756
First National Trust
Pennsylvania
$55.7M -$1.46M -6,289 -3%
CNAM
757
Campbell Newman Asset Management
Wisconsin
$55.6M -$888K -3,829 -2%
ACI
758
Alpha Cubed Investments
California
$55.6M +$648K +2,791 +1%
WPC
759
Waters Parkerson & Co
Louisiana
$55.5M -$407K -1,753 -0.7%
DIA
760
Davidson Investment Advisors
Montana
$55M -$1.5M -6,468 -3%
GL
761
Governors Lane
New York
$54.9M +$4.25M +18,330 +9%
GT
762
Greenleaf Trust
Michigan
$54.9M +$3.87M +16,668 +8%
BDS
763
Banco de Sabadell
Florida
$54.7M +$5.45M +23,494 +11%
KCM
764
Kanawha Capital Management
Virginia
$54.3M -$1.26M -5,439 -2%
CA
765
Cornerstone Advisors
North Carolina
$54.2M -$50.4M -217,400 -49%
CCM
766
Chilton Capital Management
Texas
$54.2M +$735K +3,166 +1%
SYBT
767
Stock Yards Bank & Trust
Kentucky
$54.1M +$458K +1,976 +0.9%
IC
768
IEQ Capital
California
$54M +$7.24M +31,221 +16%
CRC
769
Curi RMB Capital
Illinois
$53.9M +$4.01M +17,296 +8%
PTC
770
Philadelphia Trust Company
Pennsylvania
$53.8M -$409K -1,761 -0.8%
CWM
771
Calamos Wealth Management
Illinois
$53.6M +$5.76M +24,829 +12%
LWCA
772
Locust Wood Capital Advisers
New York
$53.5M -$1.11M -4,802 -2%
CCM
773
Compass Capital Management
Minnesota
$53.4M +$635K +2,736 +1%
SSWM
774
Smith Salley Wealth Management
North Carolina
$53.4M +$6M +25,878 +13%
LCS
775
Levin Capital Strategies
New York
$53.2M -$691K -2,980 -1%

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.