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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
GW
776
GW & Wade
Massachusetts
$53.2M +$4.52M +19,475 +9%
CLCM
777
Center Lake Capital Management
Florida
$53M -$9.28M -40,000 -15%
VFA
778
Voya Financial Advisors
Connecticut
$53M +$3.96M +17,056 +8%
NPA
779
Nichols & Pratt Advisers
Massachusetts
$53M +$30.2K +130 +0.1%
PCM
780
Polaris Capital Management
Massachusetts
$52.6M -$3.06M -13,200 -6%
SCM
781
Silvant Capital Management
Georgia
$52.4M -$1M -4,315 -2%
SFG
782
Sather Financial Group
Texas
$52.3M -$23.7K -102 -0%
SC
783
SouthState Corp
Florida
$52.2M -$2.16M -9,308 -4%
WAS
784
Wesleyan Assurance Society
United Kingdom
$52.1M
CTI
785
Community Trust & Investment
Kentucky
$51.9M +$254K +1,095 +0.5%
WG
786
Welch Group
Alabama
$51.6M -$1.93M -8,313 -4%
SFS
787
Sowell Financial Services
Arkansas
$51.5M -$987K -4,255 -2%
TPCW
788
TD Private Client Wealth
New York
$51.4M +$890K +3,837 +2%
ACGDR
789
Atmos Capital Gestao de Recursos
Brazil
$51.4M +$8.07M +34,800 +19%
MC
790
Moors & Cabot
Massachusetts
$51.4M +$363K +1,564 +0.7%
IG
791
Ithaka Group
Virginia
$51.1M -$11.7M -50,482 -19%
VC
792
Vestor Capital
Illinois
$50.9M -$10.7M -46,200 -18%
ACM
793
Azimuth Capital Management
Michigan
$50.3M -$36.2K -156 -0.1%
PTC
794
Petrus Trust Company
Texas
$50.3M +$14.4K +62 +0%
VI
795
Vestcor Inc
New Brunswick, Canada
$50.2M +$884K +3,811 +2%
KRSITF
796
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$50.1M +$732K +3,154 +2%
IHL
797
Investment House LLC
California
$50M -$27M -116,371 -35%
SCA
798
Sander Capital Advisors
Washington
$50M +$199K +857 +0.4%
CPC
799
Cookson Peirce & Co
Pennsylvania
$49.2M +$1.93M +8,316 +4%
AAM
800
Ardevora Asset Management
United Kingdom
$49.2M -$2.3M -9,900 -5%

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.