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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
YIA
801
YHB Investment Advisors
Connecticut
$49.2M -$858K -3,699 -2%
TAM
802
Taurus Asset Management
New York
$48.9M +$812K +3,500 +2%
TCM
803
Twin Capital Management
Pennsylvania
$48.8M -$9.85M -42,470 -17%
CA
804
Cullinan Associates
Kentucky
$48.7M +$473K +2,037 +1%
AMI
805
Amica Mutual Insurance
Rhode Island
$48.6M -$4.46M -19,233 -9%
CP
806
Cumberland Partners
Ontario, Canada
$48.6M -$1.61M -6,934 -3%
LCM
807
Logan Capital Management
Pennsylvania
$48.5M -$2.74M -11,789 -5%
YL
808
YCG LLC
Texas
$48.5M +$1.27M +5,473 +3%
KAS
809
Kemnay Advisory Services
New York
$48.4M +$665K +2,867 +1%
BFS
810
Baskin Financial Services
Ontario, Canada
$48.4M -$314K -1,353 -0.7%
MLL
811
Moody Lynn & Lieberson
Massachusetts
$48.3M -$6.26M -26,967 -12%
HP
812
Hosking Partners
United Kingdom
$48.3M -$1.84M -7,951 -4%
KSCM
813
Key Square Capital Management
Connecticut
$48.2M +$5.05M +21,785 +12%
TM
814
Tiger Management
New York
$48.2M +$9.68M +41,700 +26%
CA
815
CSM Advisors
Pennsylvania
$48.2M +$47.4M +204,240 New
Select Equity Group
816
Select Equity Group
New York
$48M +$19M +82,028 +67%
ELI
817
Empire Life Investments
Ontario, Canada
$47.9M +$1.91M +8,247 +4%
WC
818
Woodstock Corp
Massachusetts
$47.9M -$305K -1,314 -0.6%
HT
819
HighTower Trust
Texas
$47.8M -$1.39M -5,978 -3%
KWM
820
Kingsview Wealth Management
Oregon
$47.8M +$4.7M +20,243 +11%
IMRF
821
Illinois Municipal Retirement Fund
Illinois
$47.6M +$242K +1,042 +0.5%
NAM
822
NorthCoast Asset Management
Connecticut
$47.5M +$2.81M +12,125 +6%
MCM
823
Maple Capital Management
Vermont
$47.4M +$701K +3,020 +2%
BWP
824
Baldwin Wealth Partners
Massachusetts
$47.3M +$2.35M +10,148 +5%
BFS
825
Bard Financial Services
Connecticut
$47.2M -$1.25M -5,401 -3%

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.