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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
CCM
951
Coerente Capital Management
Ontario, Canada
$37.2M +$36.6M +157,892 New
HAG
952
HighPoint Advisor Group
Illinois
$37.2M +$1.15M +4,975 +4%
LNB
953
Ledyard National Bank
$37.1M -$785K -3,384 -2%
AHC
954
Adell Harriman & Carpenter
Texas
$37M -$109K -470 -0.3%
PFO
955
Pathstone Family Office
New Jersey
$36.8M +$19.3M +83,082 +114%
DY
956
Dowling & Yahnke
California
$36.8M +$340K +1,465 +0.9%
BFA
957
Bragg Financial Advisors
North Carolina
$36.4M +$348K +1,500 +1%
JWM
958
Jackson Wealth Management
Florida
$36.4M +$2.39M +10,281 +7%
CAM
959
Cidel Asset Management
Ontario, Canada
$36.4M +$11.4M +49,325 +47%
NHC
960
Nicholas Hoffman & Company
Georgia
$36.3M +$257K +1,106 +0.7%
GC
961
Grimes & Company
Massachusetts
$36.2M +$1.48M +6,368 +4%
ASN
962
Advisory Services Network
Georgia
$35.9M -$698K -3,008 -2%
NSAM
963
North Star Asset Management
Wisconsin
$35.9M -$256K -1,102 -0.7%
PA
964
Parallel Advisors
California
$35.8M +$665K +2,865 +2%
QIM
965
Quantitative Investment Management
Virginia
$35.8M +$35.3M +151,934 New
BDWM
966
Brewin Dolphin Wealth Management
Ireland
$35.8M +$549K +2,368 +2%
WAM
967
Wilsey Asset Management
California
$35.7M +$6.5K +28 +0%
CAM
968
Carret Asset Management
New York
$35.7M -$168K -723 -0.5%
MA
969
Mutual Advisors
Nebraska
$35.7M -$1.42M -6,119 -4%
TC
970
Telemus Capital
Michigan
$35.6M +$119K +515 +0.4%
VCM
971
Vigilant Capital Management
Maine
$35.6M -$96.1K -414 -0.3%
HI
972
Hoey Investments
Pennsylvania
$35.4M +$366K +1,576 +1%
EFM
973
E Fund Management
China
$35.4M +$34.8M +150,060 New
CFA
974
Carroll Financial Associates
North Carolina
$35.2M -$1.12M -4,832 -3%
CA
975
Clearstead Advisors
Ohio
$35.2M +$654K +2,818 +2%

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.