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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
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$2.35B +$19.9M +85,780 +0.9%
RJA
77
Raymond James & Associates
Florida
$2.32B +$46.2M +199,206 +2%
KBC Group
78
KBC Group
Belgium
$2.3B +$312M +1,344,558 +16%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$2.3B -$129M -555,769 -5%
Fidelity International
80
Fidelity International
Bermuda
$2.29B +$507M +2,184,070 +29%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$2.25B -$84.9M -366,000 -4%
Edgewood Management
82
Edgewood Management
Connecticut
$2.22B -$26.1M -112,629 -1%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$2.18B +$116M +498,139 +6%
Sanders Capital
84
Sanders Capital
Florida
$2.13B +$3.71M +15,990 +0.2%
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$2.09B +$151M +650,060 +8%
National Pension Service
86
National Pension Service
South Korea
$2.08B +$80.7M +347,947 +4%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$2.07B -$16.8M -72,366 -0.8%
Winslow Capital Management
88
Winslow Capital Management
Minnesota
$2.06B -$51.4M -221,557 -2%
Ninety One (UK)
89
Ninety One (UK)
United Kingdom
$2.02B -$219M -942,453 -10%
Viking Global Investors
90
Viking Global Investors
Connecticut
$2.01B -$771M -3,322,062 -28%
FAM
91
Fred Alger Management
New York
$2B +$94.3M +406,275 +5%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$2B -$11.4M -49,300 -0.6%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$2B +$35.8M +154,357 +2%
Aberdeen Group
94
Aberdeen Group
United Kingdom
$1.98B +$23.3M +100,461 +1%
Bessemer Group
95
Bessemer Group
New Jersey
$1.86B -$35.4M -152,407 -2%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$1.85B +$38.9M +167,596 +2%
LPC
97
Lone Pine Capital
Connecticut
$1.84B +$351M +1,512,102 +24%
Aristotle Capital Management
98
Aristotle Capital Management
California
$1.79B +$126M +541,897 +8%
SCP
99
Soroban Capital Partners
New York
$1.77B -$40.5M -174,543 -2%
AQR Capital Management
100
AQR Capital Management
Connecticut
$1.76B -$124M -532,973 -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.