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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
MSR
1076
Main Street Research
Connecticut
$28.9M +$1.82M +7,849 +7%
SC
1077
Sepio Capital
Utah
$28.9M +$1.4M +6,023 +5%
JAFL
1078
Jay A. Fishman Ltd
Michigan
$28.8M +$431K +1,856 +2%
RI
1079
RWWM Inc
California
$28.8M -$1.25M -5,392 -4%
RS
1080
Robeco Schweiz
Switzerland
$28.7M -$15.3M -65,840 -35%
1WA
1081
180 Wealth Advisors
Washington
$28.7M -$806K -3,475 -3%
AP
1082
Appleton Partners
Massachusetts
$28.7M +$415K +1,790 +1%
IWC
1083
Integrated Wealth Concepts
Massachusetts
$28.6M +$2.05M +8,817 +8%
AIM
1084
Avity Investment Management
Connecticut
$28.6M -$347K -1,495 -1%
FB
1085
Fulton Bank
Pennsylvania
$28.6M -$1.31M -5,659 -4%
BCM
1086
Bridgeway Capital Management
Texas
$28.5M -$2.51M -10,800 -8%
DWM
1087
Dakota Wealth Management
Florida
$28.5M +$983K +4,235 +4%
FNFDCM
1088
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$28.5M -$240K -1,036 -0.8%
DP
1089
DSAM Partners
United Kingdom
$28.5M -$3.39M -14,593 -11%
VWM
1090
Valley Wealth Managers
New Jersey
$28.5M +$523K +2,253 +2%
HCM
1091
Horiko Capital Management
New York
$28.4M +$2.71M +11,668 +11%
GIM
1092
Goelzer Investment Management
Indiana
$28.4M -$1.39M -5,999 -5%
FG
1093
Fiduciary Group
Georgia
$28.3M +$796K +3,429 +3%
GCM
1094
Graham Capital Management
Connecticut
$28.3M -$13.7M -58,940 -33%
TI
1095
Tidal Investments
Wisconsin
$28.2M +$12.8M +55,110 +86%
FHA
1096
First Horizon Advisors
Tennessee
$28.1M +$427K +1,839 +2%
CA
1097
Claar Advisors
New York
$28.1M -$27.8K -120 -0.1%
WAM
1098
Weatherly Asset Management
California
$28M +$159K +686 +0.6%
FWM
1099
Frontier Wealth Management
Missouri
$27.9M +$1.05M +4,542 +4%
PA
1100
PFG Advisors
Arizona
$27.9M +$15.6M +67,400 +133%

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.