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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
EH
1151
Equitable Holdings
New York
$25.9M -$90.3K -389 -0.4%
QOP
1152
Quinn Opportunity Partners
Virginia
$25.9M +$9.86M +42,500 +63%
UONDDL
1153
University of Notre Dame du Lac
Indiana
$25.8M +$461K +1,985 +2%
AIM
1154
ARK Investment Management
Florida
$25.7M +$20.3M +87,680 +408%
FHB
1155
First Hawaiian Bank
Hawaii
$25.7M +$443K +1,908 +2%
CC
1156
Chicago Capital
Illinois
$25.7M +$64.3K +277 +0.3%
FHC
1157
First Horizon Corporation
Tennessee
$25.6M -$18.8K -81 -0.1%
MCM
1158
Mengis Capital Management
Oregon
$25.5M +$252K +1,087 +1%
MC
1159
Maplelane Capital
New York
$25.5M -$110M -472,000 -81%
AC
1160
Armistice Capital
New York
$25.5M +$11.6M +50,000 +86%
HVM
1161
Harvest Volatility Management
Connecticut
$25.4M +$9.5M +40,954 +61%
SB
1162
Simmons Bank
Arkansas
$25.4M -$1.16M -5,000 -4%
WC
1163
Whitney & Co
New York
$25.4M +$149K +642 +0.6%
RA
1164
RiverPark Advisors
New York
$25.3M +$315K +1,356 +1%
IEFM
1165
IQ EQ Fund Management
Ireland
$25.3M -$568K -2,449 -2%
AP
1166
Archon Partners
New Jersey
$25.2M -$2.78M -12,000 -10%
ACA
1167
Aptus Capital Advisors
Alabama
$25.2M -$692K -2,983 -3%
CFM
1168
Coronation Fund Managers
South Africa
$25M +$3.47M +14,934 +16%
1SB
1169
1ST Source Bank
Indiana
$25M -$640K -2,760 -3%
PIM
1170
Penobscot Investment Management
Massachusetts
$24.9M -$123K -530 -0.5%
BAM
1171
Bell Asset Management
Australia
$24.9M +$10.2M +43,830 +71%
CCFCSB
1172
Cape Cod Five Cents Savings Bank
Massachusetts
$24.9M -$927K -3,995 -4%
MWM
1173
Madison Wealth Management
Ohio
$24.7M -$1.22M -5,240 -5%
FMC
1174
First Merchants Corp
Indiana
$24.7M +$98.6K +425 +0.4%
MAM
1175
Madison Asset Management
Wisconsin
$24.6M -$3.5M -15,105 -13%

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.