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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
BCP
1176
Blue Chip Partners
Michigan
$24.6M -$3.92M -16,885 -14%
MIC
1177
Means Investment Company
Maine
$24.5M +$143K +618 +0.6%
FMBTD
1178
First Midwest Bank Trust Division
Illinois
$24.4M -$1.42M -6,103 -6%
CANC
1179
Culbertson A N & Co
Virginia
$24.4M -$450K -1,941 -2%
AC
1180
Abbrea Capital
California
$24.4M +$152K +655 +0.6%
LDB
1181
Lee, Danner & Bass
Tennessee
$24.4M -$238K -1,025 -1%
AWM
1182
Absher Wealth Management
North Carolina
$24.3M -$432K -1,863 -2%
PGIM
1183
Pacific Global Investment Management
California
$24.2M -$741K -3,194 -3%
FAT
1184
First American Trust
California
$24.2M -$476K -2,050 -2%
NAM
1185
North American Management
Massachusetts
$24.1M -$211K -908 -0.9%
BC
1186
Burleson & Co
California
$24.1M -$1.31M -5,628 -5%
MCM
1187
Murphy Capital Management
New Jersey
$24.1M +$843K +3,635 +4%
HB
1188
Homrich & Berg
Georgia
$24.1M -$561K -2,416 -2%
PTC
1189
Private Trust Company
Ohio
$24M -$688K -2,964 -3%
PCM
1190
Pennsylvania Capital Management
Pennsylvania
$24M +$1.33M +5,737 +6%
FF
1191
FourThought Financial
Florida
$23.9M -$733K -3,160 -3%
KFP
1192
KMG Fiduciary Partners
Ohio
$23.9M +$689K +2,968 +3%
TIA
1193
Tandem Investment Advisors
South Carolina
$23.9M +$445K +1,918 +2%
SAM
1194
Sycomore Asset Management
France
$23.9M -$10.1M -43,647 -30%
PR
1195
Payden & Rygel
California
$23.9M -$8.56M -36,900 -27%
DT
1196
Diversified Trust
Tennessee
$23.8M +$1.44M +6,221 +7%
GAM
1197
Griffin Asset Management
New York
$23.8M +$2.66M +11,448 +13%
OA
1198
Oxbow Advisors
Texas
$23.7M +$467K +2,013 +2%
MMG
1199
Monetary Management Group
Missouri
$23.7M -$502K -2,165 -2%
CAL
1200
Capital Analysts LLC
Pennsylvania
$23.7M +$10.2M +43,817 +77%

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.