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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
APG Asset Management
101
APG Asset Management
Netherlands
$1.73B -$741M -3,192,265 -27%
Canada Life
102
Canada Life
Manitoba, Canada
$1.72B -$244M -1,052,121 -13%
Fayez Sarofim & Co
103
Fayez Sarofim & Co
Texas
$1.71B -$5.09M -21,951 -0.3%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$1.71B +$464M +2,000,610 +38%
Fiera Capital (Canada)
105
Fiera Capital (Canada)
Quebec, Canada
$1.71B -$120M -519,261 -7%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$1.7B +$42.9M +184,858 +3%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.67B +$150M +647,262 +10%
Parnassus Investments
108
Parnassus Investments
California
$1.66B +$71.1M +306,580 +5%
Stifel Financial
109
Stifel Financial
Missouri
$1.64B +$23.5M +101,424 +1%
Baillie Gifford & Co
110
Baillie Gifford & Co
United Kingdom
$1.61B -$9.88M -42,587 -0.6%
ProShare Advisors
111
ProShare Advisors
Maryland
$1.56B +$231M +993,675 +18%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$1.55B -$77.6M -334,406 -5%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$1.54B -$169M -730,062 -10%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$1.49B -$233M -1,006,323 -14%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$1.47B +$41.8M +180,213 +3%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$1.46B -$84.4M -363,965 -6%
GQG Partners
117
GQG Partners
Florida
$1.43B -$139M -600,039 -9%
US Bancorp
118
US Bancorp
Minnesota
$1.42B -$2.95M -12,713 -0.2%
ECU
119
Egerton Capital (UK)
United Kingdom
$1.41B +$236M +1,016,737 +20%
Victory Capital Management
120
Victory Capital Management
Texas
$1.41B -$32.5M -140,128 -2%
DCP
121
D1 Capital Partners
New York
$1.37B -$500M -2,155,819 -27%
SGM
122
Skye Global Management
Florida
$1.36B +$195M +842,000 +17%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$1.35B +$211M +908,768 +19%
1832 Asset Management
124
1832 Asset Management
Ontario, Canada
$1.34B -$353M -1,519,851 -21%
Flossbach Von Storch
125
Flossbach Von Storch
Germany
$1.34B +$124M +534,261 +10%

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.