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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
OPCM
1276
Osborne Partners Capital Management
California
$21.2M -$27.2M -117,241 -57%
SC
1277
Savant Capital
Illinois
$21.2M +$316K +1,362 +2%
WAM
1278
Wallington Asset Management
Indiana
$21.1M -$6M -25,862 -22%
AAIM
1279
American Assets Investment Management
California
$21.1M
GIA
1280
Granite Investment Advisors
New Hampshire
$21.1M +$539K +2,322 +3%
GSBTD
1281
Glenview State Bank Trust Department
Illinois
$21M -$44.1K -190 -0.2%
VV
1282
Verity & Verity
South Carolina
$21M -$1.64M -7,063 -8%
BFEC
1283
Benjamin F. Edwards & Company
Missouri
$21M +$412K +1,775 +2%
CIA
1284
Covington Investment Advisors
Pennsylvania
$21M +$751K +3,237 +4%
ECG
1285
Edge Capital Group
Georgia
$21M -$454K -1,956 -2%
WCMN
1286
Westchester Capital Management (Nebraska)
Nebraska
$20.9M -$4.64K -20 -0%
MFWM
1287
Motley Fool Wealth Management
Virginia
$20.9M +$535K +2,306 +3%
BHB
1288
Bank Hapoalim BM
Israel
$20.9M +$449K +1,935 +2%
BPM
1289
Bowling Portfolio Management
Ohio
$20.9M -$3.43M -14,796 -14%
CCA
1290
Cobblestone Capital Advisors
New York
$20.9M -$351K -1,511 -2%
GJCM
1291
Grand Jean Capital Management
California
$20.9M -$21.8K -94 -0.1%
ACL
1292
APEIRON Capital Ltd
Hong Kong
$20.8M +$3.16M +13,600 +18%
AO
1293
Allen Operations
New York
$20.8M +$14.9M +64,400 +269%
GFA
1294
Gifford Fong Associates
California
$20.8M
FBC
1295
Fairfield, Bush & Co
Connecticut
$20.8M +$334K +1,441 +2%
SCA
1296
Stonebridge Capital Advisors
Minnesota
$20.8M +$1.35M +5,813 +7%
EWM
1297
Edge Wealth Management
New York
$20.7M +$833K +3,589 +4%
BFC
1298
Blue Fin Capital
Rhode Island
$20.7M +$278K +1,200 +1%
BMM
1299
Buffington Mohr McNeal
Idaho
$20.7M +$197K +848 +1%
EVM
1300
Evelyn V. Moreno
$20.7M +$2.78K +12 +0%

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.