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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
BWM
1351
Buckley Wealth Management
Nevada
$19M +$5.34K +23 +0%
NIC
1352
Northwest Investment Counselors
Oregon
$19M -$49.7K -214 -0.3%
CVM
1353
Cheviot Value Management
California
$19M -$389K -1,677 -2%
QC
1354
Quadrature Capital
United Kingdom
$19M -$5.47M -23,588 -23%
PP
1355
Paloma Partners
Connecticut
$19M +$12.6M +54,302 +208%
OPS
1356
Orion Portfolio Solutions
Nebraska
$18.9M +$2.94M +12,691 +19%
CQS
1357
Credential Qtrade Securities
$18.9M -$260K -1,119 -1%
HSA
1358
HBK Sorce Advisory
Pennsylvania
$18.9M +$522K +2,250 +3%
CCC
1359
Cincinnati Casualty Company
Ohio
$18.9M
AF
1360
Ally Financial
Michigan
$18.9M +$4.64M +20,000 +33%
M
1361
MOTCO
Texas
$18.8M +$16.2K +70 +0.1%
RF
1362
Rollins Financial
Georgia
$18.7M +$397K +1,711 +2%
WIS
1363
Wright Investors Service
Connecticut
$18.7M +$2.72M +11,732 +17%
IB
1364
Intrust Bank
Kansas
$18.7M +$72.9K +314 +0.4%
GC
1365
Gratus Capital
Georgia
$18.7M +$578K +2,491 +3%
GG
1366
Greenwood Gearhart
Arkansas
$18.6M +$386K +1,664 +2%
HBT
1367
Hills Bank & Trust
Iowa
$18.6M +$43.9K +189 +0.2%
FM
1368
Foster & Motley
Ohio
$18.6M -$884K -3,808 -5%
MCM
1369
Mitchell Capital Management
Kansas
$18.6M -$518K -2,231 -3%
TNA
1370
True North Advisors
Texas
$18.6M +$578K +2,492 +3%
VST
1371
Van Strum & Towne
California
$18.6M -$227K -980 -1%
SCM
1372
Stonebridge Capital Management
California
$18.6M -$381K -1,642 -2%
CAM
1373
Claret Asset Management
Quebec, Canada
$18.5M -$302K -1,301 -2%
CCM
1374
Campbell Capital Management
Florida
$18.5M -$181K -778 -1%
BP
1375
Ballentine Partners
Massachusetts
$18.5M +$111K +480 +0.6%

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.