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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
WCM
1376
Weik Capital Management
Pennsylvania
$18.5M -$178K -768 -1%
IG
1377
Inherent Group
New York
$18.4M -$2.06M -8,900 -10%
PCM
1378
Princeton Capital Management
New Jersey
$18.4M +$95.1K +410 +0.5%
CB
1379
Community Bank
New York
$18.4M -$239K -1,028 -1%
KJHP
1380
K.J. Harrison & Partners
Ontario, Canada
$18.4M -$73.8K -318 -0.4%
GCA
1381
Greenwood Capital Associates
South Carolina
$18.4M -$566K -2,440 -3%
IAN
1382
Integrated Advisors Network
Texas
$18.3M +$2.34M +10,077 +15%
AWM
1383
Altium Wealth Management
New York
$18.3M +$386K +1,662 +2%
CCA
1384
Checchi Capital Advisers
California
$18.3M -$310K -1,338 -2%
PMG
1385
ProVise Management Group
Florida
$18.3M +$147K +634 +0.5%
TMAM
1386
Tokio Marine Asset Management
Japan
$18.2M +$3.48M +14,982 +24%
AMCA
1387
Arthur M. Cohen & Associates
Illinois
$18.2M -$58K -250 -0.3%
PAM
1388
Peak Asset Management
Colorado
$18.2M -$854K -3,681 -5%
NWM
1389
Nicola Wealth Management
British Columbia, Canada
$18.2M -$3.56M -15,364 -17%
IA
1390
IFP Advisors
Florida
$18.2M -$53.8K -232 -0.3%
CIC
1391
Canal Insurance Company
South Carolina
$18.2M
BP
1392
Broadleaf Partners
Ohio
$18.1M +$572K +2,467 +3%
GVAG
1393
Great Valley Advisor Group
Delaware
$18.1M +$422K +1,818 +2%
PI
1394
PFS Investments
Georgia
$18.1M +$2.21M +9,506 +14%
HCM
1395
Huber Capital Management
California
$18.1M
FBA
1396
Front Barnett Associates
Illinois
$18.1M -$68.4K -295 -0.4%
RCM
1397
RNC Capital Management
California
$18.1M -$1.84M -7,930 -9%
IWM
1398
IHT Wealth Management
Illinois
$18M +$1.16M +5,003 +7%
PCMC
1399
Paragon Capital Management (Colorado)
Colorado
$18M -$191K -824 -1%
RIG
1400
Renaissance Investment Group
Massachusetts
$18M -$420K -1,811 -2%

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.