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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
CNB
1401
Camden National Bank
Maine
$18M -$711K -3,066 -4%
CNC
1402
Camden National Corporation
Maine
$18M +$17.7M +76,401 New
FC
1403
Ferris Capital
Massachusetts
$17.9M +$4.64K +20 +0%
CT
1404
Coastline Trust
Rhode Island
$17.9M +$1.02M +4,399 +6%
MAFM
1405
Mid Atlantic Financial Management
Pennsylvania
$17.9M +$317K +1,366 +2%
NCM
1406
Nelson Capital Management
California
$17.9M -$1.47M -6,324 -8%
WPW
1407
Waldron Private Wealth
Pennsylvania
$17.9M +$134K +578 +0.8%
LOAME
1408
Lombard Odier Asset Management (Europe)
United Kingdom
$17.8M -$14.6M -62,766 -45%
HKIM
1409
Hayek Kallen Investment Management
Alabama
$17.8M -$222K -956 -1%
Tudor Investment Corp
1410
Tudor Investment Corp
Connecticut
$17.8M +$5.91M +25,490 +51%
GIA
1411
GHP Investment Advisors
Colorado
$17.8M -$361K -1,558 -2%
SAM
1412
Synergy Asset Management
Washington
$17.8M -$2.75M -11,832 -14%
NG
1413
NatWest Group
United Kingdom
$17.8M -$3.68M -15,881 -17%
IWA
1414
IBEX Wealth Advisors
New Jersey
$17.7M +$199K +857 +1%
ETI
1415
Enterprise Trust & Investment
California
$17.7M -$19.7K -85 -0.1%
AAP
1416
Ardsley Advisory Partners
Connecticut
$17.7M +$15.2M +65,400 +681%
LJHT
1417
Laurie J. Hall Trustee
$17.7M -$797K -3,437 -4%
JPC
1418
Jabodon PT Co
Nevada
$17.7M +$17.4M +75,164 New
HFS
1419
Haverford Financial Services
Pennsylvania
$17.7M -$146K -629 -0.8%
PFM
1420
Premier Fund Managers
United Kingdom
$17.7M -$1.07M -4,608 -6%
LSCM
1421
Light Street Capital Management
California
$17.7M +$7.54M +32,500 +76%
MCM
1422
Maytus Capital Management
New York
$17.7M +$17.4M +75,000 New
ZP
1423
Zimmer Partners
New York
$17.7M +$17.4M +75,000 New
PWW
1424
Pettyjohn Wood & White
Virginia
$17.7M -$330K -1,423 -2%
CPA
1425
Court Place Advisors
Maryland
$17.6M -$206K -890 -1%

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.