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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
EAM
1451
EULAV Asset Management
Florida
$16.8M +$926K +3,993 +6%
C
1452
Chescapmanager
Maryland
$16.7M +$2.32M +10,000 +16%
BC
1453
Blackhill Capital
New Jersey
$16.7M
ECM
1454
Exchange Capital Management
Michigan
$16.7M +$310K +1,338 +2%
HCM
1455
Harvey Capital Management
Florida
$16.6M +$59.2K +255 +0.4%
SAM
1456
Sompo Asset Management
Japan
$16.6M -$608K -2,620 -4%
HIM
1457
Harbour Investment Management
Washington
$16.6M -$36K -155 -0.2%
CCM
1458
Cohen Capital Management
California
$16.6M
VCM
1459
Vision Capital Management
Oregon
$16.6M +$712K +3,070 +5%
PCTC
1460
Perkins Coie Trust Company
Washington
$16.5M -$225K -969 -1%
LG
1461
Leuthold Group
Minnesota
$16.5M -$1.52M -6,540 -9%
TAM
1462
Telemark Asset Management
Massachusetts
$16.5M +$4.64M +20,000 +40%
Group One Trading
1463
Group One Trading
Illinois
$16.5M -$5.1M -21,980 -24%
NIM
1464
Nicollet Investment Management
Minnesota
$16.5M -$283K -1,220 -2%
AA
1465
Auxano Advisors
Washington
$16.5M -$35.7K -154 -0.2%
ACM
1466
Adalta Capital Management
New York
$16.4M -$245K -1,057 -1%
ANTB
1467
AMG National Trust Bank
Colorado
$16.4M -$575K -2,480 -3%
CPIG
1468
Chicago Partners Investment Group
Illinois
$16.4M +$1.21M +5,236 +9%
B
1469
BloombergSen
Ontario, Canada
$16.3M +$16.1M +69,344 New
AWA
1470
ARS Wealth Advisors
Florida
$16.3M +$1.07M +4,630 +7%
JWCA
1471
J.W. Cole Advisors
Florida
$16.2M +$967K +4,166 +6%
MOS
1472
MGO One Seven
Ohio
$16.2M +$2.35M +10,126 +17%
VWA
1473
V Wealth Advisors
Kansas
$16.2M -$465K -2,004 -3%
BCM
1474
Buckhead Capital Management
Georgia
$16.2M -$1.61M -6,932 -9%
RSWM
1475
Robertson Stephens Wealth Management
California
$16.1M +$3.91M +16,871 +33%

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.