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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
RMSCM
1501
R.M. Sincerbeaux Capital Management
New York
$15.3M -$139K -600 -0.9%
S
1502
Seeyond
France
$15.3M -$3.15M -13,588 -17%
NC
1503
Naman Capital
Brazil
$15.3M -$2.32M -10,000 -13%
AT
1504
Arden Trust
Delaware
$15.3M -$987K -4,256 -6%
BTWM
1505
Baker Tilly Wealth Management
Wisconsin
$15.3M +$4.91M +21,162 +48%
JFGIW
1506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.3M -$187K -804 -1%
EF
1507
Empirical Finance
Pennsylvania
$15.2M
AC
1508
Alexandria Capital
Virginia
$15.2M -$1.31M -5,630 -8%
DA
1509
Dash Acquisitions
California
$15.2M +$1.17M +5,051 +8%
HL
1510
HeadInvest LLC
Maine
$15.2M -$527K -2,270 -3%
ANBT
1511
American National Bank & Trust
Texas
$15.2M -$336K -1,447 -2%
SBCM
1512
Schwerin Boyle Capital Management
Massachusetts
$15.2M -$174K -750 -1%
EP
1513
Eudaimonia Partners
Tennessee
$15.2M +$957K +4,123 +7%
SHGA
1514
Sand Hill Global Advisors
California
$15.2M -$600K -2,588 -4%
LWANC
1515
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.1M -$36.9K -159 -0.2%
TW
1516
Transform Wealth
Colorado
$15.1M +$392K +1,691 +3%
CWM
1517
CMH Wealth Management
New Hampshire
$15.1M -$11.6K -50 -0.1%
MIP
1518
Marietta Investment Partners
Wisconsin
$15.1M -$750K -3,231 -5%
PBC
1519
Pavion Blue Capital
California
$15.1M +$13.3M +57,319 +853%
RP
1520
Rice Partnership
Hawaii
$15.1M -$133K -573 -0.9%
IGGA
1521
Iron Gate Global Advisors
Utah
$15.1M +$5.68M +24,493 +62%
SV
1522
Sturgeon Ventures
United Kingdom
$15.1M +$232K +1,000 +2%
YWP
1523
YorkBridge Wealth Partners
New York
$15M +$521K +2,244 +4%
BFM
1524
Boothbay Fund Management
New York
$15M +$5.41M +23,305 +58%
GRP
1525
Global Retirement Partners
California
$15M +$343K +1,478 +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.