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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
VWM
1551
Venturi Wealth Management
Texas
$14.3M +$188K +809 +1%
MP
1552
McDonald Partners
Ohio
$14.2M +$96.8K +417 +0.7%
MCM
1553
Monarch Capital Management
Indiana
$14.2M -$383K -1,649 -3%
NPT
1554
Nixon Peabody Trust
Massachusetts
$14.2M +$90.3K +389 +0.7%
CAM
1555
Centre Asset Management
New York
$14.2M -$742K -3,200 -5%
ZIG
1556
Zuckerman Investment Group
Illinois
$14.2M +$332K +1,429 +2%
BDF
1557
Balasa Dinverno & Foltz
$14.2M +$1.6M +6,899 +13%
WA
1558
Winfield Associates
Ohio
$14.2M -$113K -488 -0.8%
DI
1559
Diligent Investors
California
$14.2M -$186K -801 -1%
CSUI
1560
Cincinnati Specialty Underwriters Insurance
Ohio
$14.1M
III
1561
Independent Investors Inc
New York
$14.1M -$29K -125 -0.2%
PT
1562
Plimoth Trust
Massachusetts
$14.1M +$416K +1,795 +3%
CCMINC
1563
Cardinal Capital Management Inc (North Carolina)
North Carolina
$14.1M +$75.6K +326 +0.5%
RWM
1564
Rench Wealth Management
Texas
$14.1M +$143K +617 +1%
VNA
1565
Valley National Advisers
Pennsylvania
$14M -$449K -1,936 -3%
AWM
1566
Altavista Wealth Management
North Carolina
$14M -$352K -1,518 -2%
BBNA
1567
Bremer Bank National Association
Minnesota
$13.9M -$342K -1,475 -2%
SFG
1568
SevenBridge Financial Group
Pennsylvania
$13.9M -$38.5K -166 -0.3%
HRC
1569
Hoertkorn Richard Charles
$13.9M -$240K -1,035 -2%
HT
1570
HAP Trading
New York
$13.9M -$12.7M -54,700 -48%
LCH
1571
Lee Capital Holdings
New York
$13.9M +$3.1M +13,379 +29%
MC
1572
Middleton & Co
Massachusetts
$13.9M +$1.93M +8,301 +16%
MCG
1573
McCollum Christoferson Group
New York
$13.8M -$51K -220 -0.4%
KCP
1574
KDI Capital Partners
North Carolina
$13.8M +$493K +2,125 +4%
BIC
1575
Beach Investment Counsel
Pennsylvania
$13.7M -$2.13M -9,185 -14%

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.