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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
HW
1626
Hedeker Wealth
Illinois
$13M +$69.6K +300 +0.5%
PS
1627
Pensionfund Sabic
Netherlands
$12.9M -$1.28M -5,500 -9%
WAP
1628
Wealthcare Advisory Partners
Pennsylvania
$12.9M +$1.82M +7,830 +17%
FNBTCON
1629
First National Bank & Trust Co of Newtown
Pennsylvania
$12.9M -$688K -2,964 -5%
Optiver Holding
1630
Optiver Holding
Netherlands
$12.9M +$12.7M +54,682 New
HFM
1631
Hartford Financial Management
Connecticut
$12.9M -$7.42K -32 -0.1%
BBL
1632
Beck Bode LLC
Massachusetts
$12.9M +$12.7M +54,639 New
S
1633
swisspartners
Liechtenstein
$12.9M -$652K -2,809 -5%
IFWM
1634
Institute for Wealth Management
Colorado
$12.8M -$375K -1,618 -3%
KPW
1635
Kore Private Wealth
New York
$12.8M +$165K +712 +1%
CWA
1636
Canvas Wealth Advisors
Kansas
$12.8M +$11.6M +50,115 New
NB
1637
Northwest Bancshares
Pennsylvania
$12.8M +$652K +2,808 +5%
BMC
1638
Benin Management Corp
Connecticut
$12.8M -$226K -975 -2%
ST
1639
Somerset Trust
Pennsylvania
$12.8M -$45K -194 -0.4%
RHDIC
1640
R.H. Dinel Investment Counsel
California
$12.8M
PL
1641
Parkwood LLC
Ohio
$12.8M -$3.98M -17,175 -24%
AFT
1642
Alpha Family Trust
California
$12.8M
SSI
1643
Scott & Selber Inc
Texas
$12.8M -$13K -56 -0.1%
AFAS
1644
Acorn Financial Advisory Services
Virginia
$12.8M +$1.22M +5,255 +11%
AIC
1645
Ameritas Investment Company
Nebraska
$12.8M +$4.35M +18,745 +53%
WCF
1646
West Coast Financial
California
$12.7M -$8.82K -38 -0.1%
CAM
1647
Cypress Asset Management
Texas
$12.7M -$168K -726 -1%
LCC
1648
Lincoln Capital Corp
Rhode Island
$12.7M -$20K -86 -0.2%
MCC
1649
Money Concepts Capital
Florida
$12.7M +$1.55M +6,699 +14%
TC
1650
Tarsadia Capital
New York
$12.7M -$11.1M -47,837 -47%

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.