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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
IWS
1676
Insight Wealth Strategies
California
$12.3M +$2.43M +10,482 +25%
WKWM
1677
Walter & Keenan Wealth Management
Indiana
$12.2M -$839K -3,615 -7%
SWM
1678
Stockman Wealth Management
Montana
$12.2M -$25.1K -108 -0.2%
RG
1679
Rikoon Group
New Mexico
$12.2M +$71.9K +310 +0.6%
WCM
1680
Wisconsin Capital Management
Wisconsin
$12.2M -$1.26M -5,429 -9%
QCG
1681
Quadrant Capital Group
Ohio
$12.2M +$1.56M +6,727 +15%
FVCM
1682
F&V Capital Management
Florida
$12.2M -$466K -2,009 -4%
SWM
1683
Segment Wealth Management
Texas
$12.2M +$176K +758 +1%
AC
1684
AMS Capital
Brazil
$12.2M -$1.62M -6,965 -12%
AAS
1685
Annex Advisory Services
Wisconsin
$12.2M -$452K -1,948 -4%
MWA
1686
Meridian Wealth Advisors
Texas
$12.2M -$402K -1,733 -3%
FHA
1687
Flagship Harbor Advisors
Massachusetts
$12.1M +$277K +1,193 +2%
TS
1688
Tamar Securities
California
$12.1M +$1.28M +5,514 +12%
Koshinski Asset Management
1689
Koshinski Asset Management
Illinois
$12.1M +$2.66M +11,468 +29%
HIC
1690
Harbor Island Capital
Massachusetts
$12.1M
GWSG
1691
GPS Wealth Strategies Group
Colorado
$12.1M +$58.5K +252 +0.5%
FNB
1692
Farmers National Bank
Kentucky
$12.1M -$364K -1,568 -3%
GEA
1693
Glen Eagle Advisors
New Jersey
$12.1M +$229K +989 +2%
EGM
1694
Engineers Gate Manager
New York
$12M +$8.77M +37,800 +285%
JRP
1695
Jasper Ridge Partners
California
$12M +$132K +570 +1%
BCP
1696
Bluegrass Capital Partners
Florida
$12M
WIC
1697
Whitegate Investment Counselors
New Hampshire
$12M -$112K -484 -0.9%
SG
1698
Swarthmore Group
Pennsylvania
$12M +$10.9M +46,809 +1,163%
PCM
1699
Prelude Capital Management
New York
$12M +$7.02M +30,235 +147%
MIG
1700
McGuire Investment Group
Rhode Island
$12M +$766K +3,302 +7%

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.