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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
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$976M +$100M +432,754 +12%
Canada Pension Plan Investment Board
152
Canada Pension Plan Investment Board
Ontario, Canada
$973M -$235M -1,014,076 -20%
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$970M +$24.3M +104,891 +3%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$970M +$17.6M +75,913 +2%
DCP
155
DSM Capital Partners
Florida
$958M -$12.1M -52,230 -1%
CI Investments Inc
156
CI Investments Inc
Ontario, Canada
$956M -$90.6M -390,404 -9%
Artisan Partners
157
Artisan Partners
Wisconsin
$953M -$20.1M -86,783 -2%
Mawer Investment Management
158
Mawer Investment Management
Alberta, Canada
$941M +$44M +189,592 +5%
SEI Investments
159
SEI Investments
Pennsylvania
$938M -$26.5M -114,401 -3%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$920M -$111M -477,942 -11%
Aviva
161
Aviva
United Kingdom
$907M +$8.98M +38,723 +1%
FPP
162
Findlay Park Partners
United Kingdom
$886M -$117M -506,184 -12%
LPL Financial
163
LPL Financial
California
$874M +$17.9M +77,019 +2%
Asset Management One
164
Asset Management One
Japan
$871M -$23.7M -102,195 -3%
VAM
165
Veritas Asset Management
United Kingdom
$869M +$44.5M +191,906 +5%
William Blair & Company
166
William Blair & Company
Illinois
$866M -$83.3M -358,935 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$858M -$64.5M -278,122 -7%
CWG
168
C WorldWide Group
Denmark
$845M -$21.2M -91,378 -2%
JIM
169
Jensen Investment Management
Oregon
$842M -$62.8M -270,573 -7%
JSP
170
Jackson Square Partners
California
$835M -$590M -2,540,843 -42%
A
171
AustralianSuper
Australia
$831M -$224M -966,606 -22%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$823M -$32.6M -140,403 -4%
PAM
173
Panagora Asset Management
Massachusetts
$816M -$7.34M -31,627 -0.9%
EIP
174
Epoch Investment Partners
New York
$816M -$147M -634,263 -15%
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$800M -$31M -133,506 -4%

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.