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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
NO
1801
Ninety One
South Africa
$10.5M -$1.8M -7,753 -15%
FWC
1802
First Washington Corp
Washington
$10.5M -$6.96K -30 -0.1%
WAM
1803
Weiss Asset Management
Massachusetts
$10.5M
TYCC
1804
Texas Yale Capital Corp
Florida
$10.5M -$1.21M -5,230 -10%
MJP
1805
Michael J. Puzo
$10.5M -$503K -2,167 -5%
CBTWT
1806
Community Bank & Trust (Waco, Texas)
Texas
$10.5M -$254K -1,095 -2%
AFWM
1807
AMJ Financial Wealth Management
Virginia
$10.5M -$53.8K -232 -0.5%
JFA
1808
Johanson Financial Advisors
California
$10.5M -$56.8K -245 -0.6%
9WM
1809
9258 Wealth Management
Ohio
$10.5M -$31.3K -135 -0.3%
MPIM
1810
McGinn Penninger Investment Management
Virginia
$10.5M -$468K -2,017 -4%
FBT
1811
First Bankers Trust
Kentucky
$10.5M -$1.33M -5,711 -11%
BIMC
1812
Benson Investment Management Company
Virginia
$10.5M +$11.1K +48 +0.1%
WP
1813
Waycross Partners
Kentucky
$10.5M +$782K +3,370 +8%
ATPW
1814
Ashton Thomas Private Wealth
Arizona
$10.4M -$123K -528 -1%
RCAG
1815
Rehmann Capital Advisory Group
Michigan
$10.4M +$121K +520 +1%
TA
1816
Tiedemann Advisors
New York
$10.4M +$557K +2,401 +6%
ACM
1817
AlphaCrest Capital Management
New York
$10.4M -$2.08M -8,945 -17%
WP
1818
WealthPLAN Partners
Nebraska
$10.4M -$108K -467 -1%
WBC
1819
West Branch Capital
Massachusetts
$10.4M -$174K -748 -2%
HWAM
1820
Hennion & Walsh Asset Management
New Jersey
$10.3M +$10.2M +43,899 New
ACM
1821
Academy Capital Management
Texas
$10.3M +$122K +524 +1%
KFGK
1822
Keystone Financial Group (Kentucky)
Kentucky
$10.3M -$70.8K -305 -0.7%
EH
1823
Employers Holdings
Nevada
$10.3M
AWM
1824
Avior Wealth Management
Nebraska
$10.3M -$106K -459 -1%
AA
1825
Armor Advisors
New York
$10.3M -$199K -857 -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.