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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
ZAM
1851
Zevin Asset Management
Massachusetts
$9.88M +$2.19M +9,426 +29%
IMOV
1852
Investment Management of Virginia
Virginia
$9.87M -$148K -639 -2%
CHAM
1853
Clear Harbor Asset Management
Connecticut
$9.87M -$410K -1,769 -4%
MWM
1854
Modera Wealth Management
New Jersey
$9.86M -$1.31M -5,647 -12%
Fuller & Thaler Asset Management
1855
Fuller & Thaler Asset Management
California
$9.83M -$1.81M -7,800 -16%
CCM
1856
Carderock Capital Management
Maryland
$9.82M -$1M -4,324 -9%
CHP
1857
Castle Hook Partners
New York
$9.81M -$338M -1,458,381 -97%
SS
1858
Simplicity Solutions
Minnesota
$9.74M -$43.9M -189,303 -82%
ZB
1859
Zions Bancorporation
Utah
$9.73M +$663K +2,859 +7%
TIP
1860
Torray Investment Partners
Maryland
$9.72M -$147K -632 -2%
DIP
1861
DT Investment Partners
Pennsylvania
$9.72M -$3.42M -14,735 -26%
LWMM
1862
Legacy Wealth Management (Mississippi)
Mississippi
$9.72M +$274K +1,183 +3%
NL
1863
NKCFO LLC
Illinois
$9.71M
BHTS
1864
Bar Harbor Trust Services
Maine
$9.71M +$107K +461 +1%
SCP
1865
Steamboat Capital Partners
New York
$9.7M +$42.9K +185 +0.5%
SB
1866
Strategic Blueprint
Georgia
$9.7M +$596K +2,568 +7%
CIM
1867
Chapman Investment Management
California
$9.7M -$730K -3,145 -7%
TCCM
1868
Timber Creek Capital Management
Massachusetts
$9.66M -$83.5K -360 -0.9%
VIA
1869
Vident Investment Advisory
Georgia
$9.65M +$1.83M +7,893 +24%
CM
1870
Capula Management
Cayman Islands
$9.65M +$8.3M +35,761 +691%
LSPW
1871
Lake Street Private Wealth
Illinois
$9.63M -$329K -1,416 -3%
OPA
1872
Old Port Advisors
Maine
$9.62M -$89.3K -385 -0.9%
GDP
1873
Great Diamond Partners
Maine
$9.58M -$168K -722 -2%
JIP
1874
Jaffetilchin Investment Partners
Florida
$9.55M +$1.47M +6,349 +19%
IIM
1875
Intact Investment Management
Quebec, Canada
$9.51M -$1.08M -4,650 -10%

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.