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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
MWNA
176
Marshall Wace North America
New York
$798M +$257M +1,107,236 +49%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$795M +$420M +1,812,218 +116%
Skandinaviska Enskilda Banken (SEB)
178
Skandinaviska Enskilda Banken (SEB)
Sweden
$793M +$37.3M +160,701 +5%
PCH
179
Polar Capital Holdings
United Kingdom
$785M +$31.2M +134,533 +4%
KeyBank National Association
180
KeyBank National Association
Ohio
$773M -$17.8M -76,579 -2%
HighTower Advisors
181
HighTower Advisors
Illinois
$769M +$24.4M +105,000 +3%
Two Sigma Advisers
182
Two Sigma Advisers
New York
$768M +$46.6M +200,700 +7%
SAM
183
Storebrand Asset Management
Norway
$766M +$17.2M +74,147 +2%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$757M -$243M -1,046,285 -25%
Treasurer of the State of North Carolina
185
Treasurer of the State of North Carolina
North Carolina
$748M +$3.33M +14,340 +0.5%
Alkeon Capital Management
186
Alkeon Capital Management
New York
$732M -$187M -806,689 -21%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$731M +$30.1M +129,532 +4%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$724M +$21.9M +94,503 +3%
Bank Julius Baer & Co
189
Bank Julius Baer & Co
Switzerland
$724M -$3.17M -13,680 -0.4%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$722M +$9.39M +40,472 +1%
ACI
191
AMP Capital Investors
Australia
$718M -$9.17M -39,528 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
192
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$712M -$11.6M -49,790 -2%
BG
193
Bahl & Gaynor
Ohio
$707M -$23.3M -100,609 -3%
First Trust Advisors
194
First Trust Advisors
Illinois
$706M +$136M +586,595 +24%
First Eagle Investment Management
195
First Eagle Investment Management
New York
$701M -$2.23M -9,613 -0.3%
Luther King Capital Management (LKCM)
196
Luther King Capital Management (LKCM)
Texas
$690M -$442K -1,903 -0.1%
WT
197
Wellcome Trust
United Kingdom
$686M +$2.03M +8,770 +0.3%
TAM
198
Troy Asset Management
United Kingdom
$677M +$4.06M +17,499 +0.6%
CWM
199
CIBC World Markets
New York
$677M -$189M -816,221 -22%
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
$673M -$64.9M -279,673 -9%

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.