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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
MS
2026
Marshall & Sullivan
Washington
$8.03M +$6.05M +26,095 +328%
ATFA
2027
All Terrain Financial Advisors
Minnesota
$8.02M -$58.9K -254 -0.7%
HA
2028
Hamel Associates
New Jersey
$8.02M -$459K -1,977 -5%
NDSI
2029
Newman Dignan & Sheerar Inc
Rhode Island
$8.01M -$627K -2,701 -7%
AWMT
2030
AAFMAA Wealth Management & Trust
North Carolina
$8M +$2.02M +8,722 +35%
BAM
2031
Brave Asset Management
New Jersey
$8M +$158K +680 +2%
NCM
2032
Northwest Capital Management
Oregon
$7.99M +$2.09K +9 +0%
GLAM
2033
Gardner Lewis Asset Management
Pennsylvania
$7.98M +$2.88M +12,429 +58%
CFG
2034
Cambridge Financial Group
Ohio
$7.98M +$916K +3,950 +13%
RFMS
2035
RWQ Financial Management Services
Florida
$7.98M +$1.55M +6,670 +25%
PL
2036
Plancorp LLC
Missouri
$7.96M -$779K -3,357 -9%
TP
2037
Tranquility Partners
Tennessee
$7.96M +$20.4K +88 +0.3%
TWA
2038
TCI Wealth Advisors
Arizona
$7.94M -$116K -498 -1%
FTB
2039
First Trust Bank
Bahamas
$7.94M
IIA
2040
IPG Investment Advisors
California
$7.93M -$1.15M -4,976 -13%
HI
2041
Hendershot Investments
Virginia
$7.92M -$32.5K -140 -0.4%
LIM
2042
Loudon Investment Management
New Hampshire
$7.91M -$159K -685 -2%
ADL
2043
Asset Dedication LLC
California
$7.89M -$1.38M -5,944 -15%
GLA
2044
Good Life Advisors
Pennsylvania
$7.89M -$371K -1,599 -5%
BCA
2045
Bray Capital Advisors
Florida
$7.88M +$432K +1,860 +6%
IA
2046
IFG Advisory
Georgia
$7.86M +$167K +718 +2%
SWA
2047
Stratos Wealth Advisors
Ohio
$7.85M +$940K +4,053 +14%
DACG
2048
Donor Advised Charitable Giving
California
$7.85M -$5.63M -24,249 -42%
BCCM
2049
Bridge Creek Capital Management
Massachusetts
$7.85M -$116K -500 -1%
FNBOMD
2050
First National Bank of Mount Dora
Florida
$7.8M -$1.75M -7,542 -19%

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.