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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
SFG
2101
Summit Financial Group
West Virginia
$7.4M -$984K -4,241 -12%
UH
2102
Unigestion Holding
Switzerland
$7.39M -$5.48M -23,631 -43%
CFFP
2103
Center for Financial Planning
Michigan
$7.38M +$467K +2,014 +7%
SFM
2104
Signet Financial Management
New Jersey
$7.38M +$84.9K +366 +1%
PWSG
2105
Pacific Wealth Strategies Group
California
$7.36M -$189K -815 -3%
BCM
2106
Brown Capital Management
Maryland
$7.35M -$479K -2,065 -6%
GL
2107
Graypoint LLC
New York
$7.35M -$423K -1,825 -6%
UCMOK
2108
United Capital Management of KS
Kansas
$7.34M -$692K -2,981 -9%
RM
2109
Resource Management
Louisiana
$7.34M +$19.5K +84 +0.3%
HCM
2110
Highlander Capital Management
New Jersey
$7.32M -$23.2K -100 -0.3%
SCG
2111
Sonata Capital Group
Washington
$7.32M -$394K -1,700 -5%
BWM
2112
BerganKDV Wealth Management
Minnesota
$7.32M -$363K -1,563 -5%
Walleye Trading
2113
Walleye Trading
New York
$7.31M -$39.7M -171,086 -85%
GP
2114
Geneva Partners
Wisconsin
$7.31M +$1.08M +4,641 +18%
DFA
2115
Delta Financial Advisors
Louisiana
$7.3M +$62.2K +268 +0.9%
TIA
2116
Trust Investment Advisors
Indiana
$7.3M -$316K -1,361 -4%
HZ
2117
Hixon Zuercher
Ohio
$7.29M +$167K +719 +2%
BHBT
2118
Burke & Herbert Bank & Trust
Virginia
$7.29M +$8.35K +36 +0.1%
MRCM
2119
M&R Capital Management
New Jersey
$7.28M -$8.09M -34,870 -53%
SS
2120
Sunbelt Securities
Texas
$7.27M -$103K -446 -1%
MWA
2121
MFA Wealth Advisors
Pennsylvania
$7.27M +$896K +3,862 +14%
BWM
2122
BNC Wealth Management
Oregon
$7.26M +$166K +714 +2%
MPAM
2123
Murphy Pohlad Asset Management
Minnesota
$7.26M -$249K -1,075 -3%
GAAM
2124
Guinness Atkinson Asset Management
California
$7.25M -$633K -2,730 -8%
WA1
2125
Wimmer Associates 1
California
$7.25M +$489K +2,107 +7%

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.