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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
FFG
2151
Frisch Financial Group
New York
$6.98M -$179K -771 -3%
PCA
2152
Providence Capital Advisors
North Carolina
$6.98M -$184K -795 -3%
VRM
2153
Vectors Research Management
New York
$6.95M -$442K -1,904 -6%
LI
2154
Lafayette Investments
Maryland
$6.94M +$15.1K +65 +0.2%
HC
2155
HNP Capital
New York
$6.93M -$441K -1,901 -6%
ACM
2156
Alpha Capital Management
Texas
$6.91M +$248K +1,069 +4%
TI
2157
tru Independence
Oregon
$6.88M -$892K -3,844 -12%
SIP
2158
Scott Investment Partners
United Kingdom
$6.88M
BCA
2159
Berman Capital Advisors
Georgia
$6.88M +$908K +3,914 +15%
PC
2160
Permanens Capital
New York
$6.88M +$1.08M +4,666 +19%
DAM
2161
Diamant Asset Management
Connecticut
$6.86M +$247K +1,065 +4%
GIA
2162
Gladstone Institutional Advisory
Florida
$6.85M +$2.44M +10,505 +57%
MKA
2163
M. Kulyk & Associates
Georgia
$6.85M +$1.66M +7,144 +33%
MLIC
2164
Mandatum Life Insurance Company
Finland
$6.85M +$947K +4,080 +16%
AC
2165
Annandale Capital
Texas
$6.82M -$710K -3,058 -10%
HI
2166
Harrington Investments
California
$6.81M +$54.8K +236 +0.8%
RI
2167
Redwood Investments
Massachusetts
$6.79M -$186K -801 -3%
WWM
2168
Windsor Wealth Management
Indiana
$6.79M +$270K +1,163 +4%
SFSIG
2169
San Francisco Sentry Investment Group
California
$6.78M +$105K +452 +2%
PRWA
2170
Platte River Wealth Advisors
Colorado
$6.78M -$20K -86 -0.3%
SCM
2171
SOL Capital Management
Maryland
$6.77M -$125K -540 -2%
GCM
2172
Gunderson Capital Management
South Carolina
$6.77M -$217K -934 -3%
SSWM
2173
Sheets Smith Wealth Management
North Carolina
$6.76M +$33.9K +146 +0.5%
EAM
2174
Evanson Asset Management
California
$6.76M +$122K +527 +2%
BCM
2175
Birch Capital Management
Texas
$6.75M -$247K -1,064 -4%

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.