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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
HI
2226
Handelsinvest Investeringsforvaltning
Denmark
$6.37M +$4.6M +19,841 +277%
CCMT
2227
CMT Capital Markets Trading
Germany
$6.37M +$6.26M +27,000 New
KFBMI
2228
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.37M
DS
2229
Dudley & Shanley
Florida
$6.36M -$2.32M -10,000 -27%
JSL
2230
JT Stratford LLC
Georgia
$6.35M -$187K -804 -3%
SAM
2231
Security Asset Management
New York
$6.35M +$376K +1,621 +6%
OCM
2232
Orleans Capital Management
Louisiana
$6.34M -$52.2K -225 -0.8%
HAS
2233
HBW Advisory Services
California
$6.34M +$340K +1,464 +6%
HWMG
2234
Hurlow Wealth Management Group
Indiana
$6.33M +$152K +655 +2%
CSPAM
2235
Cary Street Partners Asset Management
Virginia
$6.33M +$4.3M +18,533 +10%
CCWA
2236
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.33M -$3.18M -13,707 -34%
S
2237
SimplyRich
California
$6.32M +$9.28K +40 +0.1%
JHCP
2238
Jackson Hole Capital Partners
Oklahoma
$6.32M +$423K +1,822 +7%
MDSL
2239
M.D. Sass LLC
New York
$6.31M +$383K +1,650 +7%
BIM
2240
Barton Investment Management
Pennsylvania
$6.29M
CAIMH
2241
Central Asset Investments & Management Holdings
Hong Kong
$6.29M +$4.96M +21,368 +403%
FPA
2242
First Pacific Advisors
California
$6.29M
AWA
2243
Arete Wealth Advisors
Illinois
$6.28M +$14.2K +61 +0.2%
HWA
2244
Heritage Way Advisors
Illinois
$6.27M -$100K -432 -2%
MCA
2245
Morris Capital Advisors
Pennsylvania
$6.26M -$181K -781 -3%
KA
2246
Kercheville Advisors
Texas
$6.26M +$88.2K +380 +1%
CA
2247
Crewe Advisors
Utah
$6.25M +$1.5M +6,476 +32%
PIA
2248
Perennial Investment Advisors
California
$6.24M +$261K +1,123 +4%
IP
2249
Investment Partners
Ohio
$6.24M +$5.8K +25 +0.1%
BMA
2250
Brooks Moore & Associates
Tennessee
$6.23M -$214K -924 -3%

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.