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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
CA
2301
Calton & Associates
Florida
$5.84M -$609K -2,624 -10%
OL
2302
Optas LLC
Texas
$5.84M -$363K -1,564 -6%
STC
2303
Sarah T. Connolly
$5.84M -$25.5K -110 -0.4%
PWA
2304
Providence Wealth Advisors
Illinois
$5.83M +$2.78K +12 +0%
APA
2305
Allegiant Private Advisors
Florida
$5.83M +$542K +2,337 +10%
CCG
2306
Ceeto Capital Group
Florida
$5.82M
SC
2307
Slow Capital
California
$5.81M +$484K +2,085 +9%
SC
2308
Stolper & Co
Oklahoma
$5.79M -$433K -1,867 -7%
IC
2309
Investment Counsel
Michigan
$5.78M -$674K -2,903 -11%
PHIMC
2310
Private Harbour Investment Management & Counsel
Ohio
$5.77M -$119K -515 -2%
VCM
2311
Versant Capital Management
Arizona
$5.76M -$19.5K -84 -0.3%
SCM
2312
Southport Capital Management
Tennessee
$5.76M +$2.09M +9,014 +58%
EFSCE
2313
Enterprise Financial Services Corp (EFSC)
Missouri
$5.76M +$332K +1,432 +6%
AC
2314
Asio Capital
Kentucky
$5.75M +$63.6K +274 +1%
MCP
2315
Mirador Capital Partners
California
$5.75M +$252K +1,084 +5%
MSU
2316
Mizuho Securities USA
New York
$5.75M +$4.69M +20,211 +486%
ESB
2317
Essex Savings Bank
Connecticut
$5.73M -$196K -844 -3%
TCWA
2318
Ten Capital Wealth Advisors
Washington
$5.72M -$13.5K -58 -0.2%
MVA
2319
Mount Vernon Associates
Maryland
$5.7M -$29.7K -128 -0.5%
BOS
2320
Bingham Osborn & Scarborough
California
$5.69M +$51.7K +223 +0.9%
GIM
2321
Guardian Investment Management
California
$5.68M +$11.6K +50 +0.2%
BPGAM
2322
BTG Pactual Global Asset Management
Bermuda
$5.68M +$4.57M +19,704 +451%
SWA
2323
Sutton Wealth Advisors
Florida
$5.67M +$18.3K +79 +0.3%
HCM
2324
HM Capital Management
Missouri
$5.67M -$43.9K -189 -0.8%
JDR
2325
Jay D. Rosenbaum
$5.67M -$369K -1,591 -6%

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.