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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
SIM
2376
Sterling Investment Management
Arizona
$5.42M -$408K -1,760 -7%
BFG
2377
Berger Financial Group
Minnesota
$5.41M +$83.5K +360 +2%
CPA
2378
Clear Perspective Advisors
Illinois
$5.41M +$14.8K +64 +0.3%
HFA
2379
HC Financial Advisors
California
$5.4M -$275K -1,185 -5%
BAM
2380
Beaumont Asset Management
Texas
$5.39M +$81.4K +351 +2%
SCP
2381
Stamos Capital Partners
California
$5.38M
PWS
2382
Peloton Wealth Strategists
Indiana
$5.37M +$38.5K +166 +0.7%
DR
2383
Davis Rea
Ontario, Canada
$5.37M +$68.2K +294 +1%
QCM
2384
Quest Capital Management
Texas
$5.35M +$59.9K +258 +1%
FIA
2385
Foundations Investment Advisors
Arizona
$5.35M +$1.09M +4,690 +28%
KA
2386
Klingman & Associates
New York
$5.35M +$191K +822 +4%
TAM
2387
Townsend Asset Management
North Carolina
$5.35M -$54.1K -233 -1%
CC
2388
Colrain Capital
Massachusetts
$5.35M +$2.53M +10,895 +87%
SIAP
2389
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.34M -$48K -207 -0.9%
HPWM
2390
High Pines Wealth Management
Massachusetts
$5.32M +$41.5K +179 +0.8%
HCM
2391
Hengehold Capital Management
Ohio
$5.31M +$396K +1,707 +8%
CCM
2392
Canal Capital Management
Virginia
$5.31M +$113K +485 +2%
FLSMF
2393
Fundsmith Long/Short Master Fund
Cayman Islands
$5.31M +$8.59K +37 +0.2%
MG
2394
Mather Group
Illinois
$5.3M -$6.26K -27 -0.1%
IA
2395
Insight Advisors
Pennsylvania
$5.3M +$406K +1,750 +9%
GC
2396
GFG Capital
Florida
$5.3M +$417K +1,796 +9%
MCM
2397
Manchester Capital Management
Vermont
$5.29M -$27.4K -118 -0.5%
MS
2398
Madden Securities
Texas
$5.28M -$164K -707 -3%
SCCM
2399
Schafer Cullen Capital Management
New York
$5.28M -$58.7M -253,156 -92%
NA
2400
Navellier & Associates
Nevada
$5.28M -$277K -1,193 -5%

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.