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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
OAMG
2401
Odey Asset Management Group
United Kingdom
$5.27M -$2.37M -10,200 -31%
HH
2402
HWG Holdings
Texas
$5.25M -$4.9M -21,123 -49%
VDBMI
2403
Van Den Berg Management I
Texas
$5.24M -$30.6K -132 -0.6%
MIM
2404
MTM Investment Management
South Carolina
$5.24M +$71.2K +307 +1%
AIC
2405
Argus Investors Counsel
New York
$5.24M +$60.1K +259 +1%
FCFC
2406
First Commonwealth Financial Corp
Pennsylvania
$5.23M +$39.2K +169 +0.8%
CWAG
2407
Compton Wealth Advisory Group
Virginia
$5.2M +$152K +657 +3%
DC
2408
DeDora Capital
California
$5.2M +$209K +902 +4%
GF
2409
Gries Financial
Ohio
$5.2M +$4.96M +21,379 New
WDC
2410
Woodward Diversified Capital
California
$5.19M -$215K -926 -4%
BSA
2411
Bull Street Advisors
Georgia
$5.19M -$142K -610 -3%
CH
2412
Canton Hathaway
Rhode Island
$5.18M +$18.3K +79 +0.4%
SFA
2413
Souders Financial Advisors
Ohio
$5.16M +$249K +1,074 +5%
CA
2414
Continuum Advisory
Idaho
$5.16M +$2.04M +8,788 +79%
VAG
2415
VisionPoint Advisory Group
Texas
$5.16M +$1.45M +6,259 +40%
SB
2416
Sunflower Bank
Texas
$5.15M -$303K -1,304 -6%
SIA
2417
Strategic Investment Advisors
Michigan
$5.15M +$371K +1,598 +8%
LF
2418
Lee Financial
Texas
$5.15M +$82.1K +354 +2%
CIP
2419
Convergence Investment Partners
Florida
$5.14M -$640K -2,757 -11%
MAM
2420
Marketfield Asset Management
New York
$5.13M -$180K -777 -3%
ACM
2421
Alcosta Capital Management
California
$5.13M -$68.9K -297 -1%
GKFF
2422
George Kaiser Family Foundation
Oklahoma
$5.11M -$215K -926 -4%
EML
2423
Eos Management LP
New York
$5.1M
HIP
2424
HUB Investment Partners
Texas
$5.08M +$1.38M +5,967 +38%
PCM
2425
Palouse Capital Management
Washington
$5.08M +$1.06M +4,577 +27%

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.