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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$144B -$754M -3,250,241 -0.5%
BlackRock
2
BlackRock
New York
$122B +$729M +3,140,112 +0.6%
State Street
3
State Street
Massachusetts
$69B -$1.52B -6,550,716 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$51.3B -$1.08B -4,671,545 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$42.2B +$307M +1,324,459 +0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.3B +$565M +2,433,232 +2%
Capital World Investors
7
Capital World Investors
California
$26.4B +$397M +1,709,318 +2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$23.4B +$877M +3,780,811 +4%
Capital International Investors
9
Capital International Investors
California
$21.3B -$410M -1,767,021 -2%
Northern Trust
10
Northern Trust
Illinois
$21.2B -$337M -1,452,376 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.9B +$383M +1,652,275 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$18.5B +$944M +4,067,329 +5%
Bank of America
13
Bank of America
North Carolina
$18.5B +$1.87B +8,040,429 +11%
Norges Bank
14
Norges Bank
Norway
$18.3B -$446M -1,920,307 -2%
Morgan Stanley
15
Morgan Stanley
New York
$15.4B -$872M -3,760,312 -5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$15.3B -$160M -690,631 -1%
N
17
Nuveen
North Carolina
$14B -$300M -1,292,510 -2%
UBS AM
18
UBS AM
Illinois
$13B +$202M +868,951 +2%
Wells Fargo
19
Wells Fargo
California
$12.3B -$31.5M -135,701 -0.3%
Legal & General Group
20
Legal & General Group
United Kingdom
$11.1B +$82.2M +354,087 +0.8%
AllianceBernstein
21
AllianceBernstein
Tennessee
$10.9B -$68.5M -295,071 -0.6%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$10.6B -$212M -912,637 -2%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$9.65B -$90M -387,909 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$9.02B +$153M +660,421 +2%
Charles Schwab
25
Charles Schwab
California
$8.91B -$154M -664,570 -2%

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.