We are live on ! Find out more
MSFT icon

Microsoft

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
FAF
226
Fjarde Ap-fonden
Sweden
$497M +$1.25M +5,400 +0.3%
YAM
227
Yacktman Asset Management
Texas
$497M +$61.1M +263,244 +14%
SG Americas Securities
228
SG Americas Securities
New York
$490M +$332M +1,428,782 +220%
BI
229
BlueSpruce Investments
Illinois
$488M +$480M +2,070,715 New
CB
230
Commerce Bank
Missouri
$487M +$6.6M +28,437 +1%
AAMU
231
AEGON Asset Management (UK)
United Kingdom
$485M +$131M +563,599 +38%
SCM
232
Steadfast Capital Management
New York
$482M -$66.3M -285,930 -12%
MPI
233
Mairs & Power Inc
Minnesota
$479M +$650K +2,802 +0.1%
ASRS
234
Arizona State Retirement System
Arizona
$477M -$11.7M -50,498 -2%
Millennium Management
235
Millennium Management
New York
$470M -$1.44B -6,187,563 -76%
FWIA
236
Fort Washington Investment Advisors
Ohio
$460M -$1.63M -7,042 -0.4%
CGI
237
Comgest Global Investors
France
$455M +$56.8M +244,993 +15%
PP
238
Prudential plc
United Kingdom
$455M -$5.75M -24,786 -1%
William Blair Investment Management
239
William Blair Investment Management
Illinois
$454M +$56.7M +244,392 +15%
FCM
240
Farallon Capital Management
California
$452M +$36.7M +158,080 +9%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$434M +$5.16M +22,239 +1%
MIM
242
MetLife Investment Management
New Jersey
$424M -$9M -38,804 -2%
Comerica Bank
243
Comerica Bank
Texas
$424M -$15.5M -66,726 -4%
FMI
244
Factory Mutual Insurance
Massachusetts
$419M -$6.47M -27,885 -2%
RG
245
Rathbones Group
United Kingdom
$419M +$46.3M +199,498 +13%
VRS
246
Virginia Retirement Systems
Virginia
$417M +$34.8M +150,000 +9%
CS
247
Candriam SCA
Luxembourg
$417M +$2.32K +10 +0%
BMSSC
248
B. Metzler seel. Sohn & Co
Germany
$417M +$42.7M +184,044 +12%
JAM
249
Jupiter Asset Management
United Kingdom
$416M +$1.08M +4,635 +0.3%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$416M +$26M +112,206 +7%

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.