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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
CSPIA
2476
Cary Street Partners Investment Advisory
Virginia
$4.78M -$6.52M -28,099 -58%
MSA
2477
Marino Stram & Associates
Massachusetts
$4.77M +$69.4K +299 +1%
PC
2478
Port Capital
Illinois
$4.76M
SAM
2479
SignalPoint Asset Management
Missouri
$4.75M -$552K -2,379 -11%
BB
2480
Bell Bank
North Dakota
$4.74M +$45.9K +198 +1%
CSA
2481
Cottage Street Advisors
Massachusetts
$4.73M -$169K -728 -3%
GFS
2482
GYL Financial Synergies
Connecticut
$4.73M +$273K +1,177 +6%
BOC
2483
Barbara Oil Co
Illinois
$4.71M
MUAMU
2484
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.71M +$464K +2,000 +11%
NFAM
2485
North Fourth Asset Management
New Jersey
$4.71M +$4.64M +20,000 New
BWA
2486
Bordeaux Wealth Advisors
California
$4.71M -$129K -556 -3%
FSC
2487
Full Sail Capital
Oklahoma
$4.7M -$361K -1,554 -8%
SSG
2488
Summit Securities Group
New York
$4.69M -$3.48M -15,000 -43%
SW
2489
SlateStone Wealth
Florida
$4.69M -$10.7K -46 -0.2%
WAG
2490
Winthrop Advisory Group
Massachusetts
$4.67M +$494K +2,127 +12%
MC
2491
Matisse Capital
Oregon
$4.67M +$606K +2,611 +15%
COF
2492
Capital One Financial
Virginia
$4.66M -$309K -1,332 -6%
PRS
2493
Pinkerton Retirement Specialists
Idaho
$4.65M +$74.7K +322 +2%
PAA
2494
Peregrine Asset Advisers
Oregon
$4.65M -$919K -3,959 -17%
MIM
2495
Miller Investment Management
Pennsylvania
$4.64M +$2.13M +9,165 +87%
CNFG
2496
Creegan & Nassoura Financial Group
New Hampshire
$4.64M -$354K -1,526 -7%
BA
2497
Bennicas & Associates
California
$4.63M +$116K +500 +3%
QSS
2498
Quantitative Systematic Strategies
Florida
$4.63M +$9.74K +42 +0.2%
APG
2499
Abacus Planning Group
South Carolina
$4.63M -$268K -1,156 -6%
PI
2500
Pettee Investors
Connecticut
$4.62M -$75.4K -325 -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.