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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
CASB
2501
Cape Ann Savings Bank
Massachusetts
$4.61M -$40.6K -175 -0.9%
CSM
2502
CAMG Solamere Management
North Carolina
$4.61M -$197K -850 -4%
MJB
2503
Mark J. Bradley
$4.6M +$222K +955 +5%
WWA
2504
WC Walker & Associates
California
$4.6M +$9.51K +41 +0.2%
LB
2505
Leo Brokerage
Texas
$4.59M +$34.6K +149 +0.8%
P3I
2506
Progeny 3 Inc
Washington
$4.58M +$1.94M +8,366 +76%
CCP
2507
Clough Capital Partners
Massachusetts
$4.58M -$20M -85,985 -82%
BL
2508
Balentine LLC
Georgia
$4.57M +$89.8K +387 +2%
BA
2509
Bridgewater Advisors
New York
$4.57M +$4.44M +19,126 New
EPC
2510
Emerson Point Capital
New York
$4.56M -$9.9M -42,655 -69%
FCB
2511
First Command Bank
Texas
$4.56M +$210K +906 +5%
FCFS
2512
First Command Financial Services
Texas
$4.56M +$210K +906 +5%
MFG
2513
Merit Financial Group
Georgia
$4.56M +$95.6K +412 +2%
UBG
2514
United Bank (Georgia)
Georgia
$4.55M -$121K -523 -3%
VR
2515
Viridian RIA
Washington
$4.55M -$4.44M -19,126 Closed
SW
2516
StrongBox Wealth
Missouri
$4.55M +$68.2K +294 +2%
MA
2517
MONECO Advisors
Connecticut
$4.54M +$331K +1,428 +8%
GCM
2518
Geneva Capital Management
Wisconsin
$4.54M -$42.2K -182 -0.9%
RFN
2519
RDA Financial Network
Iowa
$4.52M +$122K +527 +3%
KL
2520
KWMG LLC
Kansas
$4.51M +$126K +543 +3%
WAOTB
2521
Wealth Advisors of Tampa Bay
Florida
$4.5M -$17.4K -75 -0.4%
PFA
2522
Pure Financial Advisors
California
$4.5M +$1.31M +5,645 +42%
BCM
2523
Breiter Capital Management
Florida
$4.49M +$48K +207 +1%
WA
2524
Wambolt & Associates
Colorado
$4.49M +$423K +1,822 +11%
LCM
2525
LCM Capital Management
Illinois
$4.49M -$170K -731 -4%

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.