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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
ATIA
2626
American Trust Investment Advisors
New Hampshire
$3.92M -$1.78M -7,672 -32%
CFO
2627
Collective Family Office
Pennsylvania
$3.92M +$13.7K +59 +0.4%
CIP
2628
Capital Insight Partners
Arizona
$3.92M -$71K -306 -2%
GSWM
2629
Golden State Wealth Management
California
$3.92M -$1.71M -7,390 -31%
MCIA
2630
Mountain Capital Investment Advisors
Colorado
$3.91M +$241K +1,039 +7%
NIM
2631
NXG Investment Management
Texas
$3.91M -$51K -220 -1%
LA
2632
Legacy Advisors
Pennsylvania
$3.91M +$232 +1 +0%
CBT
2633
CoreFirst Bank & Trust
Kansas
$3.9M -$1.62K -7 -0%
GLLW
2634
Graves Light Lenhart Wealth
Virginia
$3.9M +$21.1K +91 +0.6%
SJL
2635
Shayne & Jacobs LLC
Tennessee
$3.9M
WI
2636
Wedgewood Investors
Pennsylvania
$3.9M -$261K -1,125 -6%
QFA
2637
Quattro Financial Advisors
Texas
$3.88M +$3.48M +15,000 New
NED
2638
Nancy E. Dempze
$3.88M -$128K -550 -3%
MPPW
2639
Mitchell & Pahl Private Wealth
Oklahoma
$3.88M -$23.7K -102 -0.6%
FBP
2640
Flippin Bruce & Porter
Virginia
$3.87M -$28.3K -122 -0.7%
BCP
2641
Blackhawk Capital Partners
Wisconsin
$3.87M -$55.9K -241 -1%
AR
2642
Advisory Research
Illinois
$3.86M +$86.1K +371 +2%
DWP
2643
Destiny Wealth Partners
Florida
$3.86M +$252K +1,088 +7%
GWM
2644
GSB Wealth Management
Connecticut
$3.85M +$3.17M +13,652 +509%
SICM
2645
Sustainable Insight Capital Management
New York
$3.85M -$64.7K -279 -2%
WG
2646
Watchman Group
Texas
$3.84M -$68.2K -294 -2%
AP
2647
Arlington Partners
Alabama
$3.84M +$267K +1,152 +8%
JIP
2648
JBJ Investment Partners
South Carolina
$3.84M -$263K -1,132 -7%
THWM
2649
Taylor Hoffman Wealth Management
Virginia
$3.83M -$28.3K -122 -0.7%
SAA
2650
Southeast Asset Advisors
Georgia
$3.83M +$114K +491 +3%

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.