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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
ACM
251
Altimeter Capital Management
Massachusetts
$416M +$52.2M +225,000 +15%
BAM
252
Burgundy Asset Management
Ontario, Canada
$416M -$18.6M -80,016 -4%
HL
253
Harding Loevner
New Jersey
$414M +$71.3M +307,372 +21%
MSL
254
Mackay Shields LLC
New York
$411M -$112M -482,657 -22%
ESCM
255
Echo Street Capital Management
New York
$409M +$118M +510,544 +42%
Westfield Capital Management
256
Westfield Capital Management
Massachusetts
$409M -$51.5M -222,001 -11%
CA
257
Capitolis Advisors
New York
$403M +$144M +618,513 +57%
EHC
258
Everett Harris & Co
California
$399M -$2.04M -8,809 -0.5%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$397M +$11.4M +49,329 +3%
CG
260
Carmignac Gestion
France
$395M +$157M +675,350 +68%
LCOV
261
London Company of Virginia
Virginia
$387M -$893K -3,848 -0.2%
Impax Asset Management Group
262
Impax Asset Management Group
United Kingdom
$384M +$96M +413,616 +34%
PI
263
PineBridge Investments
New York
$383M +$54.1M +233,105 +17%
TPI
264
Tesco Pension Investment
United Kingdom
$380M +$69.6M +299,938 +23%
SM
265
SCGE Management
California
$378M
TP
266
Third Point
New York
$377M +$69.6M +300,000 +23%
OTPPB
267
Ontario Teachers' Pension Plan Board
Ontario, Canada
$375M +$114M +491,529 +45%
SP
268
Sarasin & Partners
United Kingdom
$367M +$95.3M +410,657 +36%
SI
269
Standard Investments
New York
$367M +$361M +1,555,000 New
BTW
270
Boston Trust Walden
Massachusetts
$362M +$2.59M +11,162 +0.7%
ZIG
271
Zurich Insurance Group
Switzerland
$359M +$6.52M +28,103 +2%
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$355M -$12.8M -55,092 -4%
SC
273
Scotia Capital
Ontario, Canada
$352M +$22M +95,009 +7%
FAF
274
Första AP-fonden
Sweden
$349M -$186K -800 -0.1%
MMH
275
Menora Mivtachim Holdings
Israel
$347M +$812K +3,500 +0.2%

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.