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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
MPIA
2726
Mountain Pacific Investment Advisers
Idaho
$3.52M -$56.1K -242 -2%
FP
2727
Fiduciary Planning
Florida
$3.52M +$504K +2,171 +17%
TSS
2728
Two Sigma Securities
New York
$3.52M +$3.46M +14,913 New
IIA
2729
ICW Investment Advisors
Arizona
$3.51M -$28.3K -122 -0.8%
MFG
2730
Monte Financial Group
Connecticut
$3.49M -$529K -2,278 -13%
TC
2731
Trust Company
Kansas
$3.49M +$486K +2,094 +16%
SMH
2732
Sanders Morris Harris
Texas
$3.46M +$260K +1,121 +9%
AA
2733
Argent Advisors
Louisiana
$3.42M -$443K -1,909 -12%
SIGI
2734
Susquehanna International Group (Ireland)
Ireland
$3.42M +$2.31M +9,970 +219%
BDFN
2735
Bond & Devick Financial Network
Minnesota
$3.42M +$71.7K +309 +2%
KLCM
2736
KG&L Capital Management
Louisiana
$3.41M +$165K +711 +5%
PWA
2737
Physician Wealth Advisors
Utah
$3.4M +$232 +1 +0%
NCM
2738
New Capital Management
Texas
$3.4M -$38.3K -165 -1%
CCM
2739
Copeland Capital Management
Pennsylvania
$3.39M -$135K -582 -4%
6F
2740
626 Financial
Michigan
$3.39M +$2.55M +10,993 New
HWM
2741
Hemington Wealth Management
Virginia
$3.39M +$351K +1,512 +12%
ATWA
2742
Arbor Trust Wealth Advisors
Michigan
$3.38M -$77.3K -333 -2%
PMA
2743
Prudent Man Advisors
Illinois
$3.38M +$25.8K +111 +0.8%
IBOK
2744
Independence Bank of Kentucky
Kentucky
$3.38M +$247K +1,065 +8%
HR
2745
Hayden Royal
North Carolina
$3.37M -$64.7K -279 -2%
GBA
2746
Garrison Bradford & Associates
New York
$3.37M +$499K +2,150 +18%
RIM
2747
Redwood Investment Management
Arizona
$3.37M +$929K +4,004 +39%
AFG
2748
Allegheny Financial Group
Pennsylvania
$3.36M -$36.2K -156 -1%
ASBI
2749
American State Bank (Iowa)
Iowa
$3.36M -$78.2K -337 -2%
SEC
2750
Seven Eight Capital
New York
$3.36M

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.