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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
WA
2751
Waverly Advisors
Alabama
$3.36M +$322K +1,386 +11%
PK
2752
Pflug Koory
Nebraska
$3.35M -$11.6K -50 -0.4%
CAN
2753
Claraphi Advisory Network
United States
$3.34M -$1.14M -4,914 -26%
AIM
2754
Acropolis Investment Management
Missouri
$3.34M +$184K +792 +6%
AA
2755
Apriem Advisors
California
$3.34M +$1.5M +6,462 +84%
AC
2756
Amitell Capital
Singapore
$3.34M +$127K +546 +4%
RCS
2757
Retirement Capital Strategies
California
$3.33M -$659K -2,839 -17%
BIA
2758
Bigelow Investment Advisors
Maine
$3.32M -$201K -868 -6%
EVC
2759
Eidelman Virant Capital
Missouri
$3.32M -$696K -3,000 -18%
LF
2760
LifeSteps Financial
California
$3.32M +$278K +1,198 +9%
NERM
2761
New England Research & Management
Illinois
$3.31M +$139K +600 +4%
SIA
2762
SkyView Investment Advisors
New Jersey
$3.31M +$103K +446 +3%
CIP
2763
Cornerstone Investment Partners
Georgia
$3.3M -$81.2K -350 -2%
HWMA
2764
Heritage Wealth Management (Arizona)
Arizona
$3.3M +$3.25M +14,008 New
CIA
2765
Cascade Investment Advisors
Oregon
$3.3M -$784K -3,381 -19%
VCM
2766
Vivaldi Capital Management
Illinois
$3.3M -$687K -2,960 -18%
AG
2767
Algert Global
California
$3.29M +$376K +1,622 +13%
TA
2768
Tectonic Advisors
Texas
$3.29M -$348K -1,498 -10%
CFA
2769
Capstone Financial Advisors
Illinois
$3.29M +$620K +2,672 +24%
SRC
2770
Sage Rhino Capital
California
$3.29M +$553K +2,384 +21%
CMO
2771
Covenant Multifamily Offices
Texas
$3.28M +$158K +683 +5%
MSFS
2772
Main Street Financial Solutions
Pennsylvania
$3.28M +$45K +194 +1%
MFG
2773
Magnus Financial Group
New York
$3.27M -$4.08M -17,579 -56%
RW
2774
REDW Wealth
New Mexico
$3.27M -$48.3K -208 -1%
MCM
2775
MV Capital Management
Maryland
$3.27M +$315K +1,356 +11%

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.