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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
RB
2876
Renasant Bank
Mississippi
$2.88M +$13.9K +60 +0.5%
CAGAS
2877
Capital Advisory Group Advisory Services
Minnesota
$2.87M +$152K +655 +6%
SCA
2878
Strategic Capital Advisers
Colorado
$2.87M -$556K -2,395 -16%
PCA
2879
Peddock Capital Advisors
Massachusetts
$2.87M +$195K +841 +7%
BRG
2880
Bay Rivers Group
Virginia
$2.86M +$166K +715 +6%
CBA
2881
Coastal Bridge Advisors
Connecticut
$2.86M +$546K +2,353 +24%
HI
2882
Hudock Inc
Pennsylvania
$2.85M +$72.2K +311 +3%
IA
2883
IAM Advisory
Pennsylvania
$2.84M +$25.1K +108 +1%
SFA
2884
Semmax Financial Advisors
North Carolina
$2.84M +$475K +2,046 +20%
SAM
2885
Seelaus Asset Management
New Jersey
$2.84M -$225K -969 -7%
BWA
2886
Burt Wealth Advisors
Maryland
$2.83M -$17.4K -75 -0.6%
OFG
2887
Oxford Financial Group
Indiana
$2.83M -$86.1K -371 -3%
OPOWM
2888
One Plus One Wealth Management
Florida
$2.82M +$2.78M +11,973 New
OFS
2889
Orrstown Financial Services
Pennsylvania
$2.82M -$373K -1,609 -12%
SC
2890
Sierra Capital
Florida
$2.82M +$2.77M +11,945 New
BWCS
2891
Beirne Wealth Consulting Services
Connecticut
$2.81M -$3.27M -14,089 -54%
FBFS
2892
First Business Financial Services
Wisconsin
$2.81M +$217K +934 +9%
LIG
2893
Lokken Investment Group
Delaware
$2.8M -$117K -504 -4%
BSAM
2894
Blue Square Asset Management
New York
$2.8M +$131K +563 +5%
RIM
2895
Rockbridge Investment Management
New York
$2.8M -$762K -3,286 -22%
CP
2896
Covenant Partners
Tennessee
$2.78M -$758K -3,267 -22%
LDFR
2897
Lehman & Derafelo Financial Resources
Pennsylvania
$2.78M +$9.98K +43 +0.4%
VIA
2898
Vantis Investment Advisers
Florida
$2.78M +$2.74M +11,800 New
W
2899
WealthOne
New York
$2.78M +$359K +1,549 +15%
CAM
2900
Cacti Asset Management
Georgia
$2.77M +$12.8K +55 +0.5%

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.