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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
ABTD
2976
Arvest Bank Trust Division
Oklahoma
$2.5M +$162K +697 +7%
SFWA
2977
Summit Financial Wealth Advisors
Louisiana
$2.5M -$92.1K -397 -3%
LIA
2978
LBMC Investment Advisors
Tennessee
$2.49M +$8.12K +35 +0.3%
CIC
2979
Cornercap Investment Counsel
Georgia
$2.49M +$40.8K +176 +2%
BI
2980
Ballast Inc
Kentucky
$2.48M +$297K +1,279 +14%
CWMU
2981
Caliber Wealth Management (Utah)
Utah
$2.48M +$297K +1,280 +14%
GCC
2982
Game Creek Capital
Massachusetts
$2.48M -$284K -1,225 -10%
BA
2983
Ballast Advisors
Minnesota
$2.48M -$15.8K -68 -0.6%
ONST
2984
Old North State Trust
North Carolina
$2.48M -$125K -537 -5%
HA
2985
Harfst & Associates
Wyoming
$2.48M +$210K +906 +9%
BCA
2986
Bernzott Capital Advisors
California
$2.48M -$268K -1,154 -10%
SJIM
2987
St. Johns Investment Management
Florida
$2.48M +$89.8K +387 +4%
LB
2988
Legacy Bridge
Iowa
$2.47M +$41.8K +180 +2%
KIM
2989
Karpus Investment Management
New York
$2.46M +$2.42M +10,445 New
SIC
2990
Samalin Investment Counsel
New York
$2.46M +$318K +1,369 +15%
LWA
2991
Lenox Wealth Advisors
New York
$2.45M -$560K -2,412 -19%
CIAS
2992
CBIZ Investment Advisory Services
Ohio
$2.45M
BFG
2993
Bouchey Financial Group
New York
$2.45M +$119K +515 +5%
NCM
2994
Nellore Capital Management
California
$2.44M +$870K +3,750 +57%
ECAM
2995
East Coast Asset Management
Massachusetts
$2.44M -$10.7K -46 -0.4%
IF
2996
IRON Financial
Illinois
$2.44M +$135K +581 +6%
KW
2997
KWB Wealth
California
$2.43M +$91.4K +394 +4%
EWA
2998
Evolution Wealth Advisors
Florida
$2.43M -$1.39K -6 -0.1%
DCM
2999
Delta Capital Management
New Jersey
$2.43M +$23.2K +100 +1%
GIM
3000
Guild Investment Management
California
$2.42M +$585K +2,523 +33%

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.