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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
MF
3201
Montis Financial
Massachusetts
$1.69M +$8.59K +37 +0.5%
MS
3202
Mizuho Securities
Japan
$1.68M +$1.28M +5,500 +336%
CFD
3203
Creative Financial Designs
Indiana
$1.68M +$148K +640 +10%
KFP
3204
KB Financial Partners
New Jersey
$1.68M +$1.65M +7,120 New
CWM
3205
Cabot Wealth Management
Massachusetts
$1.68M +$847K +3,650 +105%
TCM
3206
TimesSquare Capital Management
New York
$1.66M -$304K -1,310 -16%
SWM
3207
Salvus Wealth Management
New Jersey
$1.66M +$49K +211 +3%
OWA
3208
Outlook Wealth Advisors
Texas
$1.66M +$195K +841 +14%
AF
3209
Aldebaran Financial
$1.65M +$46.4K +200 +3%
JI
3210
Jeereddi Investments
California
$1.65M
VU
3211
Vanderbilt University
Tennessee
$1.65M
SFG
3212
Sunburst Financial Group
Alabama
$1.64M +$34.1K +147 +2%
VFM
3213
Vivid Financial Management
California
$1.64M +$252K +1,086 +18%
HFA
3214
High Falls Advisors
New York
$1.64M -$22.7K -98 -1%
GI
3215
Glovista Investments
New Jersey
$1.64M +$191K +825 +13%
SKK
3216
Shepherd Kaplan Krochuk
Massachusetts
$1.64M -$742K -3,200 -32%
CC
3217
Callan Capital
California
$1.64M
EIA
3218
Eldridge Investment Advisors
New Hampshire
$1.63M -$34.8K -150 -2%
CP
3219
Camelot Portfolios
Ohio
$1.63M +$112K +484 +8%
TCM
3220
TD Capital Management
Tennessee
$1.63M
SAM
3221
Satovsky Asset Management
New York
$1.63M +$19K +82 +1%
PA
3222
Paragon Advisors
Texas
$1.63M -$516K -2,222 -24%
B
3223
Bridgeworth
Alabama
$1.63M +$45.7K +197 +3%
FCM
3224
Firestone Capital Management
Florida
$1.62M -$75.6K -326 -5%
TLFA
3225
True Link Financial Advisors
California
$1.61M -$113K -487 -7%

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.