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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
WOSD
3276
WFA of San Diego
California
$1.48M -$133K -573 -8%
PIM
3277
Profit Investment Management
Maryland
$1.48M -$13.2K -57 -0.9%
SA
3278
SRH Advisors
Kansas
$1.48M +$696 +3 +0%
PA
3279
Parkside Advisors
California
$1.48M +$57.3K +247 +4%
VI
3280
Versor Investments
New York
$1.48M +$964K +4,153 +196%
PA
3281
PSI Advisors
Florida
$1.48M -$20.4K -88 -1%
NWA
3282
New World Advisors
Massachusetts
$1.47M -$94.9K -409 -6%
AFA
3283
Arlington Financial Advisors
California
$1.47M -$92.8K -400 -6%
MF
3284
Manchester Financial
California
$1.47M -$3.71K -16 -0.3%
MWM
3285
MinichMacGregor Wealth Management
New York
$1.47M -$22.5K -97 -2%
RF
3286
RHS Financial
California
$1.47M -$13.2K -57 -0.9%
Cohen & Steers
3287
Cohen & Steers
New York
$1.46M -$64.3K -277 -4%
G
3288
GenTrust
Florida
$1.46M +$1.44M +6,204 New
AWM
3289
AllSquare Wealth Management
New York
$1.45M +$43.6K +188 +3%
PFA
3290
Professional Financial Advisors
Nebraska
$1.45M -$297K -1,281 -17%
HPCM
3291
High Pointe Capital Management
Illinois
$1.44M
MWP
3292
Madison Wealth Partners
Wisconsin
$1.44M
WA
3293
WP Advisors
California
$1.44M -$37.6K -162 -3%
RWMH
3294
Riverpoint Wealth Management Holdings
Illinois
$1.44M -$299K -1,290 -17%
EMFAT
3295
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.43M -$27.8K -120 -2%
SFWC
3296
Strategic Family Wealth Counselors
New Jersey
$1.42M +$222K +955 +19%
FC
3297
FCA Corp
Texas
$1.42M -$3.71K -16 -0.3%
MGAM
3298
McGowan Group Asset Management
Texas
$1.42M +$4.64K +20 +0.3%
IAP
3299
Indie Asset Partners
Indiana
$1.42M -$177K -764 -11%
PGCM
3300
Prescott Group Capital Management
Oklahoma
$1.42M

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.