We are live on ! Find out more
MSFT icon

Microsoft

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
BWM
3326
BCS Wealth Management
Tennessee
$1.34M +$9.98K +43 +0.8%
SCP
3327
Syntal Capital Partners
Texas
$1.34M +$10.9K +47 +0.8%
GCGDR
3328
Geo Capital Gestora de Recursos
Brazil
$1.34M +$520K +2,241 +65%
PM
3329
Parametrica Management
Hong Kong
$1.34M +$1.34M +5,775 New
SAMT
3330
Select Asset Management & Trust
Pennsylvania
$1.34M +$51.3K +221 +4%
WLIM
3331
White Lighthouse Investment Management
Massachusetts
$1.34M +$215K +927 +19%
PPW
3332
Pasadena Private Wealth
California
$1.33M +$31.3K +135 +2%
ACM
3333
Armbruster Capital Management
New York
$1.32M +$13.2K +57 +1%
CCA
3334
Column Capital Advisors
Indiana
$1.32M +$232 +1 +0%
RA
3335
Rodgers & Associates
Pennsylvania
$1.32M -$13.5K -58 -1%
CAM
3336
Concorde Asset Management
Michigan
$1.32M +$455K +1,963 +54%
EFL
3337
ERn Financial LLC
Wisconsin
$1.32M +$17.9K +77 +1%
KC
3338
Knuff & Co
California
$1.31M +$97.2K +419 +0.8%
PCWA
3339
Pacific Capital Wealth Advisors
California
$1.31M -$9.28K -40 -0.7%
LWPC
3340
Legacy Wealth Partners (California)
California
$1.29M -$41.5K -179 -3%
SFG
3341
Sovereign Financial Group
Connecticut
$1.29M +$400K +1,724 +46%
CFN
3342
Cordasco Financial Network
Florida
$1.29M +$393K +1,694 +45%
4WM
3343
4J Wealth Management
Virginia
$1.29M +$39.2K +169 +3%
HC
3344
Hamilton Capital
Ohio
$1.28M +$16K +69 +1%
GCIA
3345
Gabelli & Co Investment Advisers
New York
$1.28M
DCM
3346
Davidson Capital Management
Texas
$1.27M -$1.32M -5,677 -51%
GB
3347
Goepper Burkhardt
South Carolina
$1.27M -$127K -546 -9%
GG
3348
Golden Green
South Carolina
$1.27M -$652K -2,809 -34%
PWS
3349
Paragon Wealth Strategies
Florida
$1.27M +$920K +3,966 +279%
LWM
3350
Lionsbridge Wealth Management
Florida
$1.27M +$55.2K +238 +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.