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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
RWM
3401
Reston Wealth Management
Virginia
$1.13M +$46.9K +202 +4%
RFG
3402
Range Financial Group
Oregon
$1.13M +$1.11M +4,770 New
JBA
3403
Johnson Bixby & Associates
Washington
$1.12M +$2.55K +11 +0.2%
WIA
3404
World Investment Advisors
California
$1.12M +$18.1K +78 +2%
AFS
3405
Axiom Financial Strategies
Indiana
$1.12M +$31.8K +137 +3%
GM
3406
GeoWealth Management
Illinois
$1.12M +$57.3K +247 +5%
FTA
3407
Financial & Tax Architects
Missouri
$1.12M +$1.1M +4,748 New
LFASL
3408
Lugano Financial Advisors SA (LFA)
Switzerland
$1.12M +$13.2K +57 +1%
BC
3409
Bridgefront Capital
Texas
$1.12M +$1.1M +4,732 New
LFG
3410
Larson Financial Group
Missouri
$1.11M -$34.3K -148 -3%
KCA
3411
Karn Couzens & Associates
Connecticut
$1.11M -$7.89K -34 -0.7%
AA
3412
Aufman Associates
Pennsylvania
$1.11M +$58.2K +251 +6%
IAA
3413
Ironsides Asset Advisors
North Carolina
$1.11M -$105K -453 -9%
BJ
3414
Brouwer & Janachowski
California
$1.11M +$62.9K +271 +6%
BU
3415
Brown University
Rhode Island
$1.1M
TOCUITCONY
3416
Trustees of Columbia University in the City of New York
New York
$1.1M
TWA
3417
Tillar-Wenstrup Advisors
Ohio
$1.1M +$57.8K +249 +6%
UWM
3418
USAdvisors Wealth Management
Minnesota
$1.1M +$24.4K +105 +2%
MFG
3419
Monumental Financial Group
Maryland
$1.1M +$1.08M +4,666 New
WFA
3420
Wellspring Financial Advisors
Ohio
$1.1M -$321K -1,382 -17%
MCM
3421
Mainstay Capital Management
Michigan
$1.1M -$175K -755 -14%
CHJWM
3422
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M +$156K +671 +19%
SHWM
3423
Smith & Howard Wealth Management
Georgia
$1.08M -$38.5K -166 -3%
CFG
3424
CKW Financial Group
Hawaii
$1.08M -$5.8K -25 -0.5%
HCM
3425
Howard Capital Management
Georgia
$1.08M +$181K +778 +23%

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.