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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
BFG
3426
Barber Financial Group
Kansas
$1.08M -$101K -435 -9%
PEA
3427
Pacific Edge Advisors
California
$1.08M -$34.8K -150 -3%
GC
3428
Grace Capital
Massachusetts
$1.08M -$654K -2,819 -38%
KAM
3429
Karani Asset Management
New York
$1.08M +$152K +653 +17%
CA
3430
Crumly & Associates
Illinois
$1.08M +$27.1K +117 +3%
CWM
3431
CCG Wealth Management
California
$1.07M -$4.87K -21 -0.5%
OFS
3432
OneAscent Financial Services
Alabama
$1.07M -$524K -2,260 -33%
CPC
3433
Consolidated Planning Corp
Georgia
$1.07M +$34.8K +150 +3%
SGCA
3434
Steel Grove Capital Advisors
Tennessee
$1.07M +$186K +800 +21%
SLF
3435
Sun Life Financial
Ontario, Canada
$1.06M +$10.9K +47 +1%
PFA
3436
Pettinga Financial Advisors
Indiana
$1.06M -$203K -876 -16%
ML
3437
McAdam LLC
Pennsylvania
$1.06M +$19K +82 +2%
ACP
3438
Arcus Capital Partners
Georgia
$1.06M -$251K -1,080 -19%
WFA
3439
WestHill Financial Advisors
California
$1.06M -$4.87K -21 -0.5%
SDAM
3440
Shulman DeMeo Asset Management
New York
$1.05M +$84.9K +366 +9%
TCM
3441
Tuttle Capital Management
Connecticut
$1.05M +$385K +1,661 +59%
NCMW
3442
Northern Capital Management (Washington)
Washington
$1.05M -$134K -576 -11%
OCG
3443
Opus Capital Group
Ohio
$1.04M -$179K -770 -15%
DWA
3444
Dougherty Wealth Advisers
Minnesota
$1.04M
MPCG
3445
Matrix Private Capital Group
New York
$1.04M +$47.3K +204 +5%
PWA
3446
Peterson Wealth Advisors
Utah
$1.04M
SCS
3447
Syquant Capital SAS
France
$1.04M +$1.02M +4,400 New
VC
3448
Veery Capital
Delaware
$1.04M -$63.3K -273 -6%
ACM
3449
AUA Capital Management
Pennsylvania
$1.04M
PC
3450
Provenire Capital
Minnesota
$1.03M -$2.91M -12,543 -74%

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.