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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
ACM
3551
Ategra Capital Management
Virginia
$811K +$232 +1 +0%
MAG
3552
Mayfair Advisory Group
Alabama
$805K -$696 -3 -0.1%
HA
3553
HYA Advisors
Missouri
$805K +$29.5K +127 +4%
OBWG
3554
Onyx Bridge Wealth Group
New York
$805K +$40.6K +175 +5%
RC
3555
Rinet Company
Massachusetts
$803K +$790K +3,406 New
RDFA
3556
Ritter Daniher Financial Advisory
Ohio
$802K
UIA
3557
UBP Investment Advisors
Switzerland
$800K +$459K +1,979 +141%
FA
3558
Fortis Advisors
Pennsylvania
$797K -$154K -664 -16%
SFC
3559
SYM Financial Corp
Indiana
$796K -$268K -1,153 -25%
MCC
3560
Malaga Cove Capital
California
$792K
GC
3561
Gruss & Co
Florida
$792K +$385K +1,660 +98%
RPG
3562
Resource Planning Group
Georgia
$791K -$53.1K -229 -6%
IA
3563
IFG Advisors
Missouri
$788K +$1.39K +6 +0.2%
WW
3564
Waterfront Wealth
Kansas
$786K -$10.2K -44 -1%
LFS
3565
Legacy Financial Strategies
Kansas
$785K -$23K -99 -3%
TEC
3566
Tiger Eye Capital
Tennessee
$783K -$9.93M -42,819 -93%
FFG
3567
Ford Financial Group
California
$783K -$216K -929 -22%
HS
3568
Horan Securities
United States
$783K +$109K +471 +17%
CWM
3569
Comprehensive Wealth Management
Washington
$773K -$26.4K -114 -3%
FFA
3570
Fi3 Financial Advisors
Indiana
$773K +$761K +3,281 New
JCIA
3571
Jackson Creek Investment Advisors
Colorado
$771K +$20.9K +90 +3%
RI
3572
Ridgewood Investments
New Jersey
$770K -$240K -1,034 -24%
NCM
3573
Next Capital Management
New York
$769K +$65.4K +282 +9%
SFP
3574
Strategic Financial Partners
Oregon
$768K -$1.16K -5 -0.2%
FAM
3575
Fenimore Asset Management
New York
$763K

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.