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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
ST
3576
Sentinel Trust
Texas
$762K
FFWM
3577
Future Financial Wealth Management
Ohio
$760K -$169K -729 -18%
CF
3578
Corrigan Financial
Rhode Island
$759K +$18.3K +79 +3%
SMM
3579
Stadion Money Management
Georgia
$755K
CWM
3580
Concentrum Wealth Management
California
$748K +$4.87K +21 +0.7%
NEPPG
3581
New England Professional Planning Group
Rhode Island
$741K +$142K +613 +26%
DLHL
3582
Donald L. Hagan LLC
Florida
$734K -$49.9K -215 -6%
PS
3583
Portfolio Strategies
New York
$734K
TFF
3584
The Family Firm
Maryland
$734K +$928 +4 +0.1%
LP
3585
LGL Partners
Pennsylvania
$734K +$116K +498 +19%
BA
3586
Ballew Advisors
Mississippi
$728K +$351K +1,512 +101%
PP
3587
PrairieView Partners
Minnesota
$725K +$1.16K +5 +0.2%
SAS
3588
Sanford Advisory Services
Michigan
$722K -$232 -1 -0%
GPA
3589
Guidance Point Advisors
Massachusetts
$722K +$464 +2 +0.1%
WAOI
3590
Wealth Advisors of Iowa
Iowa
$721K
LGA
3591
Lebenthal Global Advisors
New York
$719K +$139K +600 +24%
RAM
3592
Riggs Asset Management
Pennsylvania
$718K
PFA
3593
Pinnacle Family Advisors
Missouri
$714K -$1.28M -5,508 -65%
WA
3594
WESPAC Advisors
California
$713K -$338K -1,456 -32%
TWP
3595
Tower Wealth Partners
Pennsylvania
$713K +$34.8K +150 +5%
WF
3596
Williams Financial
Vermont
$712K +$700K +3,019 New
OGF
3597
Orin Green Financial
California
$711K -$98.8K -426 -12%
CC
3598
Cypress Capital
Tennessee
$711K +$15.3K +66 +2%
PFM
3599
Peak Financial Management
Massachusetts
$708K +$103K +442 +17%
EA
3600
Eclectic Associates
California
$694K -$5.34K -23 -0.8%

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.