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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
CRIG
3651
Charter Research & Investment Group
Connecticut
$604K +$9.05K +39 +2%
AW
3652
Avion Wealth
Texas
$603K -$153K -659 -20%
OFG
3653
OmniStar Financial Group
North Carolina
$601K -$1.39M -6,012 -70%
FEG
3654
Financial Enhancement Group
Indiana
$600K +$9.74K +42 +2%
FA
3655
Fermata Advisors
California
$599K +$589K +2,540 New
CPWM
3656
Cypress Point Wealth Management
Texas
$598K -$521K -2,244 -47%
AFS
3657
Annapolis Financial Services
Maryland
$596K +$10.7K +46 +2%
NQWM
3658
Northwest Quadrant Wealth Management
Oregon
$596K +$28.8K +124 +5%
NFGCM
3659
Norman Fields Gottscho Capital Management
New York
$595K
MFGP
3660
Marshall Financial Group (Pennsylvania)
Pennsylvania
$594K
SMF
3661
Sterling Manor Financial
New York
$592K -$34.1K -147 -6%
EGWAG
3662
Elwood & Goetz Wealth Advisory Group
Georgia
$592K
DAM
3663
Draper Asset Management
New York
$592K +$13.9K +60 +2%
CRCM
3664
Corbett Road Capital Management
Virginia
$591K -$68K -293 -10%
PIC
3665
Portland Investment Counsel
Ontario, Canada
$590K +$581K +2,502 New
DA
3666
DCF Advisers
Connecticut
$589K
FIA
3667
FNY Investment Advisers
New York
$589K +$580K +2,499 +249,900%
CCA
3668
Covey Capital Advisors
Georgia
$589K +$580K +2,500 New
OPPTF
3669
OPSEU Pension Plan Trust Fund
Ontario, Canada
$588K +$13.9K +60 +3%
PWS
3670
Private Wealth Strategies
Ohio
$587K -$28.3K -122 -5%
BFG
3671
Baron Financial Group
New Jersey
$584K +$68.7K +296 +14%
WFA
3672
West Financial Advisors
Iowa
$581K
EA
3673
Ellsworth Advisors
Ohio
$581K +$68.2K +294 +14%
CMA
3674
Cedar Mountain Advisors
Oregon
$579K
KLI
3675
Kelman-Lazarov Inc
Tennessee
$579K

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.