We are live on ! Find out more
MSFT icon

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
DFA
3776
DHJJ Financial Advisors
Illinois
$424K +$12.1K +52 +3%
PD
3777
Planning Directions
Pennsylvania
$421K +$8.59K +37 +2%
BWP
3778
Bernardo Wealth Planning
Pennsylvania
$417K -$5.13M -22,123 -93%
LI
3779
LVZ Inc
Michigan
$416K -$1.62K -7 -0.4%
CFG
3780
Compton Financial Group
Maryland
$416K +$46.4K +200 +13%
SCM
3781
Seascape Capital Management
New Hampshire
$414K +$7.66K +33 +2%
Harris Associates
3782
Harris Associates
Illinois
$413K -$23.2K -100 -5%
CC
3783
Caxton Corporation
New Jersey
$413K +$141K +609 +53%
PCMM
3784
Piedmont Capital Management (Montana)
Montana
$412K -$928 -4 -0.2%
BWL
3785
Beacon Wealthcare LLC
North Carolina
$406K +$399K +1,721 New
MGWM
3786
Marks Group Wealth Management
Minnesota
$405K +$464 +2 +0.1%
I2I
3787
Insight 2811 Inc
Illinois
$401K
DWM
3788
Denver Wealth Management
Colorado
$399K +$300K +1,293 New
TSS
3789
Thomas Story & Son
Indiana
$398K +$40.6K +175 +12%
SFP
3790
Sterling Financial Planning
New Jersey
$393K -$11.6K -50 -3%
TFA
3791
TPG Financial Advisors
Oregon
$382K +$8.59K +37 +2%
MSWMA
3792
Market Street Wealth Management Advisors
Indiana
$378K
AFG
3793
Affinia Financial Group
Massachusetts
$374K -$138K -594 -28%
BP
3794
BCK Partners
New York
$374K +$928 +4 +0.3%
CWM
3795
Chicago Wealth Management
Illinois
$370K +$364K +1,568 New
LIM
3796
Lagoda Investment Management
New York
$368K
MWM
3797
McNaughton Wealth Management
California
$365K +$18.8K +81 +6%
ODIJL
3798
One Day In July LLC
Vermont
$365K +$34.3K +148 +11%
DC
3799
Defender Capital
North Carolina
$364K -$22.7K -98 -6%
TC
3800
Tatro Capital
Kentucky
$364K -$5.8K -25 -2%

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.