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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
LWIC
3851
Leith Wheeler Investment Counsel
British Columbia, Canada
$297K +$23K +99 +9%
OF
3852
Outfitter Financial
Maine
$297K +$75.4K +325 +35%
MAP
3853
Milestone Advisory Partners
North Carolina
$295K
HG
3854
Harbor Group
New Hampshire
$291K +$46.6K +201 +22%
MAM
3855
MMA Asset Management
Pennsylvania
$290K +$48.5K +209 +20%
EPP
3856
ETF Portfolio Partners
Kansas
$289K
LAS
3857
Lloyd Advisory Services
Georgia
$289K +$199K +856 +231%
OCPWS
3858
One Charles Private Wealth Services
Massachusetts
$286K -$46.4K -200 -14%
SL
3859
Stevard LLC
Illinois
$283K -$2.19M -9,443 -89%
BWM
3860
Biltmore Wealth Management
Arizona
$281K -$335K -1,443 -55%
NCP
3861
NexWave Capital Partners
New York
$281K -$55.2K -238 -17%
HCIA
3862
Hochman Cole Investment Advisors
Illinois
$279K +$232 +1 +0.1%
CI
3863
Chartist Inc
California
$275K +$464 +2 +0.2%
TC
3864
Trilogy Capital
California
$274K +$44.3K +191 +20%
T
3865
TrueFG
Texas
$271K
JPLA
3866
Joseph P. Lucia & Associates
New York
$270K +$16.2K +70 +7%
AAM
3867
Arabesque Asset Management
United Kingdom
$270K +$265K +1,144 New
AWM
3868
Altus Wealth Management
Kentucky
$268K
BFP
3869
Briaud Financial Planning
Texas
$266K +$46.4K +200 +22%
WFA
3870
Websterrogers Financial Advisors
South Carolina
$265K
BC
3871
Barnett & Company
Tennessee
$261K
CFS
3872
Cannon Financial Strategists
Georgia
$260K -$1.39K -6 -0.5%
SFMG
3873
Sage Financial Management Group
Virginia
$259K -$13.5K -58 -5%
CB
3874
Cooke & Bieler
Pennsylvania
$259K
FWM
3875
ForthRight Wealth Management
Georgia
$259K +$232 +1 +0.1%

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.