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
NIA
3876
NIA Impact Advisors
California
$259K +$464 +2 +0.2%
MM
3877
Meridian Management
Arkansas
$257K -$4.64K -20 -2%
AIS
3878
American Investment Services
Massachusetts
$257K
SEM
3879
Strategic Equity Management
Arizona
$254K +$10.7K +46 +4%
RHJA
3880
Rice Hall James & Associates
California
$253K -$76.3K -329 -24%
TFA
3881
Tranquilli Financial Advisor
New Jersey
$253K +$249K +1,075 New
RWA
3882
RGT Wealth Advisors
Texas
$252K -$576K -2,484 -70%
YMRC
3883
Yorktown Management & Research Company
Virginia
$252K -$223K -960 -47%
AC
3884
AlphaCore Capital
California
$252K -$48.7K -210 -16%
TFA
3885
Tobias Financial Advisors
Florida
$252K -$16.5K -71 -6%
LL
3886
LPWM LLC
Minnesota
$251K -$11.6K -50 -5%
WC
3887
Weil Company
California
$251K +$232 +1 +0.1%
AOG
3888
Alpha Omega Group
Virginia
$250K -$46.4K -200 -16%
TPCM
3889
Three Peaks Capital Management
Colorado
$250K -$1.62K -7 -0.7%
TM
3890
Titan Managers
Arizona
$249K +$245K +1,054 New
FCT
3891
Family Capital Trust
Massachusetts
$248K
QCM
3892
Quantinno Capital Management
New York
$248K
LAM
3893
Lountzis Asset Management
Pennsylvania
$248K
NC
3894
NewSquare Capital
Pennsylvania
$246K -$11.6K -50 -5%
WGCA
3895
Wolf Group Capital Advisors
Virginia
$242K
SC
3896
Saybrook Capital
North Carolina
$241K
OAJ
3897
Ogorek Anthony Joseph
New York
$241K +$121K +520 +103%
HCA
3898
Hyperion Capital Advisors
New York
$237K
NWA
3899
Navis Wealth Advisors
New York
$237K +$696 +3 +0.3%
IFA
3900
Interactive Financial Advisors
Illinois
$236K

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.