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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
NEGWA
3901
New England Guild Wealth Advisors
Connecticut
$236K +$232 +1 +0.1%
AIA
3902
Armor Investment Advisors
North Carolina
$236K +$3.71K +16 +2%
KCM
3903
Kendall Capital Management
Maryland
$235K
GWAG
3904
Garrett Wealth Advisory Group
Texas
$234K -$11.6K -50 -5%
GC
3905
Gibson Capital
Pennsylvania
$233K
MWM
3906
MorganRosel Wealth Management
Colorado
$231K -$943K -4,064 -81%
ICM
3907
Intrepid Capital Management
Florida
$226K -$3.94K -17 -2%
CFGF
3908
Compass Financial Group (Florida)
Florida
$225K -$9.28K -40 -4%
SFA
3909
Spectrum Financial Alliance
Kentucky
$225K
TWM
3910
Tanglewood Wealth Management
Texas
$224K
BA
3911
BCM Advisors
Louisiana
$222K +$197K +851 New
G
3912
Gainplan
Michigan
$221K -$84.2K -363 -28%
GIM
3913
Greylin Investment Management
Virginia
$220K -$40.6K -175 -16%
WFPG
3914
Waller Financial Planning Group
Ohio
$218K
PFA
3915
Peak Financial Advisors
Colorado
$217K -$3.25K -14 -1%
FSWA
3916
Financial Synergies Wealth Advisors
Texas
$214K -$27.1K -117 -11%
BIA
3917
Barry Investment Advisors
Massachusetts
$214K -$5.34K -23 -2%
JMF
3918
Johnson Midwest Financial
Iowa
$213K +$4.87K +21 +2%
BWA
3919
BlueSky Wealth Advisors
North Carolina
$213K +$193K +831 New
1CM
3920
1492 Capital Management
Wisconsin
$213K +$210K +905 New
TWP
3921
Total Wealth Planning
Ohio
$212K -$120K -519 -37%
MAS
3922
Managed Account Services
Florida
$212K -$3.25K -14 -2%
ICMP
3923
Integrated Capital Management (Pennsylvania)
Pennsylvania
$212K
TI
3924
Telemetry Investments
New York
$212K
RHFI
3925
Reilly Herbert Faulkner III
$212K +$209K +899 New

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.