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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
JGGDR
4051
JGP Global Gestao de Recursos
Brazil
-$1.87M -8,407 Closed
6M
4052
6 Meridian
Kansas
-$1.71M -7,669 Closed
MPPLM
4053
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$1.66M -7,475 Closed
OAM
4054
Oak Asset Management
California
-$1.63M -7,333 Closed
CDIA
4055
Capital Directions Investment Advisors
Georgia
-$1.41M -6,344 Closed
IECM
4056
Intrinsic Edge Capital Management
Illinois
-$1.36M -6,120 Closed
MA
4057
MYDA Advisors
New York
-$1.33M -6,000 Closed
MCA
4058
Magnolia Capital Advisors
Mississippi
-$1.32M -5,951 Closed
DTL
4059
Dynamic Technology Lab
Singapore
-$1M -4,506 Closed
DC
4060
Diametric Capital
Massachusetts
-$922K -4,144 Closed
AP
4061
AtonRa Partners
Switzerland
-$724K -3,257 Closed
LCWP
4062
Legacy Capital Wealth Partners
Arkansas
-$692K -3,113 Closed
JWM
4063
JFG Wealth Management
Colorado
-$645K -2,901 Closed
PAMP
4064
Polar Asset Management Partners
Ontario, Canada
-$587K -2,641 Closed
KFA
4065
Krane Funds Advisors
New York
-$579K -2,601 Closed
IR
4066
Invictus RG
Bermuda
-$534K -2,399 Closed
KCMH
4067
Keywise Capital Management (HK)
Hong Kong
-$528K -2,376 Closed
SWG
4068
Summit Wealth Group
Vermont
-$516K -2,319 Closed
TAL
4069
TIG Advisors LLC
New York
-$507K -2,281 Closed
LSA
4070
Lion Street Advisors
Texas
-$440K -2,071 Closed
QT
4071
Quantamental Technologies
New York
-$430K -1,935 Closed
VM
4072
Venator Management
Pennsylvania
-$411K -1,849 Closed
HGWM
4073
Harvest Group Wealth Management
Massachusetts
-$381K -1,714 Closed
PP
4074
Peconic Partners
New York
-$321K -1,445 Closed
IWP
4075
Insight Wealth Partners
Texas
-$305K -1,371 Closed

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.