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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
AIMCA
426
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$162M -$1.07M -4,600 -0.7%
VMPIC
427
Varma Mutual Pension Insurance Co
Finland
$162M -$147M -635,000 -48%
DWA
428
Douglass Winthrop Advisors
New York
$161M -$1.09M -4,679 -0.7%
AIM
429
Alphinity Investment Management
Australia
$161M +$72.3M +311,536 +84%
JIC
430
Johnson Investment Counsel
Ohio
$160M +$2.14M +9,237 +1%
WI
431
Wafra Inc
New York
$159M +$10.1M +43,476 +7%
MML Investors Services
432
MML Investors Services
Massachusetts
$159M +$7.42M +31,959 +5%
CWP
433
Capital Wealth Planning
Florida
$158M +$16M +68,874 +11%
SAM
434
Securian Asset Management
Minnesota
$157M -$5.26M -22,659 -3%
IMCOOI
435
Investment Management Corp of Ontario (IMCO)
Canada
$157M
FCI
436
Financial Counselors Inc
Kansas
$157M +$1.98M +8,538 +1%
Mercer Global Advisors
437
Mercer Global Advisors
Colorado
$155M +$32.6M +140,655 +27%
CAM
438
Congress Asset Management
Massachusetts
$155M -$1.08M -4,652 -0.7%
CCP
439
Cryder Capital Partners
United Kingdom
$154M +$4.46M +19,212 +3%
MIFH
440
Migdal Insurance & Financial Holdings
Israel
$153M +$16.1M +69,496 +12%
DLA
441
Douglas Lane & Associates
New York
$153M -$3.8M -16,384 -2%
BCPEMI
442
Bain Capital Public Equity Management II
Massachusetts
$153M +$14.2M +61,157 +10%
CAG
443
Crestwood Advisors Group
Massachusetts
$153M +$3.33M +14,370 +2%
SMDAM
444
Sumitomo Mitsui DS Asset Management
Japan
$153M -$882K -3,800 -0.6%
CCM
445
Cantillon Capital Management
New York
$152M -$4.96M -21,382 -3%
NC
446
Nicholas Company
Wisconsin
$151M -$18.8M -80,965 -11%
VanEck Associates
447
VanEck Associates
New York
$149M +$28M +120,873 +24%
Daiwa Securities Group
448
Daiwa Securities Group
Japan
$147M -$7.12M -30,673 -5%
AIM
449
Artemis Investment Management
United Kingdom
$147M +$8.38M +36,135 +6%
BJL
450
Brighton Jones LLC
Washington
$146M +$773K +3,330 +0.5%

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.