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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
PAG
451
Private Advisor Group
New Jersey
$146M +$5.27M +22,725 +4%
CIC
452
Crawford Investment Counsel
Georgia
$146M -$4.34M -18,707 -3%
ADEF
453
Adams Diversified Equity Fund
Maryland
$146M -$9.58M -41,300 -6%
WHG
454
Westwood Holdings Group
Texas
$145M -$319K -1,374 -0.2%
WorldQuant Millennium Advisors
455
WorldQuant Millennium Advisors
New York
$145M
BIM
456
Bridges Investment Management
Nebraska
$145M +$1.18M +5,073 +0.8%
BAMCO Inc
457
BAMCO Inc
New York
$144M +$37.2M +160,430 +36%
CTB
458
Country Trust Bank
Illinois
$144M +$1.71M +7,380 +1%
BF
459
BOK Financial
Oklahoma
$144M -$9.85M -42,456 -6%
CRCM
460
Cat Rock Capital Management
Connecticut
$144M
TGHSA
461
TPG Group Holdings (SBS) Advisors
Texas
$142M +$140M +601,877 New
Point72 Asset Management
462
Point72 Asset Management
Connecticut
$141M -$101M -434,524 -42%
IG
463
ING Group
Netherlands
$140M +$16.8M +72,506 +14%
KAS
464
Kestra Advisory Services
Texas
$140M -$36.4M -157,082 -21%
Jane Street
465
Jane Street
New York
$140M +$43.5M +187,327 +46%
Pacer Advisors
466
Pacer Advisors
Pennsylvania
$139M -$12.9M -55,581 -9%
WTC
467
WhitTier Trust Company
Nevada
$138M +$43.5M +187,547 +47%
MAM
468
Martingale Asset Management
Massachusetts
$137M -$36.3M -156,639 -21%
CIM
469
Confluence Investment Management
Missouri
$137M -$1.74M -7,517 -1%
MNBTD
470
Moody National Bank Trust Division
Texas
$136M -$111K -477 -0.1%
BPCE
471
Bank Pictet & Cie (Europe)
Germany
$136M +$15.9M +68,533 +13%
MSRPS
472
Maryland State Retirement & Pension System
Maryland
$136M +$105M +453,939 +374%
MIP
473
Mondrian Investment Partners
United Kingdom
$134M +$13.5M +58,195 +12%
MHC
474
Meyer Handelman Company
New York
$134M -$534K -2,300 -0.4%
NP
475
NS Partners
United Kingdom
$131M +$358K +1,541 +0.3%

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.