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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.03B -$725M -3,124,191 -8%
Goldman Sachs
27
Goldman Sachs
New York
$7.97B +$615M +2,652,170 +9%
PPA
28
Parametric Portfolio Associates
Washington
$7.62B +$109M +468,965 +1%
Deutsche Bank
29
Deutsche Bank
Germany
$7.07B +$554M +2,385,946 +9%
Invesco
30
Invesco
Georgia
$6.76B -$29.2M -125,963 -0.4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$6.58B +$111M +476,800 +2%
UBS Group
32
UBS Group
Switzerland
$6.52B -$402M -1,730,568 -6%
Franklin Resources
33
Franklin Resources
California
$6.1B -$150M -647,282 -2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$6.08B -$203M -875,906 -3%
Fisher Asset Management
35
Fisher Asset Management
Washington
$5.66B +$138M +595,997 +3%
AAMU
36
Amundi Asset Management US
Massachusetts
$5.62B +$367M +1,580,112 +7%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$5.24B -$106M -458,056 -2%
TCI Fund Management
38
TCI Fund Management
United Kingdom
$4.83B +$1.43B +6,168,906 +43%
Jennison Associates
39
Jennison Associates
New York
$4.79B -$667M -2,875,372 -12%
Primecap Management
40
Primecap Management
California
$4.58B -$178M -765,035 -4%
ClearBridge Investments
41
ClearBridge Investments
New York
$4.55B -$60.5M -260,715 -1%
American Century Companies
42
American Century Companies
Missouri
$4.48B +$49.7M +214,205 +1%
MAM
43
Magellan Asset Management
Australia
$4.47B +$93.2M +401,806 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$4.36B +$14M +60,221 +0.3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$3.92B -$281M -1,209,736 -7%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$3.86B -$111M -477,029 -3%
Barclays
47
Barclays
United Kingdom
$3.77B +$1.09B +4,719,186 +42%
Polen Capital Management
48
Polen Capital Management
Florida
$3.63B +$52M +224,044 +1%
Principal Financial Group
49
Principal Financial Group
Iowa
$3.51B -$187M -806,437 -5%
PI
50
Putnam Investments
Massachusetts
$3.49B -$111M -478,151 -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.