We are live on ! Find out more
MSFT icon

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
WMC
551
Westwood Management Corporation
Illinois
$99M -$2.55M -11,000 -3%
BCM
552
Becker Capital Management
Oregon
$97.4M -$2.87M -12,378 -3%
SFM
553
Stack Financial Management
Montana
$96.8M +$90.7K +391 +0.1%
AC
554
Athanor Capital
New York
$96.6M -$31.8M -137,121 -25%
BB
555
Busey Bank
Illinois
$95.7M +$5.86M +25,272 +7%
KWILP
556
Kiwi Wealth Investments Limited Partnership
New Zealand
$95.6M +$13.5M +58,323 +17%
JHP
557
James Hambro & Partners
United Kingdom
$95M -$1.33M -5,739 -1%
CS
558
Cannell & Spears
New York
$95M +$738K +3,182 +0.8%
TU
559
TDAM USA
Ontario, Canada
$94.8M -$3.46M -14,930 -4%
BPB
560
Badgley, Phelps & Bell
Washington
$94.5M -$1.78M -7,652 -2%
RJT
561
Raymond James Trust
Florida
$94.1M +$2.86M +12,344 +3%
Qube Research & Technologies (QRT)
562
Qube Research & Technologies (QRT)
United Kingdom
$93.9M +$4.29M +18,482 +5%
RCAMU
563
Rothschild & Co Asset Management US
Connecticut
$93.9M +$943K +4,066 +1%
SIA
564
Sit Investment Associates
Minnesota
$93.8M -$2.01M -8,655 -2%
HCM
565
Howland Capital Management
Massachusetts
$93.7M -$542K -2,338 -0.6%
TI
566
Truxt Investmentos
Brazil
$93.3M +$91.9M +395,900 New
TH
567
TCTC Holdings
Texas
$93.3M -$1.66M -7,135 -2%
HAM
568
Hyperion Asset Management
Australia
$93.2M +$26.1M +112,346 +40%
SRIM
569
Saratoga Research & Investment Management
California
$92.9M +$2.24M +9,654 +3%
JCM
570
Junto Capital Management
New York
$92.8M +$12.4M +53,293 +16%
SIC
571
Salem Investment Counselors
North Carolina
$92.4M -$516K -2,223 -0.6%
HW
572
Hancock Whitney
Mississippi
$92.2M -$3.33M -14,363 -4%
H
573
Hexavest
Quebec, Canada
$91.7M -$19.5M -84,039 -18%
BHIA
574
Birch Hill Investment Advisors
Massachusetts
$91.1M -$3.6M -15,537 -4%
AAM
575
AMI Asset Management
California
$90.7M -$6.95M -29,964 -7%

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.