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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
GIP
726
Granite Investment Partners
California
$59.6M +$5.47M +23,583 +10%
TCM
727
Tran Capital Management
California
$59.5M +$3.52M +15,178 +6%
RIG
728
Roosevelt Investment Group
New York
$59.5M +$619K +2,668 +1%
SSB
729
Sandy Spring Bank
Maryland
$59.3M -$444K -1,915 -0.8%
AAIM
730
Asset Advisors Investment Management
Georgia
$59.3M -$302K -1,300 -0.6%
TP
731
TenCore Partners
New York
$59.3M +$13.2M +57,000 +29%
ZIC
732
ZWJ Investment Counsel
Georgia
$59.2M -$1.81M -7,782 -3%
OSIA
733
O'Shares Investment Advisers
Massachusetts
$59.2M +$142K +611 +0.2%
FSA
734
Franklin Street Advisors
North Carolina
$59.1M +$1.51M +6,492 +3%
TFP
735
Triple Frond Partners
California
$59M
TCM
736
Tradewinds Capital Management
Washington
$58.4M -$2.48M -10,687 -4%
DMIC
737
Dixon Mitchell Investment Counsel
British Columbia, Canada
$58.1M -$6.21M -26,757 -10%
MYAM
738
Meiji Yasuda Asset Management
Japan
$58M +$8.35M +35,997 +17%
CLG
739
Cooperman Leon G
$57.9M
GAI
740
General American Investors
New York
$57.8M -$2.48M -10,686 -4%
JCM
741
Jag Capital Management
Missouri
$57.7M +$612K +2,638 +1%
AWG
742
Alpha Wave Global
New York
$57.5M +$3.92M +16,890 +7%
FCH
743
Freestone Capital Holdings
Washington
$57.5M +$242K +1,044 +0.4%
NPF
744
Norris Perne & French
Michigan
$57.1M -$4.25M -18,299 -7%
OPFM
745
Optimus Prime Fund Management
Cayman Islands
$57M -$9.28M -40,000 -14%
GIC
746
GFI Investment Counsel
Ontario, Canada
$56.9M +$2.11M +9,074 +4%
ATC
747
Argent Trust Co
Tennessee
$56.7M +$562K +2,424 +1%
FMII
748
Farmers & Merchants Investments Inc
Nebraska
$56.6M +$702K +3,025 +1%
FLII
749
First Long Island Investors
New York
$56.5M -$10.8M -46,548 -16%
WFMPM
750
Woodley Farra Manion Portfolio Management
Indiana
$56.4M -$302K -1,303 -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.