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
JC
826
JBF Capital
Colorado
$47.2M +$4.64M +20,000 +11%
CPSAC
827
Chas P. Smith & Associates (CPS)
Florida
$47.1M +$616K +2,656 +1%
PMAM
828
Picton Mahoney Asset Management
Ontario, Canada
$47.1M -$17.1M -73,664 -27%
BCM
829
Bowie Capital Management
Texas
$46.8M +$394K +1,700 +0.9%
BUB
830
BBVA USA Bancshares
Texas
$46.6M -$1.06M -4,577 -2%
AC
831
Allstate Corporation
Illinois
$46.6M +$3.14M +13,522 +7%
VCM
832
Violich Capital Management
California
$46.5M -$155K -667 -0.3%
PNAA
833
Pictet North America Advisors
Switzerland
$46.2M -$141K -609 -0.3%
PIM
834
Provident Investment Management
Michigan
$46.1M +$1.87M +8,050 +4%
LIA
835
LS Investment Advisors
Michigan
$46.1M -$897K -3,868 -2%
FAB
836
First American Bank
Illinois
$46.1M +$1.68M +7,260 +4%
LNWWM
837
Laird Norton Wetherby Wealth Management
California
$46M -$5.03M -21,659 -10%
TFM
838
TPI Fund Managers
United Kingdom
$46M +$9.5M +40,945 +27%
SAI
839
Systematic Alpha Investments
New Jersey
$45.9M +$8.1M +34,900 +22%
HAM
840
HHR Asset Management
New Jersey
$45.7M -$5.69M -24,510 -11%
NW
841
NewEdge Wealth
Pennsylvania
$45.7M +$31.7M +136,543 +239%
GAM
842
Gotham Asset Management
New York
$45.7M -$11.3M -48,828 -20%
SPC
843
Sigma Planning Corp
Michigan
$45.4M -$3.21M -13,835 -7%
BAM
844
Berkshire Asset Management
Pennsylvania
$45.3M -$2.9M -12,507 -6%
AAM
845
Aureus Asset Management
Massachusetts
$45M +$1.65M +7,099 +4%
NRS
846
Neville Rodie & Shaw
New York
$44.9M -$1.59M -6,848 -3%
DWM
847
Doyle Wealth Management
Florida
$44.9M -$384K -1,657 -0.9%
HCMG
848
Howard Capital Management Group
California
$44.9M +$44.2M +190,332 New
SCM
849
Sahana Capital Management
Connecticut
$44.8M -$51.6M -222,486 -54%
HC
850
Henshaw Capital
Massachusetts
$44.6M -$514K -2,216 -1%

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.