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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
LCM
876
LVM Capital Management
Michigan
$42.3M -$789K -3,400 -2%
WMSA
877
Weiss Multi-Strategy Advisers
New York
$42.2M -$8.95M -38,571 -18%
MC
878
Montag & Caldwell
Georgia
$42.1M -$53.8M -231,892 -56%
BBI
879
Baxter Bros Inc
Connecticut
$42.1M -$637K -2,747 -2%
FFM
880
Fullerton Fund Management
Singapore
$42.1M -$2.24M -9,636 -5%
MHIC
881
Marble Harbor Investment Counsel
Massachusetts
$42M -$1.57M -6,768 -4%
SBSB
882
Sullivan, Bruyette, Speros & Blaney
Virginia
$41.8M -$609K -2,624 -1%
CPH
883
C Partners Holding
Switzerland
$41.4M +$9.97M +42,985 +32%
VVP
884
Venture Visionary Partners
Ohio
$41.2M +$5.04M +21,719 +14%
WANY
885
Wealthspire Advisors (New York)
New York
$41M +$5.44M +23,467 +16%
WIC
886
Willis Investment Counsel
Georgia
$41M +$4.16M +17,932 +12%
Diamond Hill Capital Management
887
Diamond Hill Capital Management
Ohio
$41M -$2.7M -11,620 -6%
ECM
888
Everence Capital Management
Indiana
$40.8M
KOCAA
889
Knights of Columbus Asset Advisors
Connecticut
$40.8M +$2.56M +11,012 +7%
ERIM
890
Eagle Ridge Investment Management
Connecticut
$40.8M -$4.06M -17,493 -9%
OA
891
Oak Associates
Ohio
$40.8M +$1.16K +5 +0%
TCOV
892
Trust Company of Vermont
Vermont
$40.7M +$22.3K +96 +0.1%
BOTW
893
Bank of the West
California
$40.5M +$261K +1,123 +0.7%
CIA
894
Capital Investment Advisors
Georgia
$40.5M +$272K +1,174 +0.7%
JWBC
895
J.W. Burns & Co
New York
$40.4M -$496K -2,136 -1%
BC
896
Burney Company
Virginia
$40.4M +$368K +1,584 +0.9%
FBB
897
Fulton Breakefield Broenniman
Maryland
$40.3M +$6.48M +27,911 +20%
BCAM
898
Boston Common Asset Management
Massachusetts
$40.3M -$215K -926 -0.5%
JMFC
899
J.M. Forbes & Co
Massachusetts
$40.3M +$33.2K +143 +0.1%
GCC
900
Guardian Capital (Canada)
Ontario, Canada
$40.2M +$58.2K +251 +0.1%

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.