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
BTP
901
Bloom Tree Partners
New York
$40.2M -$5.53M -23,818 -12%
MFAM
902
Motley Fool Asset Management
Virginia
$40.2M -$896K -3,862 -2%
BBA
903
BLB&B Advisors
Pennsylvania
$40.2M -$3.32M -14,307 -8%
ALAM
904
Asahi Life Asset Management
Japan
$40M -$6.57M -28,308 -14%
MGIA
905
Matthew Goff Investment Advisor
Texas
$40M -$509K -2,193 -1%
CCP
906
Corient Capital Partners
California
$39.9M +$1.63M +7,046 +4%
DP
907
Dearborn Partners
Illinois
$39.9M -$4.05M -17,467 -9%
DWM
908
Destination Wealth Management
California
$39.9M +$878K +3,784 +2%
MIA
909
MainStreet Investment Advisors
Illinois
$39.8M -$3.34M -14,399 -8%
Jones Financial Companies
910
Jones Financial Companies
Missouri
$39.7M +$1.15M +4,946 +3%
LMIM
911
Lockheed Martin Investment Management
Maryland
$39.6M -$5.2M -22,430 -12%
AHB
912
Abner Herrman & Brock
New Jersey
$39.6M -$4.64M -20,003 -11%
HP
913
Hound Partners
New York
$39.6M -$5.83M -25,125 -13%
AAS
914
Avantax Advisory Services
Texas
$39.5M +$2.32M +9,991 +6%
WA
915
WestEnd Advisors
North Carolina
$39.5M +$217K +935 +0.6%
BAM
916
Bellevue Asset Management
Washington
$39.4M -$2M -8,640 -5%
CAMG
917
CWA Asset Management Group
Florida
$39.4M +$6.1M +26,282 +19%
CISOA
918
Capital Investment Services of America
Wisconsin
$39.3M -$437K -1,882 -1%
CTA
919
Colonial Trust Advisors
South Carolina
$39.3M -$552K -2,378 -1%
GIM
920
Grassi Investment Management
California
$38.9M +$111K +479 +0.3%
JCM
921
JS Capital Management
New York
$38.9M +$15.8M +68,100 +70%
GWM
922
Geneos Wealth Management
Colorado
$38.8M -$3.72M -16,014 -9%
PPCM
923
Pillar Pacific Capital Management
California
$38.7M +$264K +1,139 +0.7%
HCM
924
Hilton Capital Management
New York
$38.7M -$980K -4,222 -3%
CA
925
CapWealth Advisors
Tennessee
$38.7M -$391K -1,686 -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.