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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
VFA
926
Valeo Financial Advisors
Indiana
$38.6M -$24.3M -104,891 -35%
OCAM
927
Onex Canada Asset Management
Ontario, Canada
$38.6M -$14.2M -61,373 -27%
SFA
928
Sequoia Financial Advisors
Ohio
$38.5M +$2.77M +11,931 +8%
MFM
929
MD Financial Management
Ontario, Canada
$38.5M +$37.8M +163,067 +42,688%
AF
930
Alerus Financial
North Dakota
$38.5M -$37.3M -160,611 -50%
MAA
931
Matrix Asset Advisors
New York
$38.5M -$544K -2,345 -1%
SCM
932
Sandler Capital Management
New York
$38.5M +$37.9M +163,230 New
CCMD
933
Cypress Capital Management (Delaware)
Delaware
$38.4M -$2.76M -11,893 -7%
PAM
934
Palisade Asset Management
Minnesota
$38.3M +$111K +480 +0.3%
NCM
935
Narwhal Capital Management
Georgia
$38.2M +$641K +2,761 +2%
LBC
936
Lowe Brockenbrough & Co
Virginia
$38.2M +$3.32M +14,295 +10%
LSA
937
Leonteq Securities AG
Switzerland
$38.2M -$12.4M -53,460 -25%
MIM
938
Manitou Investment Management
Ontario, Canada
$38.1M -$1.11M -4,770 -3%
SLI
939
Sumitomo Life Insurance
Japan
$38M -$966K -4,165 -3%
MA
940
Montag & Associates
Georgia
$38M +$1.5M +6,461 +4%
MIAN
941
Mariner Independent Advisor Network
Kansas
$38M +$73.1K +315 +0.2%
CAM
942
Capco Asset Management
Florida
$37.8M -$23K -99 -0.1%
FQ
943
First Quadrant
California
$37.8M -$1.39M -5,995 -4%
BOH
944
Bank of Hawaii
Hawaii
$37.7M -$502K -2,163 -1%
AAM
945
AO Asset Management
New York
$37.6M +$21M +90,500 +131%
RT
946
Rockland Trust
Massachusetts
$37.5M -$520K -2,243 -1%
Kovitz Investment Group Partners
947
Kovitz Investment Group Partners
Illinois
$37.4M +$71.7K +309 +0.2%
ACA
948
Anchor Capital Advisors
Massachusetts
$37.4M +$2.22M +9,568 +6%
APA
949
American Portfolios Advisors
New York
$37.4M +$4.6M +19,816 +14%
FFWA
950
FRG Family Wealth Advisors
Washington
$37.3M -$121K -521 -0.3%

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.