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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
NFC
1026
Northeast Financial Consultants
Connecticut
$32.5M +$975K +4,201 +3%
BAS
1027
Brown Advisory Securities
Maryland
$32.4M -$659K -2,841 -2%
FP
1028
Financial Perspectives
Minnesota
$32.3M +$1.76B +7,578,155 +23,688%
ZDA
1029
Zweig-DiMenna Associates
New York
$32.3M -$14M -60,195 -31%
TNB
1030
Thomasville National Bank
Georgia
$32.1M +$7.36M +31,718 +18%
SGI
1031
Summit Global Investments
Utah
$31.9M -$1.5M -6,485 -5%
FCMC
1032
Founders Capital Management (Connecticut)
Connecticut
$31.9M +$913K +3,934 +3%
TCM
1033
Tufton Capital Management
Maryland
$31.8M +$199K +856 +0.6%
TAIM
1034
Te Ahumairangi Investment Management
New Zealand
$31.8M +$3.48M +14,990 +13%
WI
1035
Wintrust Investments
Illinois
$31.6M +$3.6M +15,503 +13%
BWFA
1036
Baltimore-Washington Financial Advisors
Maryland
$31.5M -$93.5K -403 -0.3%
RMC
1037
Resources Management Corp
Connecticut
$31.4M -$580K -2,500 -2%
LA
1038
Lynch & Associates
Indiana
$31.2M -$651K -2,806 -2%
GI
1039
Gradient Investments
Minnesota
$31.1M +$10.5M +45,443 +52%
OSAM
1040
O'Shaughnessy Asset Management
Connecticut
$31.1M +$3.32M +14,323 +12%
CCP
1041
Clarkston Capital Partners
Michigan
$31.1M +$6.34M +27,336 +26%
LRPA
1042
L. Roy Papp & Associates
Arizona
$31.1M -$8.78M -37,843 -22%
ACM
1043
Anomaly Capital Management
New York
$31M +$20.1M +86,554 +192%
BPM
1044
Blue Pool Management
Hong Kong
$30.9M +$1.09M +4,700 +4%
HWA
1045
Heritage Wealth Advisors
Virginia
$30.9M +$73.6K +317 +0.2%
LW
1046
Linscomb Wealth
Texas
$30.8M -$138K -596 -0.5%
MAM
1047
Majedie Asset Management
United Kingdom
$30.8M +$2.33M +10,055 +8%
SIM
1048
Sonora Investment Management
Arizona
$30.8M -$954K -4,113 -3%
LSV Asset Management
1049
LSV Asset Management
Illinois
$30.7M -$3.16M -13,600 -9%
RFA
1050
Reilly Financial Advisors
California
$30.6M +$881K +3,795 +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.