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
BCM
1051
BTC Capital Management
Iowa
$30.5M +$3.41M +14,693 +13%
UBV
1052
United Bank (Virginia)
Virginia
$30.4M -$266K -1,146 -0.9%
TCOT
1053
Trust Company of Toledo
Ohio
$30.3M -$842K -3,630 -3%
WSTAM
1054
Wilbanks Smith & Thomas Asset Management
Virginia
$30.2M +$332K +1,432 +1%
JCM
1055
Janney Capital Management
Pennsylvania
$30.1M -$3.22M -13,859 -10%
AW
1056
ACG Wealth
Georgia
$30.1M -$1.05M -4,532 -3%
CI
1057
Conning Inc
Connecticut
$30.1M +$4.03M +17,370 +16%
PAI
1058
Pittenger & Anderson Inc
Nebraska
$30.1M +$510K +2,197 +2%
HVIA
1059
Hudson Valley Investment Advisors
New York
$30M -$571K -2,463 -2%
SCP
1060
Seizert Capital Partners
Michigan
$29.9M -$872K -3,759 -3%
IA
1061
IndexIQ Advisors
New York
$29.9M +$2.87M +12,367 +11%
AJ
1062
Ashburton (Jersey)
Jersey
$29.9M -$613K -2,641 -2%
KIP
1063
Kayak Investment Partners
California
$29.9M -$24.5M -105,400 -45%
FM
1064
Freemont Management
Switzerland
$29.8M +$6.03M +26,000 +26%
NIM
1065
Nexus Investment Management
Ontario, Canada
$29.6M -$2.6M -11,200 -8%
SRC
1066
Shufro Rose & Co
New York
$29.6M -$800K -3,448 -3%
DBG
1067
De Burlo Group
Massachusetts
$29.5M +$5.27M +22,700 +22%
PIMJS
1068
PKO Investment Management Joint-Stock
Poland
$29.5M
PCM
1069
Palisade Capital Management
New Jersey
$29.3M +$1.93M +8,315 +7%
HT
1070
Heritage Trust
Oklahoma
$29.1M -$351K -1,514 -1%
AAM
1071
Auxier Asset Management
Oregon
$29.1M -$356K -1,534 -1%
DP
1072
Dundas Partners
United Kingdom
$29.1M -$1.99M -8,592 -7%
ST
1073
Spinnaker Trust
Maine
$29.1M +$271K +1,170 +1%
CNC
1074
Canandaigua National Corp
New York
$29M -$1.56M -6,704 -5%
AUB
1075
Atlantic Union Bankshares
Virginia
$28.9M -$538K -2,318 -2%

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.