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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
VPIM
1101
Vanguard Personalized Indexing Management
California
$27.8M +$8.33M +35,891 +44%
BAAM
1102
Baker Avenue Asset Management
California
$27.8M +$790K +3,407 +3%
PWAG
1103
Polaris Wealth Advisory Group
California
$27.8M +$3.2M +13,774 +15%
CA
1104
Callahan Advisors
Texas
$27.7M -$587K -2,531 -2%
BLAM
1105
Bourne Lent Asset Management
New York
$27.7M -$47.6K -205 -0.2%
RC
1106
Roundview Capital
New Jersey
$27.6M +$1.23M +5,295 +5%
UR
1107
USCA RIA
Texas
$27.6M -$287K -1,235 -1%
FMLI
1108
Fukoku Mutual Life Insurance
Japan
$27.6M +$2.02M +8,700 +8%
CM
1109
Churchill Management
California
$27.6M +$2.08M +8,965 +8%
MGM
1110
Miura Global Management
New York
$27.6M +$16.1M +69,200 +145%
HAIM
1111
Hunter Associates Investment Management
Pennsylvania
$27.6M -$51.3K -221 -0.2%
HR
1112
Howe & Rusling
New York
$27.5M -$3.8M -16,393 -12%
DWT
1113
Dorsey & Whitney Trust
South Dakota
$27.5M +$246K +1,061 +0.9%
JIR
1114
James Investment Research
Ohio
$27.2M -$2.11M -9,095 -7%
ACM
1115
Atika Capital Management
New York
$27.1M +$12.1M +52,000 +83%
AHC
1116
Anderson Hoagland & Co
Missouri
$27M +$707K +3,047 +3%
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$27M -$379K -1,635 -2%
WP
1118
WMS Partners
Maryland
$27M -$2.15M -9,273 -7%
BM
1119
Bridger Management
New York
$26.9M +$26.5M +114,289 New
TF
1120
Tompkins Financial
New York
$26.9M +$78.4K +338 +0.3%
PAS
1121
Park Avenue Securities
New York
$26.9M +$2.87M +12,369 +12%
MYLI
1122
Meiji Yasuda Life Insurance
Japan
$26.8M -$675K -2,908 -2%
Wealth Enhancement Advisory Services
1123
Wealth Enhancement Advisory Services
Minnesota
$26.7M +$403K +1,739 +2%
GGS
1124
Galvin Gaustad & Stein
Arizona
$26.7M -$363K -1,566 -1%
FA
1125
Fagan Associates
New York
$26.7M -$354K -1,524 -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.