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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
ST
1201
Smithfield Trust
Pennsylvania
$23.7M -$145K -624 -0.6%
HIC
1202
Hartline Investment Corp
Illinois
$23.6M +$16.2K +70 +0.1%
GPCM
1203
Greenbrier Partners Capital Management
Texas
$23.6M +$5.19M +22,358 +29%
SC
1204
Scholtz & Company
Connecticut
$23.6M +$2.38M +10,275 +11%
GCAC
1205
Guardian Capital Advisors (Canada)
Ontario, Canada
$23.6M +$5.8K +25 +0%
ME
1206
McIlrath & Eck
Washington
$23.5M -$4.72M -20,356 -17%
GIP
1207
Greatmark Investment Partners
Georgia
$23.5M -$530K -2,284 -2%
LFAS
1208
Level Four Advisory Services
Texas
$23.5M -$326K -1,403 -1%
FTCM
1209
Fir Tree Capital Management
New York
$23.5M +$23.1M +99,612 New
KHLMVGHM
1210
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$23.5M -$836K -3,601 -3%
DBT
1211
Dubuque Bank & Trust
Iowa
$23.5M -$766K -3,301 -3%
NSIM
1212
North Star Investment Management
Illinois
$23.5M +$10.7K +46 +0%
MWM
1213
Meridian Wealth Management
Kentucky
$23.4M +$436K +1,877 +2%
TSAM
1214
Trinity Street Asset Management
United Kingdom
$23.3M -$17M -73,269 -43%
SCA
1215
Sassicaia Capital Advisers
New York
$23.3M +$22.8M +98,058 +10,895%
PTB
1216
Pioneer Trust Bank
Oregon
$23.3M -$130K -560 -0.6%
GP
1217
Girard Partners
Pennsylvania
$23.2M +$109K +470 +0.5%
S
1218
SignatureFD
Georgia
$23.2M +$1.24M +5,346 +6%
EW
1219
Evoke Wealth
California
$23.2M +$15.6M +67,192 +217%
VC
1220
Vicus Capital
Pennsylvania
$23.1M -$696 -3 -0%
MBTD
1221
Mechanics Bank - Trust Department
California
$23M -$742K -3,199 -3%
DLCIG
1222
D.L. Carlson Investment Group
New Hampshire
$23M +$1.29M +5,542 +6%
GC
1223
Garde Capital
Washington
$23M -$1.06M -4,559 -4%
IIC
1224
Ironwood Investment Counsel
Arizona
$23M -$7.4M -31,887 -25%
SIG
1225
Sky Investment Group
Connecticut
$22.9M +$55K +237 +0.2%

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.