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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
KJWM
1251
Kiley Juergens Wealth Management
Washington
$22M -$39.4K -170 -0.2%
WC
1252
Westwind Capital
New Mexico
$21.9M -$192K -826 -0.9%
TCM
1253
Thames Capital Management
New Jersey
$21.9M
SGK
1254
Steigerwald Gordon & Koch
Virginia
$21.9M -$424K -1,828 -2%
CIA
1255
CCM Investment Advisers
South Carolina
$21.9M -$187K -807 -0.9%
IWP
1256
Icon Wealth Partners
Texas
$21.9M +$4.51M +19,418 +26%
IAIM
1257
International Assets Investment Management
Florida
$21.8M +$21.1M +91,120 +84%
HI
1258
Horizon Investments
North Carolina
$21.8M +$21.4M +92,401 New
CCT
1259
Chemung Canal Trust
New York
$21.8M -$425K -1,831 -2%
IPGDR
1260
Investidor Profissional Gestao de Recursos
Brazil
$21.7M +$21.4M +92,148 New
SWM
1261
SeaCrest Wealth Management
New York
$21.7M +$366K +1,577 +2%
SGA
1262
Strategic Global Advisors
California
$21.7M +$1.35M +5,805 +7%
SCM
1263
Schnieders Capital Management
California
$21.6M +$246K +1,060 +1%
LIM
1264
Lathrop Investment Management
Arkansas
$21.6M -$434K -1,872 -2%
WB
1265
Webster Bank
Connecticut
$21.5M -$560K -2,414 -3%
SAM
1266
SP Asset Management
California
$21.5M +$285K +1,229 +1%
LIM
1267
Leavell Investment Management
Alabama
$21.4M -$315K -1,359 -1%
SW
1268
SteelPeak Wealth
California
$21.3M -$3.62M -15,582 -15%
AG
1269
AIA Group
Hong Kong
$21.3M +$3.92M +16,915 +23%
GGI
1270
Godsey & Gibb Inc
Virginia
$21.3M +$312K +1,345 +2%
CBB
1271
Citizens Business Bank
California
$21.2M -$482K -2,078 -2%
CS
1272
Central Securities
New York
$21.2M
OMC
1273
Overbrook Management Corp
New York
$21.2M -$90.7K -391 -0.4%
1IA
1274
1834 Investment Advisors
Wisconsin
$21.2M -$1.54M -6,653 -7%
ITFISA
1275
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.2M -$295K -1,272 -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.