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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
TIM
1326
Thompson Investment Management
Wisconsin
$19.8M -$65.9K -284 -0.3%
PDN
1327
Pensionfund DSM Netherlands
Netherlands
$19.8M +$1.67M +7,200 +9%
CT
1328
Caldwell Trust
Florida
$19.8M -$141K -608 -0.7%
MKC
1329
M. Kraus & Co
Vermont
$19.7M -$226K -974 -1%
GKWIM
1330
Gerber Kawasaki Wealth & Investment Management
California
$19.7M +$1.31M +5,667 +7%
OIA
1331
OneDigital Investment Advisors
Kansas
$19.7M -$261K -1,127 -1%
VAS
1332
Vestmark Advisory Solutions
Massachusetts
$19.7M +$787K +3,390 +4%
SAM
1333
Stansberry Asset Management
Texas
$19.7M +$32.3K +139 +0.2%
FPCM
1334
Financial Partners Capital Management
New York
$19.6M -$167K -720 -0.9%
CB
1335
Cadence Bank
Mississippi
$19.6M +$803K +3,463 +4%
RCM
1336
Rings Capital Management
Illinois
$19.6M
CIC
1337
Cutler Investment Counsel
Oregon
$19.5M -$232K -1,000 -1%
BP
1338
BBR Partners
New York
$19.5M -$1.01M -4,355 -5%
FC
1339
Fulcrum Capital
Washington
$19.5M +$1.99M +8,572 +12%
UBPAM
1340
Union Bancaire Privee Asset Management
New York
$19.4M -$3.99M -17,177 -17%
KWMG
1341
King Wealth Management Group
Florida
$19.3M -$1.25M -5,387 -6%
MCM
1342
McRae Capital Management
New Jersey
$19.3M -$215K -927 -1%
CCG
1343
Cypress Capital Group
Florida
$19.3M -$196K -844 -1%
PIP
1344
Peachtree Investment Partners
Florida
$19.3M -$632K -2,724 -3%
SNT
1345
Security National Trust
West Virginia
$19.2M -$645K -2,782 -3%
TIM
1346
Tikehau Investment Management
France
$19.2M -$14.3M -61,773 -43%
RIL
1347
Rothschild Investment LLC
Illinois
$19.1M -$21.8K -94 -0.1%
TSW
1348
Thompson Siegel & Walmsley
Virginia
$19.1M -$1.27M -5,474 -6%
MMA
1349
Miracle Mile Advisors
California
$19.1M -$1.51M -6,520 -7%
IIM
1350
Ipswich Investment Management
Massachusetts
$19M -$196K -846 -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.