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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
FTDI
1426
First Trust Direct Indexing
Massachusetts
$17.6M +$1.08M +4,655 +7%
HCM
1427
Hutchinson Capital Management
California
$17.6M -$445K -1,918 -3%
AOWM
1428
Alpha Omega Wealth Management
Virginia
$17.6M -$65.2K -281 -0.4%
TFA
1429
Toth Financial Advisory
Virginia
$17.5M -$1.07M -4,616 -6%
SA
1430
Strategic Advisors
New York
$17.5M -$61.7K -266 -0.4%
SACTSONJ
1431
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$17.4M
RSS
1432
Rosenblum Silverman Sutton
California
$17.4M -$47.3K -204 -0.3%
LG
1433
LaFleur & Godfrey
Michigan
$17.4M +$1.33M +5,744 +8%
KCM
1434
Kingdon Capital Management
New York
$17.4M +$17.1M +73,900 New
LWM
1435
Lyell Wealth Management
California
$17.4M +$173K +747 +1%
CW
1436
CreativeOne Wealth
Kansas
$17.4M +$2.58M +11,102 +18%
FTC
1437
Farmers Trust Company
Ohio
$17.3M -$575K -2,480 -3%
PWM
1438
Perigon Wealth Management
California
$17.3M +$261K +1,123 +2%
TGCMU
1439
Titan Global Capital Management USA
New York
$17.2M +$4.54M +19,554 +37%
SIM
1440
Sentry Investment Management
Wisconsin
$17.2M -$84.6M -364,746 -83%
BAM
1441
Belpointe Asset Management
Nevada
$17.1M -$1.78M -7,689 -9%
SWA
1442
SFMG Wealth Advisors
Texas
$17.1M +$354K +1,527 +2%
AG
1443
Aravt Global
New York
$17M -$19.7M -84,898 -54%
IUHSA
1444
Itau Unibanco Holding S.A.
Brazil
$17M -$8.44M -36,377 -34%
PCA
1445
Pallas Capital Advisors
Massachusetts
$16.9M +$15.9M +68,430 New
CAM
1446
Covenant Asset Management
New Jersey
$16.9M +$49.2K +212 +0.3%
BCMO
1447
Buckingham Capital Management (Ohio)
Ohio
$16.9M -$18.6K -80 -0.1%
LWAC
1448
Laurel Wealth Advisors (California)
California
$16.8M -$9.98K -43 -0.1%
NGA
1449
Naples Global Advisors
Florida
$16.8M +$852K +3,670 +5%
EN1L
1450
Engine No 1 LLC
California
$16.8M -$5.57M -24,000 -25%

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.