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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
HH
1476
Hilltop Holdings
Texas
$16.1M -$249K -1,073 -2%
AAM
1477
Augustine Asset Management
Florida
$16M -$13.9K -60 -0.1%
CCM
1478
CAAS Capital Management
New York
$16M +$10.1M +43,673 +180%
BCM
1479
Brasada Capital Management
Texas
$15.9M -$2.14M -9,218 -12%
SFM
1480
Sphera Funds Management
Israel
$15.9M +$4.64M +20,000 +42%
MCA
1481
Mercer Capital Advisers
New Jersey
$15.9M -$167K -719 -1%
PCMK
1482
Paragon Capital Management (Kansas)
Kansas
$15.8M -$1.12M -4,822 -7%
SDJVC
1483
St. Denis J. Villere & Co
Louisiana
$15.8M +$100K +431 +0.6%
EIM
1484
Essex Investment Management
Massachusetts
$15.7M -$504K -2,171 -3%
MHS
1485
M Holdings Securities
Oregon
$15.7M +$2.05M +8,846 +15%
PGAM
1486
Princeton Global Asset Management
New Jersey
$15.7M -$205K -883 -1%
FFN
1487
Focus Financial Network
Minnesota
$15.7M +$3.27M +14,109 +27%
ECM
1488
ExodusPoint Capital Management
New York
$15.6M -$378M -1,630,353 -96%
DAS
1489
Dynamic Advisor Solutions
Arizona
$15.6M -$1.44M -6,223 -9%
ANHIM
1490
Alan N. Hoffman Investment Management
Massachusetts
$15.6M -$32.7K -141 -0.2%
VLKIM
1491
Van Lanschot Kempen Investment Management
Netherlands
$15.6M +$2.84M +12,224 +23%
CP
1492
Capital Planning
Washington
$15.6M +$634K +2,731 +4%
LSA
1493
L & S Advisors
California
$15.6M -$1.26M -5,409 -8%
NFG
1494
Next Financial Group
Texas
$15.6M -$61K -263 -0.4%
SCA
1495
Spearhead Capital Advisors
Florida
$15.5M +$519K +2,239 +4%
LBA
1496
Lowell Blake & Associates
Massachusetts
$15.5M +$6.07M +26,145 +66%
CAM
1497
Cubic Asset Management
Massachusetts
$15.5M -$277K -1,195 -2%
CHC
1498
City Holding Co
West Virginia
$15.4M +$150K +648 +1%
JWM
1499
JGP Wealth Management
Oregon
$15.4M -$55.2K -238 -0.4%
PLFAM
1500
Pineno Levin & Ford Asset Management
Virginia
$15.3M +$71K +306 +0.5%

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.