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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
SWM
1526
Soundmark Wealth Management
Washington
$14.9M -$290K -1,249 -2%
RWA
1527
River Wealth Advisors
Pennsylvania
$14.9M +$492K +2,120 +3%
PIM
1528
Parker Investment Management
California
$14.9M -$461K -1,988 -3%
ACM
1529
Allred Capital Management
Texas
$14.9M +$27.6K +119 +0.2%
FDCC
1530
Foster Dykema Cabot & Co
Massachusetts
$14.8M -$101K -435 -0.7%
TCA
1531
Transcend Capital Advisors
New Jersey
$14.8M +$736K +3,172 +5%
RWM
1532
RKL Wealth Management
Pennsylvania
$14.8M -$667K -2,876 -4%
KA
1533
Kovack Advisors
Florida
$14.8M +$1.18M +5,089 +9%
FMTC
1534
Farmers & Merchants Trust Company
California
$14.8M +$351K +1,513 +2%
MAM
1535
Morse Asset Management
Connecticut
$14.7M +$70.8K +305 +0.5%
NEAM
1536
New England Asset Management
Connecticut
$14.6M -$1.29M -5,546 -8%
BFA
1537
Benedict Financial Advisors
Georgia
$14.6M -$375K -1,615 -3%
LBD
1538
Landsberg Bennett & Dubbaneh
Florida
$14.6M -$449K -1,935 -3%
WIC
1539
Woodmont Investment Counsel
Tennessee
$14.5M -$9.51K -41 -0.1%
HC
1540
Hendley & Co
Ohio
$14.5M -$77.7K -335 -0.5%
CCM
1541
Crossvault Capital Management
Texas
$14.4M -$781K -3,364 -5%
UHC
1542
Union Heritage Capital
Michigan
$14.4M +$14.2M +61,120 New
TA
1543
TruWealth Advisors
Louisiana
$14.4M +$825K +3,554 +6%
TAM
1544
Trust Asset Management
Texas
$14.4M +$2.51M +10,809 +22%
PAIM
1545
Punch & Associates Investment Management
Minnesota
$14.4M +$321K +1,383 +2%
BB
1546
Berkshire Bank
Massachusetts
$14.4M -$470K -2,025 -3%
EFS
1547
Essex Financial Services
Connecticut
$14.3M +$239K +1,032 +2%
ANRIA
1548
American National Registered Investment Advisor
Texas
$14.3M -$32.5K -140 -0.2%
DSC
1549
Duncker Streett & Co
Missouri
$14.3M -$799K -3,442 -5%
AIM
1550
Arcadia Investment Management
Michigan
$14.3M -$87.9K -379 -0.6%

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.