We are live on ! Find out more
MSFT icon

Microsoft

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
PCIA
1576
Prime Capital Investment Advisors
Kansas
$13.7M -$869K -3,745 -5%
SVWAG
1577
Sound View Wealth Advisors Group
Georgia
$13.7M -$48.5K -209 -0.4%
BEAM
1578
Baker Ellis Asset Management
Washington
$13.7M +$421K +1,814 +3%
MSAM
1579
Moloney Securities Asset Management
Missouri
$13.7M -$877K -3,781 -6%
CS
1580
Comerica Securities
Michigan
$13.7M +$253K +1,092 +2%
HIM
1581
Hotaling Investment Management
Pennsylvania
$13.7M +$104K +447 +0.8%
HIC
1582
Holderness Investments Company
North Carolina
$13.7M -$58.9K -254 -0.4%
CFSG
1583
Community Financial Services Group
Vermont
$13.7M -$1.14M -4,917 -8%
AIA
1584
Allied Investment Advisors
Montana
$13.6M -$264K -1,138 -2%
RIM
1585
Regent Investment Management
Kentucky
$13.6M +$128K +553 +1%
APSI
1586
Asset Planning Services Inc
Louisiana
$13.6M -$244K -1,050 -2%
BL
1587
BFSG LLC
California
$13.5M -$669K -2,883 -5%
BRM
1588
Boston Research & Management
Massachusetts
$13.5M -$210K -904 -2%
TW
1589
TrinityPoint Wealth
Connecticut
$13.5M -$69.6K -300 -0.5%
TFS
1590
Thoroughbred Financial Services
Tennessee
$13.5M +$1.2M +5,183 +10%
VW
1591
Vantage Wealth
California
$13.5M
AC
1592
Arjuna Capital
North Carolina
$13.4M +$839K +3,618 +7%
KFA
1593
Kelleher Financial Advisors
New York
$13.4M +$2.36M +10,164 +22%
B
1594
Barings
North Carolina
$13.4M -$1.02M -4,379 -7%
AAM
1595
Azzad Asset Management
Virginia
$13.4M -$698K -3,010 -5%
AC
1596
Alley Company
Illinois
$13.4M -$820K -3,533 -6%
PA
1597
Perennial Advisors
New York
$13.4M -$114K -490 -0.9%
BAM
1598
Boyar Asset Management
New York
$13.3M -$230K -993 -2%
AWM
1599
Apollon Wealth Management
South Carolina
$13.3M +$4.55M +19,589 +53%
DPIM
1600
Duff & Phelps Investment Management
Illinois
$13.3M +$539K +2,325 +4%

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.