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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
MSFP
1601
Mark Sheptoff Financial Planning
Connecticut
$13.2M +$41.3K +178 +0.3%
OSNBOA
1602
Old Second National Bank of Aurora
Illinois
$13.2M -$236K -1,018 -2%
NAMM
1603
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.2M +$13M +56,105 New
WFG
1604
Wills Financial Group
Virginia
$13.2M +$21.8K +94 +0.2%
SAM
1605
Strategy Asset Managers
California
$13.2M -$371K -1,598 -3%
JAM
1606
JCIC Asset Management
Ontario, Canada
$13.2M +$507K +2,187 +4%
SAM
1607
Soditic Asset Management
United Kingdom
$13.2M +$6.57M +28,310 +103%
FMWA
1608
Forvis Mazars Wealth Advisors
Missouri
$13.1M -$5.58M -24,069 -30%
OPTFSNA
1609
Old Point Trust & Financial Services N A
Virginia
$13.1M -$223K -960 -2%
SBIA
1610
Sheaff Brock Investment Advisors
Indiana
$13.1M -$319K -1,373 -2%
MC
1611
Muhlenkamp & Co
Pennsylvania
$13.1M +$1.39K +6 +0%
SIC
1612
Sigma Investment Counselors
Michigan
$13.1M -$640K -2,760 -5%
SMFG
1613
Sumitomo Mitsui Financial Group
Japan
$13.1M -$1.63M -7,045 -11%
UC
1614
Unio Capital
New Jersey
$13.1M -$867K -3,738 -6%
RGC
1615
Roberts, Glore & Co
Illinois
$13.1M -$563K -2,428 -4%
NC
1616
NBW Capital
Massachusetts
$13.1M -$247K -1,064 -2%
RIA
1617
RPG Investment Advisory
California
$13.1M -$346K -1,491 -3%
CICI
1618
Capital Investment Counsel Inc
North Carolina
$13M +$444K +1,912 +4%
FIB
1619
First Interstate Bancsystem
Montana
$13M +$12.8M +55,277 New
NNP
1620
Nachman Norwood & Parrott
South Carolina
$13M -$14.8K -64 -0.1%
SF
1621
Symphony Financial
Texas
$13M +$1.06M +4,556 +10%
PHK
1622
Point72 Hong Kong
Hong Kong
$13M -$2.32M -10,001 -15%
AAF
1623
Andra AP-fonden
Sweden
$13M -$673K -2,900 -5%
RC
1624
RBF Capital
California
$13M
AFM
1625
Andesa Financial Management
Pennsylvania
$13M +$5.51M +23,731 +76%

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.