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
WWM
1651
Western Wealth Management
Colorado
$12.6M +$547K +2,357 +5%
BCM
1652
Brookstone Capital Management
Illinois
$12.6M +$1.07M +4,603 +9%
CCM
1653
Condor Capital Management
New Jersey
$12.6M +$159K +685 +1%
MWM
1654
Mattern Wealth Management
Kansas
$12.6M -$857K -3,693 -6%
SFO
1655
Stokes Family Office
Louisiana
$12.6M +$676K +2,912 +6%
TPWA
1656
TRUE Private Wealth Advisors
Oregon
$12.6M +$1.05M +4,536 +9%
AWA
1657
Aaron Wealth Advisors
Illinois
$12.6M +$192K +829 +2%
SI
1658
Symmetry Investments
Jersey
$12.5M +$7.49M +32,300 +155%
NAM
1659
NTV Asset Management
West Virginia
$12.5M -$57.5K -248 -0.5%
WTFG
1660
Wells Trecaso Financial Group
Ohio
$12.5M -$124K -536 -1%
BWM
1661
Bulltick Wealth Management
Florida
$12.5M +$462K +1,991 +4%
TPM
1662
Triasima Portfolio Management
Quebec, Canada
$12.5M -$90.3K -389 -0.7%
DJYG
1663
David J. Yvars Group
Florida
$12.5M +$147K +632 +1%
CFGS
1664
Concourse Financial Group Securities
Alabama
$12.5M +$707K +3,047 +6%
CRB
1665
Chad R. Baker
$12.4M
LSAG
1666
Lake Street Advisors Group
New Hampshire
$12.4M -$177K -761 -1%
LBC
1667
Lawrence B. Cohen
$12.4M -$30.9K -133 -0.3%
CCT
1668
Capital City Trust
Florida
$12.3M +$184K +795 +2%
EWM
1669
Executive Wealth Management
Michigan
$12.3M +$188K +811 +2%
SIM
1670
Stratos Investment Management
Ohio
$12.3M -$689K -2,970 -5%
AA
1671
ALPS Advisors
Colorado
$12.3M -$1.79M -7,736 -13%
SNB
1672
Security National Bank
Nebraska
$12.3M +$128K +550 +1%
BCM
1673
Bourgeon Capital Management
Connecticut
$12.3M -$3.71K -16 -0%
HAM
1674
Harber Asset Management
North Carolina
$12.3M +$12.1M +52,007 New
CBN
1675
Cadence Bank NA
Texas
$12.3M +$105K +451 +0.9%

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.