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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
BWAM
1726
Boyd Watterson Asset Management
Ohio
$11.6M -$303K -1,306 -3%
SIP
1727
Stoneridge Investment Partners
Pennsylvania
$11.6M +$418K +1,800 +4%
CPA
1728
Capital Planning Advisors
California
$11.5M -$1.35M -5,826 -11%
ERWM
1729
Elk River Wealth Management
Colorado
$11.5M +$751K +3,237 +7%
OC
1730
Oakworth Capital
Alabama
$11.5M +$27.6K +119 +0.2%
HCM
1731
Hodges Capital Management
Texas
$11.5M -$181K -781 -2%
MBT
1732
Montecito Bank & Trust
California
$11.4M +$155K +666 +1%
TCM
1733
Trybe Capital Management
Connecticut
$11.4M +$3.44M +14,824 +44%
AMM
1734
American Money Management
California
$11.4M +$73.3K +316 +0.7%
SEIA
1735
Signature Estate & Investment Advisors
California
$11.4M +$832K +3,586 +8%
RCP
1736
Rothschild Capital Partners
New York
$11.4M -$6.03K -26 -0.1%
SAM
1737
Shikiar Asset Management
New York
$11.4M +$179K +773 +2%
TWM
1738
TLW Wealth Management
Florida
$11.3M +$58.7K +253 +0.5%
ASA
1739
Armstrong Shaw Associates
Connecticut
$11.3M -$256K -1,105 -2%
TWMP
1740
Taylor Wealth Management Partners
Massachusetts
$11.3M -$3.92M -16,915 -26%
PP
1741
Professional Planning
California
$11.3M -$1.81M -7,813 -14%
BRWM
1742
B. Riley Wealth Management
Tennessee
$11.3M +$81.2K +350 +0.7%
FI
1743
Fosun International
China
$11.3M -$497K -2,142 -4%
BFPW
1744
BOK Financial Private Wealth
Colorado
$11.3M -$1.19M -5,142 -10%
FM
1745
Family Management
New York
$11.2M +$373K +1,608 +3%
HWA
1746
HCR Wealth Advisors
California
$11.2M -$3.29M -14,192 -23%
BCM
1747
Barometer Capital Management
Ontario, Canada
$11.2M +$4.35M +18,742 +65%
RGI
1748
River Global Investors
United Kingdom
$11.2M -$1.93M -8,322 -15%
IP
1749
Isthmus Partners
Wisconsin
$11.2M -$230K -993 -2%
SMG
1750
Spectrum Management Group
Indiana
$11.2M -$1M -4,310 -8%

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.