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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
CT
1876
Clearstead Trust
Maine
$9.5M -$1.38M -5,935 -13%
MCM
1877
Mattern Capital Management
Colorado
$9.49M -$291K -1,255 -3%
RIA
1878
Realta Investment Advisors
Delaware
$9.48M +$1.15M +4,950 +14%
SAM
1879
Smithbridge Asset Management
Pennsylvania
$9.47M -$180K -775 -2%
CWC
1880
Carolinas Wealth Consulting
North Carolina
$9.46M +$2.43M +10,477 +35%
W
1881
WealthStone
Ohio
$9.46M +$875K +3,770 +10%
VCM
1882
Virtue Capital Management
Tennessee
$9.46M -$191K -822 -2%
BFIC
1883
Bedell Frazier Investment Counselling
California
$9.45M +$41.8K +180 +0.5%
PI
1884
Pennant Investors
New Jersey
$9.43M +$348K +1,500 +4%
CCM
1885
Corsair Capital Management
New York
$9.43M -$220K -947 -2%
CWM
1886
Chesapeake Wealth Management
Virginia
$9.43M -$79.8K -344 -0.9%
CCC
1887
Chelsea Counsel Company
California
$9.42M -$56.8K -245 -0.6%
MFA
1888
Mayflower Financial Advisors
Massachusetts
$9.4M +$476K +2,052 +5%
GEM
1889
Global Endowment Management
North Carolina
$9.4M +$1.9M +8,177 +26%
FANJ
1890
Financial Architects (New Jersey)
New Jersey
$9.39M -$354K -1,527 -4%
WA
1891
Wealth Advisors
California
$9.38M +$1.83M +7,876 +28%
JWM
1892
Jupiter Wealth Management
Colorado
$9.34M +$200K +860 +2%
JGUA
1893
John G. Ullman & Associates
New York
$9.34M -$168K -725 -2%
AWA
1894
Arkadios Wealth Advisors
Georgia
$9.34M +$887K +3,822 +11%
TC
1895
Tairen Capital
Hong Kong
$9.32M +$9.17M +39,516 New
AWM
1896
Aries Wealth Management
Maine
$9.27M +$268K +1,156 +3%
OIM
1897
Orca Investment Management
Oregon
$9.27M -$171K -738 -2%
KHLMTHM
1898
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.25M
SLG
1899
Stanley-Laman Group
Pennsylvania
$9.25M +$449K +1,936 +5%
OIA
1900
Optimum Investment Advisors
Illinois
$9.24M -$139K -597 -2%

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.