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
TAMH
1926
Taikang Asset Management (HK)
Hong Kong
$8.98M
XI
1927
XXEC Inc
Oklahoma
$8.97M +$6.03K +26 +0.1%
BRCM
1928
Bright Rock Capital Management
Massachusetts
$8.96M
BC
1929
Brookfield Corp
Ontario, Canada
$8.96M +$3.48M +15,000 +65%
CIM
1930
Contravisory Investment Management
Massachusetts
$8.95M -$1.02M -4,400 -10%
EBT
1931
Enterprise Bank & Trust
Massachusetts
$8.94M +$39K +168 +0.4%
NME
1932
Notis-McConarty Edward
$8.94M -$111K -478 -1%
WPIC
1933
White Pine Investment Company
Michigan
$8.92M -$65.9K -284 -0.7%
NGM
1934
North Growth Management
British Columbia, Canada
$8.9M
JSC
1935
Jackson Square Capital
California
$8.89M -$1.12M -4,811 -11%
CG
1936
CFO4Life Group
Texas
$8.89M -$30.6K -132 -0.3%
CRM
1937
Cramer Rosenthal McGlynn
Connecticut
$8.89M -$615K -2,650 -7%
AWP
1938
Ascent Wealth Partners
New York
$8.88M +$81.7K +352 +0.9%
AWS
1939
AJ Wealth Strategies
New York
$8.87M -$43.6K -188 -0.5%
KP
1940
Keel Point
Alabama
$8.82M -$102K -439 -1%
PHS
1941
Pekin Hardy Strauss
Illinois
$8.82M +$192K +828 +2%
LOIM
1942
Liberty One Investment Management
Illinois
$8.82M +$6.78M +29,233 +358%
22CM
1943
20/20 Capital Management
California
$8.81M +$38.5K +166 +0.4%
MC
1944
Martin & Co
Tennessee
$8.79M -$248K -1,069 -3%
HIP
1945
Harrell Investment Partners
Texas
$8.78M +$169K +728 +2%
LHC
1946
Little House Capital
Massachusetts
$8.78M +$1.71M +7,371 +25%
QT
1947
Quantbot Technologies
New York
$8.78M +$4.45M +19,173 +106%
OC
1948
Oarsman Capital
Wisconsin
$8.78M -$584K -2,518 -6%
SCA
1949
Sage Capital Advisors
South Dakota
$8.76M -$14.8K -64 -0.2%
NAMP
1950
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.75M -$576K -2,481 -6%

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.