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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
PFSC
1976
Peoples Financial Services Corp
Pennsylvania
$8.51M -$229K -985 -3%
CL
1977
Choreo LLC
Illinois
$8.49M -$242K -1,044 -3%
RBFC
1978
Roman Butler Fullerton & Co
Missouri
$8.49M +$112K +482 +1%
DMC
1979
Drexel Morgan & Co
Pennsylvania
$8.46M +$97K +418 +1%
SAM
1980
Selway Asset Management
$8.46M -$115K -495 -1%
RFM
1981
Royal Fund Management
Florida
$8.46M +$789K +3,399 +10%
LCP
1982
Legacy Capital Partners
Wisconsin
$8.45M +$17.4K +75 +0.2%
MCM
1983
McMillion Capital Management
North Carolina
$8.45M +$46.4K +200 +0.6%
COI
1984
Connable Office Inc
Michigan
$8.45M -$1.1M -4,756 -12%
CAG
1985
Csenge Advisory Group
Florida
$8.44M +$282K +1,217 +4%
4WM
1986
44 Wealth Management
Oregon
$8.44M +$252K +1,088 +3%
GSEP
1987
Golden State Equity Partners
California
$8.4M +$684K +2,948 +9%
JAG
1988
Journey Advisory Group
Kentucky
$8.4M +$995K +4,288 +14%
STB
1989
S&T Bank
Pennsylvania
$8.39M -$385K -1,659 -4%
EWA
1990
Encompass Wealth Advisors
Oregon
$8.39M -$369K -1,589 -4%
DSA
1991
Droms Strauss Advisors
Missouri
$8.38M +$29.9K +129 +0.4%
BCM
1992
Beck Capital Management
Texas
$8.37M -$2.99M -12,900 -27%
VCA
1993
Verdence Capital Advisors
Maryland
$8.35M +$357K +1,540 +5%
MC
1994
MRJ Capital
New York
$8.34M -$11.6K -50 -0.1%
FRA
1995
Front Row Advisors
California
$8.34M +$71.5K +308 +0.9%
TCM
1996
Traynor Capital Management
Pennsylvania
$8.33M +$523K +2,255 +7%
VBFG
1997
Vishria Bird Financial Group
Tennessee
$8.33M +$141K +606 +2%
BCM
1998
Blume Capital Management
California
$8.31M +$42.9K +185 +0.5%
AWM
1999
Aevitas Wealth Management
Massachusetts
$8.3M +$134K +579 +2%
PWPS
2000
Pinnacle Wealth Planning Services
Ohio
$8.3M +$736K +3,171 +10%

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.