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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
TSWM
2001
Triangle Securities Wealth Management
North Carolina
$8.3M +$226K +974 +3%
GAG
2002
GM Advisory Group
New York
$8.28M -$175K -755 -2%
AIA
2003
Affinity Investment Advisors
California
$8.28M -$255K -1,099 -3%
HCA
2004
Horan Capital Advisors
Ohio
$8.27M +$153K +661 +2%
SIA
2005
Soltis Investment Advisors
Utah
$8.26M +$2.25M +9,693 +38%
LA
2006
LVW Advisors
New York
$8.25M +$110K +475 +1%
HCA
2007
Harbour Capital Advisors
Virginia
$8.23M +$515K +2,218 +7%
CWG
2008
Cornerstone Wealth Group
North Carolina
$8.2M -$773K -3,333 -10%
ARMT
2009
Amica Retiree Medical Trust
Rhode Island
$8.19M -$346K -1,490 -4%
BMWM
2010
Brown Miller Wealth Management
Virginia
$8.19M +$147K +635 +2%
LAIC
2011
Lederer & Associates Investment Counsel
California
$8.16M -$191K -824 -2%
FPTW
2012
Franklin, Parlapiano, Turner & Welch
Texas
$8.15M -$45K -194 -0.6%
MW
2013
Marcum Wealth
Ohio
$8.14M +$3.24M +13,959 +68%
UCI
2014
Uncommon Cents Investing
Wisconsin
$8.14M -$1M -4,320 -11%
GWCM
2015
Godshalk Welsh Capital Management
Pennsylvania
$8.12M -$116K -500 -1%
Simplex Trading
2016
Simplex Trading
Illinois
$8.1M +$7.96M +34,291 +68,582%
SC
2017
Sawyer & Company
Massachusetts
$8.08M -$285K -1,227 -3%
HW
2018
Hamilton Wealth
California
$8.08M +$257K +1,109 +3%
SC
2019
Searle & Co
Connecticut
$8.07M +$12.3K +53 +0.2%
MYIA
2020
Mount Yale Investment Advisors
Colorado
$8.07M +$2.24M +9,647 +39%
MC
2021
Miramar Capital
Illinois
$8.07M -$252K -1,088 -3%
BCA
2022
Bay Colony Advisors
Massachusetts
$8.05M +$2.62M +11,296 +49%
HBWM
2023
Hollow Brook Wealth Management
New York
$8.05M -$798K -3,439 -9%
SCM
2024
Sitrin Capital Management
California
$8.04M +$44.3K +191 +0.6%
CFG
2025
Cooper Financial Group
California
$8.04M -$1.68M -7,221 -17%

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.