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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
SFI
2076
SPC Financial Inc
Maryland
$7.62M +$489K +2,107 +7%
PKC
2077
Palmer Knight Company
Florida
$7.61M +$2.24M +9,655 +43%
CFMC
2078
Curbstone Financial Management Corp
New Hampshire
$7.59M -$469K -2,020 -6%
TA
2079
TFG Advisers
Michigan
$7.58M +$105K +453 +1%
GAM
2080
GVO Asset Management
Switzerland
$7.57M +$347K +1,496 +5%
CAS
2081
Cascadia Advisory Services
Oregon
$7.57M +$7.45M +32,116 New
Members Trust
2082
Members Trust
Florida
$7.56M -$399K -1,721 -5%
MMM
2083
Mendel Money Management
Illinois
$7.55M -$426K -1,838 -5%
CG
2084
Cutler Group
California
$7.55M +$2.21M +9,520 +42%
SIA
2085
SeaBridge Investment Advisors
New Jersey
$7.54M +$53.4K +230 +0.7%
GBT
2086
Grove Bank & Trust
Florida
$7.53M -$3.48K -15 -0%
BC
2087
Breakline Capital
New York
$7.53M -$182K -783 -2%
BKA
2088
Brick & Kyle Associates
Pennsylvania
$7.53M -$78.4K -338 -1%
CHA
2089
Carmichael Hill & Associates
Maryland
$7.53M -$11.4K -49 -0.2%
CA
2090
Cornerstone Advisory
Maryland
$7.53M +$244K +1,050 +3%
HCM
2091
Hillman Capital Management
Maryland
$7.52M +$412K +1,775 +6%
AIA
2092
Angeles Investment Advisors
California
$7.51M +$45.2K +195 +0.6%
AI
2093
AXS Investments
New York
$7.5M +$7.38M +31,802 New
GA
2094
GFS Advisors
Texas
$7.49M -$388K -1,673 -5%
HFS
2095
HBC Financial Services
Washington
$7.47M +$701K +3,021 +12%
SFP
2096
Sandbox Financial Partners
Maryland
$7.46M +$519K +2,237 +8%
GFG
2097
Greystone Financial Group
Michigan
$7.45M -$1.23M -5,300 -15%
LPIC
2098
LeJeune Puetz Investment Counsel
Michigan
$7.44M +$336K +1,450 +5%
FMT
2099
First Mercantile Trust
Tennessee
$7.43M -$349K -1,506 -5%
CAAS
2100
Capital Asset Advisory Services
Michigan
$7.41M +$650K +2,801 +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.