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
NFG
2201
Nadler Financial Group
Illinois
$6.57M +$56.6K +244 +0.9%
SIAG
2202
Signet Investment Advisory Group
Rhode Island
$6.56M -$139K -601 -2%
CAM
2203
Costello Asset Management
Pennsylvania
$6.54M +$102K +438 +2%
SFA
2204
Stewardship Financial Advisors
Georgia
$6.51M -$356K -1,533 -5%
GAM
2205
Geier Asset Management
Maryland
$6.5M +$46.4K +200 +0.8%
BCM
2206
Bluefin Capital Management
New York
$6.5M -$1.61M -6,919 -20%
ISWM
2207
Independent Solutions Wealth Management
New York
$6.45M -$51.3K -221 -0.8%
AI
2208
Aperture Investors
New York
$6.45M +$1.64M +7,070 +35%
AIM
2209
Aspen Investment Management
Michigan
$6.44M -$229K -987 -3%
RA
2210
RFG Advisory
Alabama
$6.43M -$51.5K -222 -0.8%
HIS
2211
Horizon Investment Services
Indiana
$6.43M -$26.9K -116 -0.4%
PMFA
2212
Plante Moran Financial Advisors
Michigan
$6.42M -$552K -2,381 -8%
BHA
2213
Beech Hill Advisors
New York
$6.41M -$26.4K -114 -0.4%
PA
2214
Procyon Advisors
Connecticut
$6.4M +$412K +1,775 +7%
Barrow, Hanley, Mewhinney & Strauss
2215
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.4M -$1.13M -4,868 -15%
RPWA
2216
Regent Peak Wealth Advisors
Georgia
$6.4M +$240K +1,034 +4%
HIM
2217
Herald Investment Management
United Kingdom
$6.4M
PA
2218
Probity Advisors
Texas
$6.39M +$6.29M +27,122 New
CP
2219
Corbenic Partners
Pennsylvania
$6.39M +$921K +3,970 +17%
CCG
2220
Chatham Capital Group
Georgia
$6.39M +$115K +497 +2%
PCM
2221
Poehling Capital Management
Wisconsin
$6.38M -$121K -520 -2%
IP
2222
Intellectus Partners
California
$6.38M +$119K +513 +2%
ZCA
2223
Zeke Capital Advisors
Pennsylvania
$6.38M -$1.76M -7,607 -22%
VCP
2224
Vista Capital Partners
Oregon
$6.38M +$1.14M +4,931 +22%
SA
2225
SRN Advisors
Pennsylvania
$6.37M +$1.13M +4,885 +22%

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.