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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
CFA
2351
CWS Financial Advisors
Michigan
$5.51M +$36.9K +159 +0.7%
BOS
2352
Bank of Stockton
California
$5.51M +$111K +479 +2%
TCM
2353
Teza Capital Management
Illinois
$5.51M +$3.93M +16,929 +263%
WCA
2354
Westover Capital Advisors
Delaware
$5.51M +$141K +608 +3%
SSCA
2355
South Shore Capital Advisors
Massachusetts
$5.51M -$10.4K -45 -0.2%
AF
2356
Affiance Financial
Minnesota
$5.5M -$10.7K -46 -0.2%
IAS
2357
IMA Advisory Services
Colorado
$5.5M -$106K -457 -2%
FNWM
2358
Financial Network Wealth Management
Utah
$5.5M +$2.47M +10,629 +84%
BIP
2359
Bouvel Investment Partners
Pennsylvania
$5.49M +$263K +1,134 +5%
CCP
2360
Cunning Capital Partners
North Carolina
$5.49M -$4.19M -18,060 -44%
KFI
2361
Key Financial Inc
Pennsylvania
$5.48M +$255K +1,098 +5%
FCA
2362
FinTrust Capital Advisors
South Carolina
$5.47M +$130K +560 +2%
S
2363
Surevest
California
$5.47M +$72.9K +314 +1%
BSB
2364
Bangor Savings Bank
Maine
$5.47M +$30.9K +133 +0.6%
GA
2365
Gateway Advisory
New Jersey
$5.46M -$234K -1,009 -4%
PSP
2366
Principal Street Partners
Tennessee
$5.46M +$3.18M +13,691 +145%
EAM
2367
Exane Asset Management
France
$5.44M -$258K -1,114 -5%
NPP
2368
New Potomac Partners
Maryland
$5.43M -$48.7K -210 -0.9%
PGWM
2369
Parisi Gray Wealth Management
New Jersey
$5.43M -$10.7K -46 -0.2%
LCM
2370
Leisure Capital Management
California
$5.43M -$63.8K -275 -1%
CCA
2371
Catalyst Capital Advisors
New York
$5.43M -$185K -798 -3%
TCM
2372
Telos Capital Management
California
$5.42M -$60.8K -262 -1%
OCM
2373
Olstein Capital Management
New York
$5.42M +$1.86M +8,000 +53%
FIM
2374
Fruth Investment Management
Texas
$5.42M -$34.8K -150 -0.6%
CB
2375
CNB Bank
Pennsylvania
$5.42M +$39.4K +170 +0.7%

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.