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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
HVP
2426
Hudson Value Partners
Florida
$5.08M +$27.6K +119 +0.6%
IFAM
2427
Institutional & Family Asset Management
Colorado
$5.08M -$35.5K -153 -0.7%
AAA
2428
Adams Asset Advisors
Texas
$5.07M -$272K -1,172 -5%
HCCM
2429
Hudson Canyon Capital Management
New York
$5.07M -$226K -973 -4%
CST
2430
Charles Schwab Trust
Nevada
$5.07M -$700K -3,017 -13%
DIS
2431
Diversified Investment Strategies
Louisiana
$5.05M -$794K -3,420 -14%
KMWM
2432
Keudell/Morrison Wealth Management
Oregon
$5.05M +$27.8K +120 +0.6%
BEC
2433
Blue Edge Capital
Virginia
$5.05M +$70.8K +305 +1%
USAA
2434
United Services Automobile Association
Texas
$5.04M -$13.1M -56,654 -73%
DIM
2435
Delta Investment Management
California
$5.04M -$309K -1,332 -6%
BCM
2436
Brooktree Capital Management
Michigan
$5.04M -$233K -1,004 -4%
SNBOSCI
2437
Security National Bank of Sioux City Iowa
Iowa
$5.03M -$128K -551 -3%
PWA
2438
Phoenix Wealth Advisors
North Carolina
$5.03M -$15.5K -67 -0.3%
FPB
2439
First PREMIER Bank
South Dakota
$5.02M +$83.5K +360 +2%
SWM
2440
Sculati Wealth Management
Michigan
$5.01M -$387K -1,669 -7%
PFGIA
2441
Patriot Financial Group Insurance Agency
Massachusetts
$5.01M -$257K -1,109 -5%
PP
2442
Prospector Partners
Connecticut
$5M -$673K -2,900 -12%
SAMC
2443
Spectrum Asset Management (California)
California
$5M +$320K +1,379 +7%
FMTCOCP
2444
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5M -$636K -2,739 -11%
SAM
2445
S.A. Mason
Michigan
$4.99M -$8.12K -35 -0.2%
BBP
2446
Banco BTG Pactual
Brazil
$4.98M +$4.52M +19,490 +1,202%
LM
2447
Lincluden Management
Ontario, Canada
$4.97M -$1.65M -7,120 -25%
FA
2448
Financial Advisors
Massachusetts
$4.96M +$106K +459 +2%
CMANY
2449
Capital Management Associates (New York)
New York
$4.95M -$405K -1,747 -8%
PA
2450
Proem Advisors
Texas
$4.95M

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.