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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
SEEDPG
2451
S.E.E.D. Planning Group
New York
$4.93M -$1.67M -7,192 -26%
JGIA
2452
Jackson Grant Investment Advisers
Connecticut
$4.93M +$221K +952 +5%
WBG
2453
Wharton Business Group
Pennsylvania
$4.93M +$247K +1,065 +5%
TWM
2454
Tradition Wealth Management
Minnesota
$4.93M -$12.8K -55 -0.3%
KOMWMG
2455
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.92M -$95.1K -410 -2%
LS
2456
Leelyn Smith
Illinois
$4.9M +$39.4K +170 +0.8%
CRWM
2457
Castle Rock Wealth Management
California
$4.89M +$439K +1,892 +11%
CG
2458
Clarus Group
Texas
$4.89M -$86.5K -373 -2%
ECM
2459
Elgethun Capital Management
South Dakota
$4.87M -$39K -168 -0.8%
CHP
2460
Cable Hill Partners
Oregon
$4.87M -$153K -661 -3%
C
2461
Certuity
Florida
$4.86M +$261K +1,125 +6%
KIC
2462
Kensington Investment Counsel
California
$4.86M +$170K +734 +4%
SRSA
2463
S.R. Schill & Associates
Washington
$4.85M +$215K +928 +5%
MA
2464
MCF Advisors
Kentucky
$4.85M -$72.6K -313 -1%
FUBT
2465
First United Bank & Trust
Maryland
$4.83M +$54.8K +236 +1%
CWM
2466
Connecticut Wealth Management
Connecticut
$4.83M +$20.2K +87 +0.4%
AW
2467
Alaethes Wealth
Nevada
$4.83M +$4.75M +20,476 New
GCM
2468
Glaxis Capital Management
Florida
$4.82M -$2.6M -11,210 -35%
CCA
2469
Childress Capital Advisors
Texas
$4.82M +$1.84M +7,931 +63%
PI
2470
Parkside Investments
Illinois
$4.81M -$233K -1,006 -5%
LTI
2471
Laffer Tengler Investments
Tennessee
$4.81M +$633K +2,728 +15%
FWP
2472
FAS Wealth Partners
Kansas
$4.8M +$146K +629 +3%
ACP
2473
Aviance Capital Partners
Florida
$4.8M -$252K -1,088 -5%
BOPW
2474
Brandywine Oak Private Wealth
Pennsylvania
$4.79M -$117K -505 -2%
MIM
2475
Moseley Investment Management
Florida
$4.78M +$196K +846 +4%

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.