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Microsoft

3,978 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, 1,834 increasing their positions, 1,728 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,978
Holders Change
+20
Holders Change %
+0.51%
% of All Funds
70.05%
Holding in Top 10
2,065
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+0.83%
% of All Funds
36.36%
New
161
Increased
1,834
Reduced
1,728
Closed
94
Calls
$20.6B
Puts
$21.9B
Net Calls
-$1.29B
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
2501
First Command Financial Services
Texas
$4.56M +$214K +906 +5%
FCB
2502
First Command Bank
Texas
$4.56M +$214K +906 +5%
MFG
2503
Merit Financial Group
Georgia
$4.56M +$97.1K +412 +2%
UBG
2504
United Bank (Georgia)
Georgia
$4.55M -$123K -523 -3%
VR
2505
Viridian RIA
Washington
$4.55M -$4.25M -19,126 Closed
SW
2506
StrongBox Wealth
Missouri
$4.55M +$69.3K +294 +2%
MA
2507
MONECO Advisors
Connecticut
$4.54M +$337K +1,428 +8%
GCM
2508
Geneva Capital Management
Wisconsin
$4.54M -$42.9K -182 -0.9%
RFN
2509
RDA Financial Network
Iowa
$4.52M +$124K +527 +3%
KL
2510
KWMG LLC
Kansas
$4.51M +$128K +543 +3%
WAOTB
2511
Wealth Advisors of Tampa Bay
Florida
$4.5M -$17.7K -75 -0.4%
PFA
2512
Pure Financial Advisors
California
$4.5M +$1.33M +5,645 +42%
BCM
2513
Breiter Capital Management
Florida
$4.49M +$48.8K +207 +1%
WA
2514
Wambolt & Associates
Colorado
$4.49M +$442K +1,822 +11%
LCM
2515
LCM Capital Management
Illinois
$4.49M -$172K -731 -4%
WMA
2516
Wealth Management Associates
New Jersey
$4.48M +$37.5K +159 +0.8%
AI
2517
Accredited Investors
Minnesota
$4.48M -$82.8K -351 -2%
ANB
2518
Amarillo National Bank
Texas
$4.48M
FSA
2519
Financial Sense Advisors
California
$4.48M +$46.2K +196 +1%
IIM
2520
InTrack Investment Management
Vermont
$4.47M -$321K -1,361 -7%
PAM
2521
Peninsula Asset Management
Florida
$4.47M -$112K -474 -2%
FWM
2522
Fairhaven Wealth Management
Illinois
$4.47M +$513K +2,176 +13%
TBNY
2523
Trustco Bank (New York)
New York
$4.47M -$87.2K -370 -2%
QPWM
2524
Quadrant Private Wealth Management
Pennsylvania
$4.46M -$211K -897 -5%
CIA
2525
Cohen Investment Advisors
New Hampshire
$4.45M +$78.4K +335 +2%