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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 %
FMB
2601
Field & Main Bank
Kentucky
$3.99M +$66K +280 +2%
SP
2602
Successful Portfolios
Florida
$3.99M +$314K +1,331 +9%
AMG
2603
Advisors Management Group
Wisconsin
$3.99M +$3.26M +13,843 +452%
IIC
2604
Integrated Investment Consultants
Michigan
$3.98M -$231K -980 -5%
NWS
2605
Newport Wealth Strategies
California
$3.98M -$208K -883 -5%
CIA
2606
Citadel Investment Advisory
Ohio
$3.97M +$695K +2,946 +21%
RF
2607
Robbins Farley
New Hampshire
$3.97M -$210K -850 -5%
LFA
2608
Legacy Financial Advisors
Kentucky
$3.97M +$307K +1,302 +8%
TF
2609
Trek Financial
Arizona
$3.96M +$681K +2,887 +21%
WDG
2610
Wealth Dimensions Group
Ohio
$3.96M +$149K +634 +4%
RS
2611
Retirement Solution
Washington
$3.95M +$180K +762 +5%
RCM
2612
RB Capital Management
Nevada
$3.95M +$108K +458 +3%
RCA
2613
Resonant Capital Advisors
Wisconsin
$3.95M -$103K -435 -3%
FC
2614
Forte Capital
New York
$3.93M -$8.96K -38 -0.2%
CWP
2615
Concord Wealth Partners
Virginia
$3.93M +$617K +2,617 +19%
ATIA
2616
American Trust Investment Advisors
New Hampshire
$3.92M -$1.81M -7,672 -32%
CFO
2617
Collective Family Office
Pennsylvania
$3.92M +$13.9K +59 +0.4%
CIP
2618
Capital Insight Partners
Arizona
$3.92M -$72.1K -306 -2%
GSWM
2619
Golden State Wealth Management
California
$3.92M -$1.74M -7,390 -31%
MCIA
2620
Mountain Capital Investment Advisors
Colorado
$3.91M +$269K +1,039 +7%
NIM
2621
NXG Investment Management
Texas
$3.91M -$51.9K -220 -1%
LA
2622
Legacy Advisors
Pennsylvania
$3.91M +$236 +1 +0%
CBT
2623
CoreFirst Bank & Trust
Kansas
$3.91M -$1.65K -7 -0%
GLLW
2624
Graves Light Lenhart Wealth
Virginia
$3.9M +$21.5K +91 +0.6%
SJL
2625
Shayne & Jacobs LLC
Tennessee
$3.9M