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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 %
SWP
2701
Strategic Wealth Partners
Ohio
$3.6M -$308K -1,306 -8%
TWI
2702
Thomas White International
Illinois
$3.6M -$1.14M -4,848 -24%
I
2703
INVST
Indiana
$3.6M +$172K +682 +5%
BZWA
2704
Blue Zone Wealth Advisors
California
$3.57M -$346K -1,467 -9%
FG
2705
Foster Group
Iowa
$3.57M +$174K +738 +5%
RWM
2706
RBA Wealth Management
California
$3.56M +$10.6K +45 +0.3%
DFG
2707
Demars Financial Group
Washington
$3.56M -$205K -870 -5%
DI
2708
DFPG Investments
Utah
$3.56M -$689K -2,765 -16%
AWM
2709
Aberdeen Wealth Management
Illinois
$3.56M -$436K -1,848 -11%
MAM
2710
McLean Asset Management
Virginia
$3.55M +$41.4K +158 +1%
SAM
2711
Secure Asset Management
Michigan
$3.55M -$61.3K -260 -2%
UFG
2712
United Fire Group
Iowa
$3.54M
CBFP
2713
Cedar Brook Financial Partners
Ohio
$3.53M -$432K -1,832 -11%
AWA
2714
Acorn Wealth Advisors
Michigan
$3.53M +$36.5K +155 +1%
RCM
2715
Regency Capital Management
Hawaii
$3.52M +$3.52M +14,939 New
MPIA
2716
Mountain Pacific Investment Advisers
Idaho
$3.52M -$57.1K -242 -2%
FP
2717
Fiduciary Planning
Florida
$3.52M +$512K +2,171 +17%
TSS
2718
Two Sigma Securities
New York
$3.52M +$3.52M +14,913 New
IIA
2719
ICW Investment Advisors
Arizona
$3.51M -$28.8K -122 -0.8%
MFG
2720
Monte Financial Group
Connecticut
$3.49M -$537K -2,278 -13%
TC
2721
Trust Company
Kansas
$3.49M +$494K +2,094 +16%
SMH
2722
Sanders Morris Harris
Texas
$3.46M +$274K +1,121 +9%
AA
2723
Argent Advisors
Louisiana
$3.43M -$450K -1,909 -12%
SIGI
2724
Susquehanna International Group (Ireland)
Ireland
$3.42M +$2.35M +9,970 +219%
BDFN
2725
Bond & Devick Financial Network
Minnesota
$3.42M +$72.8K +309 +2%