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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 %
KLCM
2726
KG&L Capital Management
Louisiana
$3.41M +$168K +711 +5%
PWA
2727
Physician Wealth Advisors
Utah
$3.4M +$249 +1 +0%
NCM
2728
New Capital Management
Texas
$3.4M -$38.9K -165 -1%
CCM
2729
Copeland Capital Management
Pennsylvania
$3.39M -$137K -582 -4%
6F
2730
626 Financial
Michigan
$3.39M +$3.39M +10,993 New
HWM
2731
Hemington Wealth Management
Virginia
$3.39M +$357K +1,512 +12%
ATWA
2732
Arbor Trust Wealth Advisors
Michigan
$3.39M -$78.6K -333 -2%
PMA
2733
Prudent Man Advisors
Illinois
$3.38M +$26.2K +111 +0.8%
IBOK
2734
Independence Bank of Kentucky
Kentucky
$3.38M +$251K +1,065 +8%
HR
2735
Hayden Royal
North Carolina
$3.37M -$65.8K -279 -2%
GBA
2736
Garrison Bradford & Associates
New York
$3.37M +$507K +2,150 +18%
RIM
2737
Redwood Investment Management
Arizona
$3.37M +$944K +4,004 +39%
AFG
2738
Allegheny Financial Group
Pennsylvania
$3.36M -$36.8K -156 -1%
SEC
2739
Seven Eight Capital
New York
$3.36M
WA
2740
Waverly Advisors
Alabama
$3.36M +$342K +1,386 +11%
PK
2741
Pflug Koory
Nebraska
$3.35M -$11.8K -50 -0.4%
CAN
2742
Claraphi Advisory Network
United States
$3.34M -$1.16M -4,914 -26%
AIM
2743
Acropolis Investment Management
Missouri
$3.34M +$187K +792 +6%
AA
2744
Apriem Advisors
California
$3.34M +$1.52M +6,462 +84%
AC
2745
Amitell Capital
Singapore
$3.34M +$129K +546 +4%
RCS
2746
Retirement Capital Strategies
California
$3.33M -$669K -2,839 -17%
BIA
2747
Bigelow Investment Advisors
Maine
$3.32M -$205K -868 -6%
EVC
2748
Eidelman Virant Capital
Missouri
$3.32M -$725K -3,000 -18%
LF
2749
LifeSteps Financial
California
$3.32M +$282K +1,198 +9%
NERM
2750
New England Research & Management
Illinois
$3.31M +$141K +600 +4%