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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 %
KWA
2776
KCS Wealth Advisory
California
$3.23M +$702K +2,977 +28%
MA
2777
Modus Advisors
Minnesota
$3.23M +$118K +500 +4%
TC
2778
Truvestments Capital
Florida
$3.22M +$394K +1,672 +14%
BWM
2779
BT Wealth Management
Georgia
$3.22M -$271K -1,150 -8%
WA
2780
Wealth Architects
California
$3.21M +$173K +733 +6%
JF
2781
JSF Financial
California
$3.2M -$78.5K -333 -2%
UAM
2782
Unison Asset Management
Florida
$3.19M
CWM
2783
Centric Wealth Management
Illinois
$3.19M -$17.4K -74 -0.5%
NSB
2784
Norway Savings Bank
Maine
$3.19M +$4.01K +17 +0.1%
GCM
2785
Glynn Capital Management
California
$3.19M
SAM
2786
Summit Asset Management
Tennessee
$3.19M +$18.9K +80 +0.6%
CYG
2787
Clean Yield Group
Vermont
$3.18M -$304K -1,289 -9%
BCP
2788
Berkeley Capital Partners
Georgia
$3.18M -$5.66K -24 -0.2%
SLWS
2789
Swaine & Leidel Wealth Services
Florida
$3.18M -$14.9K -63 -0.5%
NJBEST
2790
New Jersey Better Educational Savings Trust
New Jersey
$3.17M -$1.6M -6,800 -34%
SWMG
2791
Signature Wealth Management Group
Georgia
$3.17M +$359K +1,523 +13%
WAM
2792
WNY Asset Management
New York
$3.17M +$384K +1,625 +14%
ACA
2793
Atlas Capital Advisors
Wyoming
$3.17M -$60.4K -256 -2%
BI
2794
Bramshill Investments
Florida
$3.16M
FNBOH
2795
First National Bank of Hutchinson
Kansas
$3.16M -$41.7K -177 -1%
CWP
2796
Curated Wealth Partners
California
$3.16M +$91K +386 +3%
KC
2797
Kadensa Capital
Hong Kong
$3.16M +$3.16M +13,412 New
XF
2798
XML Financial
Maryland
$3.16M +$140K +594 +5%
PH
2799
Pinnacle Holdings
Oklahoma
$3.16M -$9.67K -41 -0.3%
WCG
2800
Weaver Consulting Group
California
$3.15M +$127K +540 +4%