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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 %
OFS
2876
Orrstown Financial Services
Pennsylvania
$2.82M -$390K -1,609 -12%
SC
2877
Sierra Capital
Florida
$2.82M +$2.82M +11,945 New
BWCS
2878
Beirne Wealth Consulting Services
Connecticut
$2.81M -$3.32M -14,089 -54%
FBFS
2879
First Business Financial Services
Wisconsin
$2.81M +$220K +934 +9%
LIG
2880
Lokken Investment Group
Delaware
$2.8M -$119K -504 -4%
BSAM
2881
Blue Square Asset Management
New York
$2.8M +$133K +563 +5%
RIM
2882
Rockbridge Investment Management
New York
$2.8M -$775K -3,286 -22%
CP
2883
Covenant Partners
Tennessee
$2.78M -$770K -3,267 -22%
LDFR
2884
Lehman & Derafelo Financial Resources
Pennsylvania
$2.78M +$10.1K +43 +0.4%
VIA
2885
Vantis Investment Advisers
Florida
$2.78M +$2.78M +11,800 New
W
2886
WealthOne
New York
$2.78M +$365K +1,549 +15%
CAM
2887
Cacti Asset Management
Georgia
$2.77M +$13K +55 +0.5%
RG
2888
Retirement Group
California
$2.77M +$261K +1,107 +10%
EHWM
2889
Eads & Heald Wealth Management
Georgia
$2.77M -$117K -496 -4%
ACM
2890
Ativo Capital Management
Illinois
$2.76M -$236 -1 -0%
PTC
2891
Provident Trust Company
Wisconsin
$2.76M +$149K +634 +6%
GWM
2892
Gitterman Wealth Management
New Jersey
$2.76M +$2.76M +11,707 New
PBO
2893
Peoples Bank (Ohio)
Ohio
$2.75M +$236 +1 +0%
IF
2894
Ironwood Financial
Arizona
$2.75M +$132K +561 +5%
PPP
2895
Private Portfolio Partners
New Jersey
$2.75M +$45.7K +194 +2%
WPA
2896
West Paces Advisors
Georgia
$2.74M +$142K +604 +5%
WCAMG
2897
Woodard & Company Asset Management Group
North Carolina
$2.73M -$108K -459 -4%
GWM
2898
Gray Wealth Management
Maine
$2.73M +$40.1K +170 +1%
T
2899
TRUADVICE
Florida
$2.73M -$1.24M -4,906 -31%
GCA
2900
Gradient Capital Advisors
California
$2.73M +$53.5K +227 +2%