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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 %
FRA
2951
Frank Rimerman Advisors
California
$2.53M -$330K -1,400 -12%
LRIA
2952
Leonard Rickey Investment Advisors
Washington
$2.53M -$50.4K -214 -2%
PHAM
2953
Palisades Hudson Asset Management
Florida
$2.52M -$87K -369 -3%
LWA
2954
Lineweaver Wealth Advisors
Ohio
$2.52M +$122K +518 +5%
SSW
2955
Smith Shellnut Wilson
Mississippi
$2.51M -$1.06M -4,493 -30%
GCIG
2956
Grand Central Investment Group
Florida
$2.51M -$75.7K -321 -3%
FA
2957
Financial Avengers
California
$2.51M +$280K +1,188 +13%
1W
2958
1776 Wealth
Georgia
$2.51M -$255K -1,106 -9%
CFO
2959
CVA Family Office
Colorado
$2.51M +$1.34M +5,666 +114%
VFP
2960
Verus Financial Partners
Virginia
$2.5M -$36K -144 -1%
EI
2961
Ellevest Inc
New York
$2.5M -$293K -1,241 -10%
GPWA
2962
Great Point Wealth Advisors
Massachusetts
$2.5M +$91.5K +388 +4%
ABTD
2963
Arvest Bank Trust Division
Oklahoma
$2.5M +$164K +697 +7%
SFWA
2964
Summit Financial Wealth Advisors
Louisiana
$2.5M -$88.3K -397 -3%
LIA
2965
LBMC Investment Advisors
Tennessee
$2.49M +$8.25K +35 +0.3%
CIC
2966
Cornercap Investment Counsel
Georgia
$2.49M +$41.5K +176 +2%
BI
2967
Ballast Inc
Kentucky
$2.49M +$302K +1,279 +14%
CWMU
2968
Caliber Wealth Management (Utah)
Utah
$2.48M +$302K +1,280 +14%
GCC
2969
Game Creek Capital
Massachusetts
$2.48M -$289K -1,225 -10%
BA
2970
Ballast Advisors
Minnesota
$2.48M -$16K -68 -0.6%
ONST
2971
Old North State Trust
North Carolina
$2.48M -$127K -537 -5%
HA
2972
Harfst & Associates
Wyoming
$2.48M +$214K +906 +9%
BCA
2973
Bernzott Capital Advisors
California
$2.48M -$272K -1,154 -10%
SJIM
2974
St. Johns Investment Management
Florida
$2.48M +$91.2K +387 +4%
LB
2975
Legacy Bridge
Iowa
$2.47M +$42.4K +180 +2%