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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 %
KIM
2976
Karpus Investment Management
New York
$2.46M +$2.46M +10,445 New
SIC
2977
Samalin Investment Counsel
New York
$2.46M +$323K +1,369 +15%
LWA
2978
Lenox Wealth Advisors
New York
$2.45M -$569K -2,412 -19%
CIAS
2979
CBIZ Investment Advisory Services
Ohio
$2.45M -$2.31M
BFG
2980
Bouchey Financial Group
New York
$2.45M +$121K +515 +5%
NCM
2981
Nellore Capital Management
California
$2.44M +$884K +3,750 +57%
ECAM
2982
East Coast Asset Management
Massachusetts
$2.44M -$10.8K -46 -0.4%
IF
2983
IRON Financial
Illinois
$2.44M +$137K +581 +6%
KW
2984
KWB Wealth
California
$2.43M +$92.9K +394 +4%
EWA
2985
Evolution Wealth Advisors
Florida
$2.43M -$1.41K -6 -0.1%
DCM
2986
Delta Capital Management
New Jersey
$2.43M +$23.6K +100 +1%
GIM
2987
Guild Investment Management
California
$2.42M +$595K +2,523 +33%
CWA
2988
Clearview Wealth Advisors
Oregon
$2.41M +$943 +4 +0%
KFS
2989
Kaizen Financial Strategies
California
$2.4M +$182K +774 +8%
DM
2990
Diker Management
New York
$2.39M
MWPCG
2991
Measured Wealth Private Client Group
New Hampshire
$2.39M +$176K +747 +8%
AI
2992
Atom Investors
Texas
$2.39M -$10.5M -44,379 -81%
SCM
2993
Sterneck Capital Management
Missouri
$2.38M -$6.13K -26 -0.3%
HHAM
2994
HITE Hedge Asset Management
Massachusetts
$2.38M
LK
2995
Lumbard & Kellner
New Hampshire
$2.38M +$78.7K +330 +3%
AIP
2996
Ahrens Investment Partners
Louisiana
$2.38M -$153K -650 -6%
SMA
2997
Sage Mountain Advisors
Georgia
$2.38M +$650K +2,755 +38%
SWIG
2998
Strategic Wealth Investment Group
Kentucky
$2.37M +$367K +1,555 +18%
AFS
2999
Access Financial Services
Minnesota
$2.37M -$37K -157 -2%
SDH
3000
Sloy Dahl & Holst
Washington
$2.37M +$25.7K +109 +1%