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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 %
AP
3001
Americana Partners
Texas
$2.36M +$88.7K +376 +4%
AIFAIM
3002
American Institute for Advanced Investment Management
Arizona
$2.36M -$64.6K -274 -3%
CLC
3003
Charles-Lim Capital
Hong Kong
$2.36M +$2.36M +10,000 New
NG
3004
NWK Group
California
$2.35M -$514K -2,181 -18%
AWM
3005
Adams Wealth Management
Utah
$2.35M -$70.5K -299 -3%
BWM
3006
BigSur Wealth Management
Florida
$2.35M -$440K -1,865 -16%
RWG
3007
Regal Wealth Group
California
$2.34M +$236 +1 +0%
AFA
3008
Atlanta Financial Associates
Georgia
$2.33M
GAMC
3009
Garner Asset Management Corp
Texas
$2.33M -$193K -820 -8%
RC
3010
RBO & Co
California
$2.32M +$55.4K +235 +2%
BI
3011
Blooom Inc
Kansas
$2.32M +$393K +1,681 +20%
HFG
3012
Heron Financial Group
New York
$2.31M +$98.1K +405 +4%
SCP
3013
Shorepoint Capital Partners
Massachusetts
$2.3M -$347K -1,471 -13%
BSSFA
3014
Baron Silver Stevens Financial Advisors
Florida
$2.3M +$21K +89 +0.9%
OWM
3015
OneAscent Wealth Management
Alabama
$2.3M -$1.15M -4,871 -33%
PBT
3016
Pictet Bank & Trust
Bahamas
$2.3M -$471K -2,000 -17%
PCMC
3017
Private Capital Management (Colorado)
Colorado
$2.29M -$328K -1,389 -13%
GAM
3018
Gould Asset Management
California
$2.29M -$36.5K -155 -2%
5L
3019
55I LLC
Massachusetts
$2.28M +$275K +1,167 +14%
DAM
3020
Doheny Asset Management
California
$2.27M -$79.5K -337 -3%
PIA
3021
Pinion Investment Advisors
Kansas
$2.27M +$50K +212 +2%
AIA
3022
Alera Investment Advisors
Illinois
$2.26M -$50.9K -216 -2%
HAC
3023
Harbor Advisory Corp
New Hampshire
$2.26M +$67.2K +285 +3%
TWM
3024
Titus Wealth Management
California
$2.26M +$198K +840 +10%
TFO
3025
Tarbox Family Office
California
$2.26M +$91.9K +390 +4%