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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 %
PFC
3026
Phocas Financial Corp
California
$2.26M +$532K +2,255 +31%
MCAI
3027
Members Capital Advisors Inc
Wisconsin
$2.25M
SCP
3028
Sandhill Capital Partners
New York
$2.25M +$69.1K +293 +3%
VAM
3029
Verity Asset Management
North Carolina
$2.25M +$300K +1,274 +15%
OFA
3030
Oak Family Advisors
Illinois
$2.25M +$216K +915 +11%
GSIS
3031
Global Strategic Investment Solutions
Arizona
$2.24M +$364K +1,543 +19%
VWA
3032
VERITY Wealth Advisors
United States
$2.23M
APW
3033
Acima Private Wealth
Virginia
$2.23M -$626K -2,654 -22%
OFW
3034
Omnia Family Wealth
Florida
$2.22M -$8.49K -36 -0.4%
SFG
3035
Sowa Financial Group
Rhode Island
$2.22M
FAM
3036
Flaharty Asset Management
Florida
$2.22M +$71.7K +304 +3%
MA
3037
MJP Associates
Connecticut
$2.22M +$145K +614 +7%
AAM
3038
Autus Asset Management
Arizona
$2.21M +$311K +1,318 +16%
MFW
3039
Mosaic Family Wealth
Missouri
$2.2M +$36.3K +154 +2%
AWC
3040
Abundance Wealth Counselors
Pennsylvania
$2.2M +$94.1K +399 +4%
MIM
3041
Merrion Investment Management
New Jersey
$2.2M
AWA
3042
AmeriServ Wealth Advisors
Pennsylvania
$2.2M +$105K +446 +5%
HKAM
3043
Horizon Kinetics Asset Management
New York
$2.19M -$773K -3,277 -26%
TFGT
3044
TS Financial Group (TSFG)
Illinois
$2.19M +$112K +477 +5%
BFWA
3045
Benchmark Financial Wealth Advisors
Florida
$2.19M -$326K -1,382 -13%
RAM
3046
Redmond Asset Management
Virginia
$2.18M +$5.42K +23 +0.2%
DA
3047
DSC Advisors
Illinois
$2.17M +$913K +3,874 +72%
WCM
3048
Weld Capital Management
New York
$2.17M +$1.53M +6,496 +239%
ECA
3049
Elevated Capital Advisors
Utah
$2.16M -$25.6K -99 -1%
HP
3050
HT Partners
Connecticut
$2.16M +$65.5K +278 +3%