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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 %
LWP
3126
Lumature Wealth Partners
Georgia
$1.9M +$184K +781 +11%
FNBSF
3127
First National Bank Sioux Falls
South Dakota
$1.9M +$21K +89 +1%
CHA
3128
Cooper/Haims Advisors
New York
$1.9M +$318K +1,348 +20%
ACWM
3129
Adams Chetwood Wealth Management
North Carolina
$1.89M -$171K -725 -8%
PWM
3130
Purus Wealth Management
California
$1.89M +$28.1K +119 +2%
CG
3131
Corundum Group
Colorado
$1.89M -$1.18K -5 -0.1%
VFPI
3132
Vantage Financial Partners (Illinois)
Illinois
$1.88M -$217K -919 -10%
WCM
3133
Washburn Capital Management
Florida
$1.88M -$132K -559 -7%
PWM
3134
Peterson Wealth Management
Nevada
$1.88M -$459K -1,945 -20%
WIC
3135
WealthBridge Investment Counsel
Alberta, Canada
$1.87M +$106K +450 +6%
BAM
3136
Baldrige Asset Management
Pennsylvania
$1.87M +$3.3K +14 +0.2%
DLG
3137
Daniel L. Goodwin
$1.87M +$37.7K +160 +2%
PWM
3138
PBMares Wealth Management
Virginia
$1.86M +$46K +195 +3%
PFA
3139
Pathway Financial Advisors
Vermont
$1.86M
SAM
3140
Stewart Asset Management
New York
$1.86M -$265K -1,125 -13%
ACG
3141
Allen Capital Group
Nebraska
$1.85M -$92.6K -393 -5%
SFG
3142
StrategIQ Financial Group
Indiana
$1.85M +$236 +1 +0%
AFS
3143
Aft Forsyth & Sober
Florida
$1.85M +$1.25M +5,300 +208%
BMCM
3144
Bryn Mawr Capital Management
Pennsylvania
$1.84M +$43.1K +183 +2%
OBGC
3145
O'Brien Greene & Co
Pennsylvania
$1.84M -$29.5K -125 -2%
GIM
3146
Groesbeck Investment Management
New Jersey
$1.84M +$118K +500 +7%
FL
3147
Fort LP
Maryland
$1.83M +$4.48K +19 +0.2%
CCM
3148
Crew Capital Management
Ohio
$1.82M +$1.82M +7,735 New
EA
3149
Emerald Advisors
Washington
$1.8M +$14.6K +62 +0.8%
AWP
3150
Accretive Wealth Partners
New Jersey
$1.8M +$71.9K +305 +4%