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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 %
COCM
3176
Charter Oak Capital Management
New Hampshire
$1.72M +$17.9K +76 +1%
MS
3177
Maven Securities
Jersey
$1.71M -$1.22M -9,470 -42%
TLCM
3178
Twin Lakes Capital Management
California
$1.71M +$47.6K +202 +3%
NEWAS
3179
N.E.W. Advisory Services
Wisconsin
$1.7M +$173K +716 +11%
EWA
3180
ERTS Wealth Advisors
Michigan
$1.7M -$65.5K -278 -4%
CA
3181
Cortland Associates
Missouri
$1.7M +$1.41K +6 +0.1%
MCM
3182
Magnolia Capital Management
New York
$1.7M +$87.3K +370 +5%
F
3183
F3Logic
Minnesota
$1.7M -$130K -549 -7%
FAG
3184
Financial Advisory Group
Texas
$1.69M -$51.6K -219 -3%
D
3185
Diversified
Delaware
$1.69M -$18.4K -78 -1%
RIS
3186
Retirement Income Solutions
Michigan
$1.69M +$236 +1 +0%
CA
3187
CGN Advisors
Kansas
$1.69M -$9.67K -41 -0.6%
MF
3188
Montis Financial
Massachusetts
$1.69M +$8.97K +37 +0.5%
MS
3189
Mizuho Securities
Japan
$1.68M +$1.3M +5,500 +336%
CFD
3190
Creative Financial Designs
Indiana
$1.68M +$151K +640 +10%
KFP
3191
KB Financial Partners
New Jersey
$1.68M +$1.68M +7,120 New
CWM
3192
Cabot Wealth Management
Massachusetts
$1.68M +$860K +3,650 +105%
TCM
3193
TimesSquare Capital Management
New York
$1.66M -$309K -1,310 -16%
SWM
3194
Salvus Wealth Management
New Jersey
$1.66M +$53.4K +211 +3%
OWA
3195
Outlook Wealth Advisors
Texas
$1.66M +$198K +841 +14%
AF
3196
Aldebaran Financial
$1.65M +$47.2K +200 +3%
JI
3197
Jeereddi Investments
California
$1.65M
VU
3198
Vanderbilt University
Tennessee
$1.65M
SFG
3199
Sunburst Financial Group
Alabama
$1.64M +$34.7K +147 +2%
VFM
3200
Vivid Financial Management
California
$1.64M +$256K +1,086 +18%