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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 %
APTFM
3226
AGUR Provident & Training Funds Management
Israel
$1.57M +$1.25M +108,092 +385%
BFS
3227
Bickling Financial Services
Massachusetts
$1.56M +$310K +1,316 +25%
KIG
3228
Kowal Investment Group
Wisconsin
$1.56M -$68.6K -291 -4%
CWA
3229
Clarity Wealth Advisors
California
$1.56M -$48.1K -204 -3%
EWP
3230
Engrave Wealth Partners
Texas
$1.56M -$472 -2 -0%
MA
3231
Mosaic Advisors
Texas
$1.56M +$712K +3,019 +84%
KPWG
3232
KFA Private Wealth Group
Virginia
$1.55M +$179K +759 +13%
TIA
3233
Traphagen Investment Advisors
New Jersey
$1.55M +$116K +492 +8%
DIA
3234
Dean Investment Associates
Ohio
$1.55M -$125K -532 -8%
GCP
3235
Gill Capital Partners
Colorado
$1.54M +$92.4K +392 +6%
NL
3236
Navalign LLC
California
$1.54M +$1.54M +6,541 New
SAS
3237
Stelac Advisory Services
New York
$1.54M -$279K -1,184 -15%
TCB
3238
Texas Capital Bancshares
Texas
$1.54M +$595K +2,525 +63%
HFAS
3239
Hummer Financial Advisory Services
Illinois
$1.54M
BWM
3240
Birchcreek Wealth Management
Ohio
$1.54M +$6.13K +26 +0.4%
RBC
3241
Roble Belko & Company
Pennsylvania
$1.54M +$30.2K +128 +2%
VFG
3242
V2 Financial group
Illinois
$1.54M +$47.2K +200 +3%
SEP
3243
Southland Equity Partners
Missouri
$1.54M +$130K +551 +9%
AL
3244
ADE LLC
Maryland
$1.53M -$11.1K -47 -0.7%
TC
3245
TAP Consulting
Missouri
$1.52M +$2.12K +9 +0.1%
CWM
3246
Cedar Wealth Management
California
$1.52M +$74.3K +315 +5%
MWM
3247
Midwest Wealth Management
Indiana
$1.52M +$149K +631 +11%
FCFC
3248
First Citizens Financial Corp
Iowa
$1.52M +$8.49K +36 +0.6%
EWM
3249
Elmwood Wealth Management
California
$1.51M +$1.51M +6,411 New
DSN
3250
D. Scott Neal
Kentucky
$1.51M