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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 %
AWM
3276
AllSquare Wealth Management
New York
$1.45M +$44.3K +188 +3%
PFA
3277
Professional Financial Advisors
Nebraska
$1.45M -$302K -1,281 -17%
HPCM
3278
High Pointe Capital Management
Illinois
$1.44M
MWP
3279
Madison Wealth Partners
Wisconsin
$1.44M
WA
3280
WP Advisors
California
$1.44M -$38.2K -162 -3%
RWMH
3281
Riverpoint Wealth Management Holdings
Illinois
$1.44M -$304K -1,290 -17%
EMFAT
3282
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.43M -$28.3K -120 -2%
SFWC
3283
Strategic Family Wealth Counselors
New Jersey
$1.42M +$225K +955 +19%
FC
3284
FCA Corp
Texas
$1.42M -$3.8K -16 -0.3%
MGAM
3285
McGowan Group Asset Management
Texas
$1.42M +$4.72K +20 +0.3%
IAP
3286
Indie Asset Partners
Indiana
$1.42M -$180K -764 -11%
PGCM
3287
Prescott Group Capital Management
Oklahoma
$1.42M
VFM
3288
Viking Fund Management
North Dakota
$1.42M +$1.42M +6,000 New
CWM
3289
Curi Wealth Management
North Carolina
$1.41M -$5.89K -25 -0.4%
WWM
3290
Wagner Wealth Management
South Carolina
$1.41M +$23.6K +100 +2%
FNC
3291
First National Corp
Massachusetts
$1.41M +$68.1K +289 +5%
TF
3292
TimeScale Financial
Massachusetts
$1.4M -$75.4K -320 -5%
AFA
3293
American Financial Advisors
Georgia
$1.4M -$471 -2 -0%
OWM
3294
Orgel Wealth Management
Wisconsin
$1.4M +$33K +140 +2%
SWP
3295
Summit Wealth Partners
Florida
$1.4M -$104K -442 -7%
CP
3296
Coho Partners
Pennsylvania
$1.39M -$115K -487 -8%
IMA
3297
Investment Management Associates
Colorado
$1.39M +$780K +3,306 +128%
CMBA
3298
C.M. Bidwell & Associates
Hawaii
$1.39M +$107K +453 +8%
PCH
3299
PGIM Custom Harvest
New Jersey
$1.39M +$747K +3,130 +117%
Verition Fund Management
3300
Verition Fund Management
Connecticut
$1.38M -$100M -425,487 -99%