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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 %
SFG
3326
Sovereign Financial Group
Connecticut
$1.29M +$407K +1,724 +46%
CFN
3327
Cordasco Financial Network
Florida
$1.29M +$399K +1,694 +45%
4WM
3328
4J Wealth Management
Virginia
$1.29M +$39.8K +169 +3%
HC
3329
Hamilton Capital
Ohio
$1.28M +$16.3K +69 +1%
GCIA
3330
Gabelli & Co Investment Advisers
New York
$1.28M
DCM
3331
Davidson Capital Management
Texas
$1.27M -$1.34M -5,677 -51%
GB
3332
Goepper Burkhardt
South Carolina
$1.27M -$129K -546 -9%
GG
3333
Golden Green
South Carolina
$1.27M -$662K -2,809 -34%
PWS
3334
Paragon Wealth Strategies
Florida
$1.27M +$935K +3,966 +279%
LWM
3335
Lionsbridge Wealth Management
Florida
$1.27M +$56.1K +238 +5%
LAM
3336
LifePro Asset Management
California
$1.26M -$458K -1,943 -27%
PA
3337
Planning Alternatives
Michigan
$1.26M -$118K -500 -9%
VIM
3338
Vista Investment Management
Pennsylvania
$1.26M -$17.2K -73 -1%
APC
3339
Aspire Private Capital
North Carolina
$1.25M +$368K +1,560 +42%
OR
3340
Olympiad Research
Connecticut
$1.24M -$16.5K -70 -1%
BI
3341
Berkeley Inc
Idaho
$1.24M
CAG
3342
Curtis Advisory Group
California
$1.24M +$426K +1,807 +53%
SIM
3343
Sadoff Investment Management
Wisconsin
$1.24M -$35.6K -151 -3%
DWM
3344
Dorchester Wealth Management
Quebec, Canada
$1.24M +$243K +1,030 +24%
JWA
3345
JFS Wealth Advisors
Pennsylvania
$1.22M -$33K -140 -3%
FFA
3346
Freedman Financial Associates
Massachusetts
$1.21M
LWMG
3347
Levy Wealth Management Group
Pennsylvania
$1.21M +$277K +1,175 +30%
DDPIC
3348
Deroy & Devereaux Private Investment Counsel
Michigan
$1.21M +$22.9K +97 +2%
JCM
3349
Jacobsen Capital Management
Utah
$1.21M +$1.21M +5,127 New
NPPM
3350
North Point Portfolio Managers
Ohio
$1.21M +$21.7K +92 +2%