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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 %
TWM
3351
TriaGen Wealth Management
California
$1.2M -$4.72K -20 -0.4%
AF
3352
Apexium Financial
Texas
$1.2M -$119K -503 -9%
NC
3353
Noked Capital
Israel
$1.2M -$7.18M -30,446 -86%
NI
3354
Noked Israel
Israel
$1.2M -$7.18M -30,446 -86%
OBWP
3355
O'Brien Wealth Partners
Massachusetts
$1.2M -$145K -573 -11%
WEPOG
3356
Wealth Enhancement & Preservation of GA
Georgia
$1.19M -$13.2K -51 -1%
TWM
3357
Triton Wealth Management
Arizona
$1.19M +$4.98K +20 +0.4%
SPP
3358
Single Point Partners
Massachusetts
$1.19M +$300K +1,240 +34%
PWM
3359
PRW Wealth Management
Massachusetts
$1.19M -$87K -369 -7%
TFA
3360
Trinity Financial Advisors
Ohio
$1.19M -$17.2K -73 -1%
ACM
3361
Ascendant Capital Management
California
$1.18M -$165K -700 -12%
ARG
3362
Advisory Resource Group
Oklahoma
$1.18M
PAWC
3363
P.A.W. Capital
Connecticut
$1.18M
OIM
3364
Opus Investment Management
Massachusetts
$1.18M
BMCM
3365
Burns Matteson Capital Management
New York
$1.18M +$46K +195 +4%
P
3366
Palladiem
Pennsylvania
$1.18M -$197K -837 -14%
PI
3367
Pachira Investments
California
$1.17M +$650K +2,758 +124%
TI
3368
Truepoint Inc
Ohio
$1.17M -$37.3K -158 -3%
GCP
3369
GSA Capital Partners
United Kingdom
$1.17M -$901K -3,821 -43%
EWF
3370
Epstein & White Financial
California
$1.17M -$14.6K -62 -1%
OWA
3371
One Wealth Advisors
California
$1.16M +$219K +928 +23%
ODG
3372
O'Dell Group
Ohio
$1.16M -$29.7K -126 -2%
CIA
3373
Compass Ion Advisors
Pennsylvania
$1.15M +$67.4K +286 +6%
LFA
3374
Lighthouse Financial Advisors
Maryland
$1.15M -$66.5K -282 -5%
RPGK
3375
Retirement Planning Group (Kansas)
Kansas
$1.15M +$11.1K +47 +1%