MSFT icon

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 %
TWA
3401
Tillar-Wenstrup Advisors
Ohio
$1.1M +$58.7K +249 +6%
UWM
3402
USAdvisors Wealth Management
Minnesota
$1.1M +$24.8K +105 +2%
MFG
3403
Monumental Financial Group
Maryland
$1.1M +$1.1M +4,666 New
WFA
3404
Wellspring Financial Advisors
Ohio
$1.1M -$218K -1,382 -17%
MCM
3405
Mainstay Capital Management
Michigan
$1.1M -$178K -755 -14%
CHJWM
3406
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M +$176K +671 +19%
SHWM
3407
Smith & Howard Wealth Management
Georgia
$1.08M -$39.1K -166 -3%
CFG
3408
CKW Financial Group
Hawaii
$1.08M -$5.89K -25 -0.5%
HCM
3409
Howard Capital Management
Georgia
$1.08M +$203K +778 +23%
BFG
3410
Barber Financial Group
Kansas
$1.08M -$103K -435 -9%
PEA
3411
Pacific Edge Advisors
California
$1.08M -$35.4K -150 -3%
GC
3412
Grace Capital
Massachusetts
$1.08M -$665K -2,819 -38%
KAM
3413
Karani Asset Management
New York
$1.08M +$154K +653 +17%
CA
3414
Crumly & Associates
Illinois
$1.08M +$27.6K +117 +3%
CWM
3415
CCG Wealth Management
California
$1.07M -$4.95K -21 -0.5%
OFS
3416
OneAscent Financial Services
Alabama
$1.07M -$533K -2,260 -33%
CPC
3417
Consolidated Planning Corp
Georgia
$1.07M +$35.3K +150 +3%
SGCA
3418
Steel Grove Capital Advisors
Tennessee
$1.07M +$189K +800 +21%
SLF
3419
Sun Life Financial
Ontario, Canada
$1.07M +$11.1K +47 +1%
PFA
3420
Pettinga Financial Advisors
Indiana
$1.06M -$207K -876 -16%
ML
3421
McAdam LLC
Pennsylvania
$1.06M +$19.3K +82 +2%
ACP
3422
Arcus Capital Partners
Georgia
$1.06M -$255K -1,080 -19%
WFA
3423
WestHill Financial Advisors
California
$1.06M -$4.95K -21 -0.5%
SDAM
3424
Shulman DeMeo Asset Management
New York
$1.05M +$86.3K +366 +9%
TCM
3425
Tuttle Capital Management
Connecticut
$1.05M +$392K +1,661 +59%