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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 %
BEI
3451
Benjamin Edwards Inc
Missouri
$997K -$142K -604 -13%
BA
3452
Bridgewater Associates
Connecticut
$994K -$34.2M -145,049 -97%
SWP
3453
ShoreHaven Wealth Partners
New Jersey
$994K +$63.9K +271 +7%
UWPG
3454
Ullmann Wealth Partners Group
Florida
$992K -$59.4K -252 -6%
XSC
3455
X-Square Capital
Puerto Rico
$991K -$376K -1,594 -28%
BWA
3456
Beam Wealth Advisors
Louisiana
$991K +$22.9K +97 +2%
MAWCM
3457
Mine & Arao Wealth Creation & Management
California
$991K +$35.4K +150 +4%
AWMG
3458
Alliance Wealth Management Group
New Jersey
$986K -$7.78K -33 -0.8%
SIAG
3459
Safeguard Investment Advisory Group
California
$983K +$8.72K +37 +0.9%
CAM
3460
Crestone Asset Management
Colorado
$982K +$47.2K +200 +5%
MWP
3461
Meridian Wealth Partners
Pennsylvania
$977K +$25.3K +107 +3%
WCM
3462
Windsor Capital Management
Arizona
$976K -$25K -106 -2%
TF
3463
TLWM Financial
Texas
$976K +$37.7K +160 +4%
SC
3464
Shay Capital
New York
$969K +$162K +685 +20%
OWM
3465
Opes Wealth Management
California
$966K +$31.4K +133 +3%
FWM
3466
FSA Wealth Management
Massachusetts
$958K -$176K -748 -16%
AWM
3467
Act Wealth Management
Texas
$957K -$69.4K -294 -7%
KBFS
3468
Kohmann Bosshard Financial Services
Ohio
$957K -$4.72K -20 -0.5%
TC
3469
Tacita Capital
Ontario, Canada
$957K
NVIM
3470
New Vernon Investment Management
Illinois
$953K
TFCP
3471
Twin Focus Capital Partners
Massachusetts
$951K +$4.24K +18 +0.4%
TCMP
3472
Thrive Capital Management (Pennsylvania)
Pennsylvania
$948K +$284K +1,205 +43%
CC
3473
Criteria Caixa
Spain
$943K
SM
3474
Southport Management
Wyoming
$943K +$943K +4,000 New
HWM
3475
Howard Wealth Management
Connecticut
$943K -$15.1K -64 -2%