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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 %
IFO
3501
Independent Family Office
New York
$882K -$1.18K -5 -0.1%
PFM
3502
Probabilities Fund Management
New York
$877K
BBA
3503
Braun-Bostich & Associates
Pennsylvania
$875K -$17.9K -76 -2%
RPCA
3504
Running Point Capital Advisors
California
$868K -$23.3K -99 -3%
MWC
3505
MBM Wealth Consultants
Missouri
$864K -$140K -588 -14%
CCM
3506
Chiron Capital Management
Florida
$862K +$14.2K +60 +2%
CWM
3507
Collaborative Wealth Management
Florida
$860K +$860K +2,791 New
JG
3508
Jefferies Group
New York
$860K -$9.28M -39,366 -92%
PMG
3509
Private Management Group
California
$858K +$44.6K +189 +5%
TW
3510
Towerpoint Wealth
California
$851K +$4.48K +19 +0.5%
TAIM
3511
TD Ameritrade Investment Management
Nebraska
$850K
FPWM
3512
FSB Premier Wealth Management
Iowa
$849K -$126K -536 -13%
CFSG
3513
Clark Financial Services Group
Missouri
$848K +$848K +3,597 New
SL
3514
Savior LLC
Massachusetts
$847K -$246K -1,044 -23%
HPCM
3515
Hunter Perkins Capital Management
Illinois
$846K -$3.75M -15,928 -82%
GC
3516
Giverny Capital
Quebec, Canada
$844K
GRQ
3517
Gardner Russo & Quinn
Pennsylvania
$843K -$11.8K -50 -1%
PPWP
3518
Proquility Private Wealth Partners
Nevada
$842K +$206K +875 +32%
LFGH
3519
Lee Financial Group Hawaii
Hawaii
$840K -$5.53M -23,446 -87%
APWM
3520
Atlas Private Wealth Management
New York
$836K -$244K -1,034 -23%
MFT
3521
Moisand Fitzgerald Tamayo
Florida
$836K -$8.49K -36 -1%
CCM
3522
Colorado Capital Management
Colorado
$832K +$160K +678 +24%
MTIM
3523
Marathon Trading Investment Management
Pennsylvania
$831K -$978K -4,150 -54%
PS
3524
Planned Solutions
California
$828K +$274K +1,161 +49%
TWM
3525
Trinity Wealth Management
Pennsylvania
$827K +$9.43K +40 +1%