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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 %
BA
3526
Bridge Advisory
California
$826K -$364K -1,544 -31%
ACM
3527
Avalon Capital Management
California
$825K -$58.9K -250 -7%
FWSM
3528
First Wilshire Securities Management
California
$825K -$35.4K -150 -4%
SHWM
3529
Silicon Hills Wealth Management
Texas
$823K +$472 +2 +0.1%
IWP
3530
Innova Wealth Partners
Pennsylvania
$822K +$11.8K +50 +1%
EARNEST Partners
3531
EARNEST Partners
Georgia
$821K
CWA
3532
Capital Wealth Alliance
Arizona
$818K +$19.6K +83 +2%
WFAG
3533
Wescott Financial Advisory Group
Pennsylvania
$815K +$504K +2,137 +162%
IWA
3534
Inspirion Wealth Advisors
Illinois
$813K +$72.4K +307 +10%
ACM
3535
Ategra Capital Management
Virginia
$811K +$236 +1 +0%
MAG
3536
Mayfair Advisory Group
Alabama
$805K -$727 -3 -0.1%
HA
3537
HYA Advisors
Missouri
$805K +$29.9K +127 +4%
OBWG
3538
Onyx Bridge Wealth Group
New York
$805K +$41.3K +175 +5%
RC
3539
Rinet Company
Massachusetts
$803K +$803K +3,406 New
RDFA
3540
Ritter Daniher Financial Advisory
Ohio
$802K
UIA
3541
UBP Investment Advisors
Switzerland
$800K +$469K +1,979 +141%
FA
3542
Fortis Advisors
Pennsylvania
$797K -$157K -664 -16%
SFC
3543
SYM Financial Corp
Indiana
$796K -$272K -1,153 -25%
MCC
3544
Malaga Cove Capital
California
$792K
GC
3545
Gruss & Co
Florida
$792K +$391K +1,660 +98%
RPG
3546
Resource Planning Group
Georgia
$791K -$54K -229 -6%
IA
3547
IFG Advisors
Missouri
$788K +$1.42K +6 +0.2%
WW
3548
Waterfront Wealth
Kansas
$786K -$10.7K -44 -1%
LFS
3549
Legacy Financial Strategies
Kansas
$785K -$23.3K -99 -3%
TEC
3550
Tiger Eye Capital
Tennessee
$783K -$10.1M -42,819 -93%