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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 %
FFG
3551
Ford Financial Group
California
$783K -$219K -929 -22%
HS
3552
Horan Securities
United States
$783K +$111K +471 +17%
CWM
3553
Comprehensive Wealth Management
Washington
$773K -$26.9K -114 -3%
FFA
3554
Fi3 Financial Advisors
Indiana
$773K +$773K +3,281 New
JCIA
3555
Jackson Creek Investment Advisors
Colorado
$771K +$21.2K +90 +3%
RI
3556
Ridgewood Investments
New Jersey
$770K -$244K -1,034 -24%
NCM
3557
Next Capital Management
New York
$769K +$66.5K +282 +9%
SFP
3558
Strategic Financial Partners
Oregon
$768K -$1.18K -5 -0.2%
FAM
3559
Fenimore Asset Management
New York
$763K
ST
3560
Sentinel Trust
Texas
$762K
FFWM
3561
Future Financial Wealth Management
Ohio
$760K -$172K -729 -18%
CF
3562
Corrigan Financial
Rhode Island
$759K +$18.6K +79 +3%
SMM
3563
Stadion Money Management
Georgia
$755K
CWM
3564
Concentrum Wealth Management
California
$748K +$4.95K +21 +0.7%
NEPPG
3565
New England Professional Planning Group
Rhode Island
$741K +$153K +613 +26%
DLHL
3566
Donald L. Hagan LLC
Florida
$734K -$50.7K -215 -6%
PS
3567
Portfolio Strategies
New York
$734K
TFF
3568
The Family Firm
Maryland
$734K +$943 +4 +0.1%
LP
3569
LGL Partners
Pennsylvania
$734K +$117K +498 +19%
BA
3570
Ballew Advisors
Mississippi
$728K +$367K +1,512 +101%
PP
3571
PrairieView Partners
Minnesota
$725K +$1.18K +5 +0.2%
SAS
3572
Sanford Advisory Services
Michigan
$722K -$236 -1 -0%
GPA
3573
Guidance Point Advisors
Massachusetts
$722K +$471 +2 +0.1%
WAOI
3574
Wealth Advisors of Iowa
Iowa
$721K
LGA
3575
Lebenthal Global Advisors
New York
$719K +$141K +600 +24%