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 %
RAM
3576
Riggs Asset Management
Pennsylvania
$718K
PFA
3577
Pinnacle Family Advisors
Missouri
$714K -$1.3M -5,508 -65%
WA
3578
WESPAC Advisors
California
$713K -$343K -1,456 -32%
TWP
3579
Tower Wealth Partners
Pennsylvania
$713K +$35.4K +150 +5%
WF
3580
Williams Financial
Vermont
$712K +$712K +3,019 New
OGF
3581
Orin Green Financial
California
$711K -$100K -426 -12%
CC
3582
Cypress Capital
Tennessee
$711K +$15.6K +66 +2%
PFM
3583
Peak Financial Management
Massachusetts
$708K +$104K +442 +17%
EA
3584
Eclectic Associates
California
$694K -$5.42K -23 -0.8%
MAM
3585
Marquette Asset Management
Minnesota
$687K
FAN
3586
Financial Advisors Network
California
$684K +$236 +1 +0%
JGC
3587
J. Goldman & Co
New York
$682K +$682K +2,893 New
GTCM
3588
Gyon Technologies Capital Management
New Jersey
$680K -$1.29M -5,467 -65%
OAM
3589
Oberweis Asset Management
Illinois
$679K -$9.43K -40 -1%
AWA
3590
Alaska Wealth Advisors
Alaska
$678K -$16.5K -70 -2%
CWA
3591
Core Wealth Advisors
Florida
$678K +$31.1K +132 +5%
ETS
3592
ESL Trust Services
New York
$677K -$42.4K -180 -6%
HGWM
3593
Horst & Graben Wealth Management
Oregon
$677K +$47.9K +203 +8%
LRIC
3594
Long Road Investment Counsel
Michigan
$675K -$47.2K -200 -7%
DWM
3595
Defined Wealth Management
Oregon
$672K
RRA
3596
Round Rock Advisors
Connecticut
$672K +$175K +741 +35%
BIG
3597
Boothe Investment Group
Delaware
$668K +$37.5K +159 +6%
HCP
3598
Holt Capital Partners
Texas
$667K
CM
3599
Crestline Management
Texas
$666K -$866K -3,675 -57%
WIC
3600
Wilkins Investment Counsel
Massachusetts
$666K -$10.6K -45 -2%