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 %
EPWM
3626
Essex Private Wealth Management
Massachusetts
$616K +$20.7K +88 +3%
AWA
3627
ARQ Wealth Advisors
Arizona
$614K -$29.2K -124 -5%
SWA
3628
Sightline Wealth Advisors
Connecticut
$614K -$6.41K -27 -1%
AL
3629
Arnhold LLC
New York
$613K
FPIS
3630
Financial Planning & Information Services
Wisconsin
$613K +$12.7K +54 +2%
PWP
3631
Personal Wealth Partners
Minnesota
$609K +$58.9K +250 +11%
PCFFS
3632
Pacific Center for Financial Services
California
$608K -$14.4K -61 -2%
NP
3633
Ninepoint Partners
Ontario, Canada
$607K +$14.4K +61 +2%
TFIPS
3634
Towarzystwo Funduszy Inwestycyjnych PZU SA
$607K -$27.1K -115 -4%
CRIG
3635
Charter Research & Investment Group
Connecticut
$604K +$9.19K +39 +2%
AW
3636
Avion Wealth
Texas
$603K -$155K -659 -20%
OFG
3637
OmniStar Financial Group
North Carolina
$601K -$1.42M -6,012 -70%
FEG
3638
Financial Enhancement Group
Indiana
$600K +$9.91K +42 +2%
FA
3639
Fermata Advisors
California
$599K +$599K +2,540 New
CPWM
3640
Cypress Point Wealth Management
Texas
$598K -$529K -2,244 -47%
AFS
3641
Annapolis Financial Services
Maryland
$596K +$10.8K +46 +2%
NQWM
3642
Northwest Quadrant Wealth Management
Oregon
$596K +$29.3K +124 +5%
NFGCM
3643
Norman Fields Gottscho Capital Management
New York
$595K
MFGP
3644
Marshall Financial Group (Pennsylvania)
Pennsylvania
$594K
SMF
3645
Sterling Manor Financial
New York
$592K -$34.7K -147 -6%
EGWAG
3646
Elwood & Goetz Wealth Advisory Group
Georgia
$592K
DAM
3647
Draper Asset Management
New York
$592K +$14.2K +60 +2%
CRCM
3648
Corbett Road Capital Management
Virginia
$591K -$69.1K -293 -10%
PIC
3649
Portland Investment Counsel
Ontario, Canada
$590K +$590K +2,502 New
DA
3650
DCF Advisers
Connecticut
$589K