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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 %
FIA
3651
FNY Investment Advisers
New York
$589K +$589K +2,499 +249,900%
CCA
3652
Covey Capital Advisors
Georgia
$589K +$589K +2,500 New
OPPTF
3653
OPSEU Pension Plan Trust Fund
Ontario, Canada
$588K +$14.4K +60 +3%
PWS
3654
Private Wealth Strategies
Ohio
$587K -$28.8K -122 -5%
BFG
3655
Baron Financial Group
New Jersey
$584K +$69.8K +296 +14%
WFA
3656
West Financial Advisors
Iowa
$581K
EA
3657
Ellsworth Advisors
Ohio
$581K +$69.3K +294 +14%
KLI
3658
Kelman-Lazarov Inc
Tennessee
$579K
CMA
3659
Cedar Mountain Advisors
Oregon
$579K
BWM
3660
Brickley Wealth Management
California
$576K -$24K -102 -4%
SL
3661
Salomon & Ludwin
Virginia
$576K +$116K +494 +25%
HCM
3662
Horrell Capital Management
Arkansas
$568K -$23.6K -100 -4%
MGIM
3663
M&G Investment Management
United Kingdom
$568K -$35.4K -150,055 -6%
BDF
3664
Black Diamond Financial
Maryland
$567K -$9.43K -40 -2%
CAG
3665
Compass Advisory Group
New York
$565K -$102K -433 -15%
NRI
3666
NFP Retirement Inc
California
$563K +$156K +662 +38%
DC
3667
Derby & Company
Massachusetts
$562K
MIM
3668
Martin Investment Management
Florida
$561K
SC
3669
Skylands Capital
Wisconsin
$560K
EP
3670
EPIQ Partners
Minnesota
$555K -$82.6K -350 -13%
PBF
3671
Petix & Botte Financial
California
$555K -$2.83K -12 -0.5%
CIG
3672
Cairn Investment Group
Washington
$553K -$89.9K -381 -14%
NFP
3673
Narus Financial Partners
Utah
$552K +$552K +2,341 New
WHAM
3674
Windmill Hill Asset Management
United Kingdom
$551K
SAM
3675
Sequent Asset Management
Texas
$550K -$8.49K -36 -2%