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Microsoft

3,957 hedge funds and large institutions have $1.48T invested in Microsoft in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,797 increasing their positions, 1,709 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
-21
Holders Change %
-0.53%
% of All Funds
69.08%
Holding in Top 10
2,135
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+3.39%
% of All Funds
37.27%
New
131
Increased
1,797
Reduced
1,709
Closed
98
Calls
$38.7B
Puts
$27.5B
Net Calls
+$11.2B
Net Calls Change
+$12.5B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
3651
Praetorian Wealth Management
California
$620K
PC
3652
Prairiewood Capital
North Dakota
$618K
SCM
3653
Stordahl Capital Management
Colorado
$617K
HTC
3654
Hershey Trust Company
Pennsylvania
$615K
PIA
3655
Powell Investment Advisors
Florida
$614K +$13.5K +50 +2%
RPSA
3656
Richard P. Slaughter Associates
Texas
$613K
FSG
3657
Financial Strategies Group
Michigan
$613K +$119K +441 +24%
BFG
3658
Baron Financial Group
New Jersey
$611K -$60.7K -224 -9%
NEPPG
3659
New England Professional Planning Group
Rhode Island
$610K -$243K -847 -29%
HCM
3660
Horrell Capital Management
Arkansas
$605K -$47.4K -175 -7%
IWA
3661
IVC Wealth Advisors
Pennsylvania
$605K -$25.7K -95 -4%
HC
3662
Hoese & Co
Minnesota
$604K +$14.1K +52 +2%
MTIM
3663
Marathon Trading Investment Management
Pennsylvania
$603K -$352K -1,300 -37%
PFA
3664
Plotkin Financial Advisors
Maryland
$602K +$11.6K +43 +2%
CRCM
3665
Corbett Road Capital Management
Virginia
$599K -$79.9K -295 -12%
MAM
3666
McCarthy Asset Management
California
$598K +$67.2K +248 +13%
FWP
3667
Falcon Wealth Planning
California
$593K +$190K +703 +47%
IPW
3668
IronBridge Private Wealth
Texas
$592K +$271 +1 +0%
RWG
3669
Ratio Wealth Group
Colorado
$592K +$44.7K +165 +8%
HA
3670
HC Advisors
Georgia
$591K +$271 +1 +0%
BSWM
3671
Boston Standard Wealth Management
Massachusetts
$587K +$1.08K +4 +0.2%
PWC
3672
PYA Waltman Capital
Tennessee
$584K +$27.1K +100 +5%
KFA
3673
Krane Funds Advisors
New York
$578K +$578K +2,133 New
CWM
3674
Cahaba Wealth Management
Georgia
$575K -$560K -1,969 -49%
OEP
3675
Ocean Endowment Partners
Illinois
$574K -$284K -1,103 -33%