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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 %
AFIA
3676
America First Investment Advisors
Nebraska
$573K
DWMG
3677
DB Wealth Management Group
California
$573K
NI
3678
NFC Investments
Tennessee
$572K
HWM
3679
Holloway Wealth Management
Florida
$570K -$506K
MWM
3680
MBE Wealth Management
Wisconsin
$570K
HPWA
3681
Hall Private Wealth Advisors
North Carolina
$568K +$568K +2,098 New
GWM
3682
Graybill Wealth Management
Illinois
$567K -$14.9K -55 -3%
PD
3683
Planning Directions
Pennsylvania
$565K +$81.3K +300 +17%
BWP
3684
Bernardo Wealth Planning
Pennsylvania
$565K +$85.8K +317 +18%
DP
3685
Denver PWM
Colorado
$564K -$77.9K -288 -12%
TPW
3686
Tiller Private Wealth
Pennsylvania
$559K +$59.3K +219 +12%
RRA
3687
Round Rock Advisors
Connecticut
$558K -$214K -790 -28%
GAM
3688
Garrison Asset Management
Arkansas
$558K -$56.6K -209 -9%
BBW
3689
Blue Barn Wealth
Utah
$557K +$557K +2,057 New
PFC
3690
Poplar Forest Capital
California
$556K
DC
3691
Defender Capital
North Carolina
$555K +$137K +507 +33%
CFP
3692
Curran Financial Partners
South Carolina
$552K -$72K -266 -12%
SBF
3693
Sara-Bay Financial
Florida
$552K +$43.3K +160 +9%
WRM
3694
Weybosset Research & Management
Rhode Island
$549K
RA
3695
Resolute Advisors
California
$549K +$31.4K +116 +6%
BMD
3696
Better Money Decisions
New Mexico
$547K +$33.3K +123 +6%
OMC
3697
Oasis Management Company
Cayman Islands
$542K
SPWG
3698
Sage Private Wealth Group
Illinois
$541K +$49.6K +183 +10%
PWS
3699
Private Wealth Strategies
Ohio
$540K -$135K -497 -20%
MFA
3700
McClarren Financial Advisors
Pennsylvania
$540K -$8.11K -30 -1%