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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 %
CCA
3701
Cadent Capital Advisors
Oklahoma
$504K +$71.7K +304 +17%
CFA
3702
Camarda Financial Advisors
Florida
$502K +$12.7K +54 +3%
QWM
3703
Quaker Wealth Management
New Jersey
$501K -$16.5K -70 -3%
BSWM
3704
Boston Standard Wealth Management
Massachusetts
$501K +$1.16K +5 +0.2%
DPI
3705
Diversified Portfolios Inc
Michigan
$500K -$54.5K -231 -10%
AFIA
3706
America First Investment Advisors
Nebraska
$499K
DWMG
3707
DB Wealth Management Group
California
$499K
DP
3708
Denver PWM
Colorado
$499K +$24.6K +117 +5%
NI
3709
NFC Investments
Tennessee
$498K
MWM
3710
MBE Wealth Management
Wisconsin
$496K -$6.84K -29 -1%
DA
3711
Doliver Advisors
Texas
$488K +$161K +685 +49%
PWC
3712
PYA Waltman Capital
Tennessee
$485K
PFC
3713
Poplar Forest Capital
California
$484K -$377K -1,600 -44%
EMG
3714
Ellington Management Group
Connecticut
$483K +$16.3K +69 +3%
IDA
3715
Intelligence Driven Advisers
California
$480K -$134K -568 -22%
MFA
3716
McClarren Financial Advisors
Pennsylvania
$478K -$96.7K -410 -17%
WRM
3717
Weybosset Research & Management
Rhode Island
$477K +$477K +2,025 New
RWG
3718
Ratio Wealth Group
Colorado
$476K +$6.13K +26 +1%
SCA
3719
Stuart Chaussee & Associates
California
$474K +$54.7K +232 +13%
OMC
3720
Oasis Management Company
Cayman Islands
$472K
AI
3721
ArchPoint Investors
Florida
$472K
ONGA
3722
O'Neil Global Advisors
California
$472K +$472K +2,000 New
VCG
3723
Vantage Consulting Group
Virginia
$468K +$124K +525 +36%
KWP
3724
Keystone Wealth Partners
Arizona
$468K +$154K +655 +49%
SCP
3725
Silverleafe Capital Partners
Tennessee
$467K