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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 %
BWM
3701
Blossom Wealth Management
California
$537K +$45.8K +169 +9%
RIM
3702
Reliant Investment Management
Tennessee
$537K +$173K +640 +48%
ADIM
3703
Alpha DNA Investment Management
Maryland
$532K -$66.9K -247 -11%
EW
3704
Element Wealth
Mississippi
$524K +$28.2K +104 +6%
PDM
3705
Penn Davis McFarland
Texas
$523K +$27.9K +103 +6%
RC
3706
Rovin Capital
Arizona
$522K +$11.1K +41 +2%
HWM
3707
HighMark Wealth Management
Minnesota
$519K +$23.3K +86 +5%
ACM
3708
Alamar Capital Management
California
$516K
CA
3709
Corrado Advisors
New Jersey
$513K +$153K +565 +42%
WCP
3710
Welch Capital Partners
New York
$512K
ARM
3711
Adirondack Research & Management
New York
$508K -$7.85K -29 -2%
FA
3712
Faithward Advisors
Pennsylvania
$506K
FEG
3713
Financial Enhancement Group
Indiana
$502K -$187K -689 -27%
AL
3714
ACAS LLC
California
$501K -$13.5K -50 -3%
CCA
3715
Conservest Capital Advisors
Pennsylvania
$501K +$271 +1 +0.1%
BIA
3716
BHK Investment Advisors
Alabama
$498K +$56.6K +209 +13%
BF
3717
Blankinship & Foster
California
$496K
WCM
3718
Wealthcare Capital Management
Virginia
$492K -$13.3K -49 -3%
BAM
3719
Banta Asset Management
California
$492K
JC
3720
Jentner Corp
Ohio
$492K +$271 +1 +0.1%
CG
3721
Castellan Group
Kentucky
$488K
DFA
3722
DHJJ Financial Advisors
Illinois
$482K -$3.79K -14 -0.8%
PCM
3723
Piedmont Capital Management
Montana
$481K
MGWM
3724
Marks Group Wealth Management
Minnesota
$481K +$17K +63 +4%
LI
3725
LVZ Inc
Michigan
$479K +$542 +2 +0.1%