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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 %
MWM
3726
McNaughton Wealth Management
California
$479K +$58.8K +217 +14%
PPWM
3727
PFG Private Wealth Management
Florida
$479K +$87.4K +323 +22%
SCM
3728
Shapiro Capital Management
Georgia
$478K -$15.2K -56 -3%
CFG
3729
Compton Financial Group
Maryland
$478K
SCM
3730
Seascape Capital Management
New Hampshire
$475K -$271 -1 -0.1%
Harris Associates
3731
Harris Associates
Illinois
$474K
SG
3732
Strid Group
Pennsylvania
$474K +$62.3K +222 +15%
BWL
3733
Beacon Wealthcare LLC
North Carolina
$466K
PWS
3734
Precision Wealth Strategies
Missouri
$463K +$76.4K +282 +20%
CSIA
3735
Charles Schwab Investment Advisory
California
$462K -$39K -144 -8%
KIM
3736
Karpus Investment Management
New York
$461K -$2.37M -8,745 -84%
I2I
3737
Insight 2811 Inc
Illinois
$459K -$1.63K -6 -0.4%
BA
3738
Bellwether Advisors
Nebraska
$452K +$74.2K +274 +20%
SIMG
3739
Stephens Investment Management Group
Texas
$451K -$64.5K -238 -13%
TSS
3740
Thomas Story & Son
Indiana
$444K -$13.5K -50 -3%
TA
3741
Townsend & Associates
Colorado
$444K +$84.8K +306 +24%
SFP
3742
Sterling Financial Planning
New Jersey
$442K -$9.47K -35 -2%
CIR
3743
Clear Investment Research
Georgia
$442K +$271K +1,001 +158%
RI
3744
Ridgewood Investments
New Jersey
$440K -$445K -1,642 -50%
JFGLC
3745
Johnson Financial Group LLC (Colorado)
Colorado
$440K +$440K +1,623 New
JA
3746
JVL Associates
Michigan
$439K +$86K +317 +24%
NC
3747
NewSquare Capital
Pennsylvania
$431K +$149K +548 +53%
AFG
3748
Affinia Financial Group
Massachusetts
$428K -$1.15K -4 -0.3%
OPWM
3749
Oakwell Private Wealth Management
Texas
$427K +$427K +1,577 New
HCM
3750
Howard Capital Management
Georgia
$423K -$136K -1,007 -24%