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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 %
FSG
3751
Financial Strategies Group
Michigan
$430K -$678K -2,873 -61%
SCM
3752
Shapiro Capital Management
Georgia
$429K +$236 +1 +0.1%
APP
3753
Alpha Paradigm Partners
Illinois
$428K -$1.5M -6,351 -78%
JC
3754
Jentner Corp
Ohio
$428K -$22.6K -96 -5%
SPWG
3755
Sage Private Wealth Group
Illinois
$428K -$11.3K -48 -3%
BAM
3756
Banta Asset Management
California
$428K
BWM
3757
Blossom Wealth Management
California
$427K +$106K +451 +33%
CG
3758
Castellan Group
Kentucky
$424K
SMG
3759
Smart Money Group
Texas
$424K +$9.67K +41 +2%
DFA
3760
DHJJ Financial Advisors
Illinois
$424K +$12.3K +52 +3%
PD
3761
Planning Directions
Pennsylvania
$421K +$8.72K +37 +2%
BWP
3762
Bernardo Wealth Planning
Pennsylvania
$417K -$5.21M -22,123 -93%
LI
3763
LVZ Inc
Michigan
$416K -$1.65K -7 -0.4%
CFG
3764
Compton Financial Group
Maryland
$416K +$47.2K +200 +13%
SCM
3765
Seascape Capital Management
New Hampshire
$414K +$7.79K +33 +2%
Harris Associates
3766
Harris Associates
Illinois
$413K -$23.6K -100 -5%
CC
3767
Caxton Corporation
New Jersey
$413K +$144K +609 +53%
PCM
3768
Piedmont Capital Management
Montana
$412K -$927 -4 -0.2%
BWL
3769
Beacon Wealthcare LLC
North Carolina
$406K +$406K +1,721 New
MGWM
3770
Marks Group Wealth Management
Minnesota
$405K +$472 +2 +0.1%
I2I
3771
Insight 2811 Inc
Illinois
$401K
DWM
3772
Denver Wealth Management
Colorado
$399K +$399K +1,293 New
TSS
3773
Thomas Story & Son
Indiana
$398K +$41.2K +175 +12%
SFP
3774
Sterling Financial Planning
New Jersey
$393K -$11.8K -50 -3%
TFA
3775
TPG Financial Advisors
Oregon
$382K +$8.72K +37 +2%