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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 %
LIM
3751
Lagoda Investment Management
New York
$423K
JWM
3752
JFG Wealth Management
Colorado
$419K +$419K +1,548 New
ODIJL
3753
One Day In July LLC
Vermont
$418K -$1.08K -4 -0.3%
BA
3754
Ballew Advisors
Mississippi
$417K -$428K -1,520 -51%
TFA
3755
TPG Financial Advisors
Oregon
$413K -$26.3K -97 -6%
BCM
3756
Beddow Capital Management
Wyoming
$413K
BWM
3757
Benchmark Wealth Management
Connecticut
$413K
TLFA
3758
True Link Financial Advisors
California
$411K -$1.44M -5,320 -78%
HWA
3759
Hilltop Wealth Advisors
North Carolina
$410K
APC
3760
Asset Planning Corporation
Tennessee
$410K
TC
3761
Tatro Capital
Kentucky
$408K -$10.3K -38 -2%
TP
3762
Truvvo Partners
New York
$408K +$1.08K +4 +0.3%
CL
3763
CSS LLC
Illinois
$406K +$406K +1,500 New
SCP
3764
Silverleafe Capital Partners
Tennessee
$402K -$136K -500 -25%
BWA
3765
BlueSky Wealth Advisors
North Carolina
$399K +$168K +605 +73%
CWM
3766
Chicago Wealth Management
Illinois
$398K -$27.1K -100 -6%
SCA
3767
Sippican Capital Advisors
Massachusetts
$398K
LC
3768
Lunia Capital
Texas
$396K +$156K +575 +65%
RP
3769
Reinhart Partners
Wisconsin
$394K
FAM
3770
Fulcrum Asset Management
United Kingdom
$391K -$528K
FI
3771
FormulaFolio Investments
Michigan
$391K +$271 +1 +0.1%
JFG
3772
JMG Financial Group
Illinois
$390K
AGA
3773
Arkos Global Advisors
Texas
$390K +$40.6K +150 +12%
SSWG
3774
Seven Springs Wealth Group
Tennessee
$387K +$304K +1,122 +368%
CAM
3775
CenterStar Asset Management
Illinois
$386K -$2.06M