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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 %
MSWMA
3776
Market Street Wealth Management Advisors
Indiana
$378K
AFG
3777
Affinia Financial Group
Massachusetts
$374K -$148K -594 -28%
BP
3778
BCK Partners
New York
$374K +$1.04K +4 +0.3%
CWM
3779
Chicago Wealth Management
Illinois
$370K +$370K +1,568 New
LIM
3780
Lagoda Investment Management
New York
$368K
MWM
3781
McNaughton Wealth Management
California
$365K +$19.1K +81 +6%
ODIJL
3782
One Day In July LLC
Vermont
$365K +$34.9K +148 +11%
DC
3783
Defender Capital
North Carolina
$364K -$23.1K -98 -6%
TC
3784
Tatro Capital
Kentucky
$364K -$5.89K -25 -2%
BIA
3785
BHK Investment Advisors
Alabama
$363K
HIM
3786
Hanlon Investment Management
New Jersey
$360K -$8.72K -37 -2%
BCM
3787
Beddow Capital Management
Wyoming
$360K
BWM
3788
Benchmark Wealth Management
Connecticut
$359K -$28.3K -120 -7%
HWA
3789
Hilltop Wealth Advisors
North Carolina
$357K
APC
3790
Asset Planning Corporation
Tennessee
$357K
FI
3791
FormulaFolio Investments
Michigan
$355K -$19.6M -79,870 -98%
SM
3792
SG3 Management
Puerto Rico
$354K -$1.3M -5,500 -79%
AA
3793
AlphaMark Advisors
Kentucky
$354K -$39.1K -166 -10%
TP
3794
Truvvo Partners
New York
$354K +$707 +3 +0.2%
FWP
3795
Falcon Wealth Planning
California
$350K +$19.3K +82 +6%
RA
3796
Resolute Advisors
California
$350K +$328K +1,791 +1,480%
PA
3797
Prism Advisors
California
$349K -$38.6K -164 -10%
SCA
3798
Sippican Capital Advisors
Massachusetts
$347K
SG
3799
Strid Group
Pennsylvania
$346K +$12.7K +54 +4%
RP
3800
Reinhart Partners
Wisconsin
$343K