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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 %
HWA
3776
Heartwood Wealth Advisors
Virginia
$384K
HIM
3777
Hanlon Investment Management
New Jersey
$383K -$31.2K -115 -8%
C1AG
3778
Client 1st Advisory Group
Florida
$382K
PFG
3779
Piershale Financial Group
Illinois
$382K +$19.5K +72 +5%
WGCA
3780
Wolf Group Capital Advisors
Virginia
$380K +$103K +379 +37%
DMK
3781
David M. Knott
$379K
AA
3782
AlphaMark Advisors
Kentucky
$378K -$29K -107 -7%
YAL
3783
Your Advocates Ltd
Texas
$378K +$378K +1,395 New
BP
3784
BCK Partners
New York
$377K -$11.6K -43 -3%
GWAM
3785
Guardian Wealth Advisors (Minnesota)
Minnesota
$376K -$4.06K -15 -1%
AFG
3786
Arkansas Financial Group
Arkansas
$376K
CFS
3787
Cannon Financial Strategists
Georgia
$369K +$70.7K +261 +24%
HPA
3788
High Probability Advisors
New York
$369K +$136K +502 +58%
DT
3789
Daniels + Tansey
Delaware
$369K
LAS
3790
Lloyd Advisory Services
Georgia
$369K +$37.1K +137 +11%
FWM
3791
Filbrandt Wealth Management
Wisconsin
$367K -$271 -1 -0.1%
PA
3792
Prism Advisors
California
$365K -$36.3K -134 -9%
SFPG
3793
Stonebridge Financial Planning Group
Florida
$365K -$2.49K -9 -0.7%
JPLA
3794
Joseph P. Lucia & Associates
New York
$365K +$54.2K +200 +17%
SA
3795
Sicart Associates
New York
$364K
TWP
3796
Treybourne Wealth Planners
Indiana
$362K +$7.59K +28 +2%
SMG
3797
Smart Money Group
Texas
$361K -$5.3K -26 -1%
ASFA
3798
All Season Financial Advisors
Colorado
$358K +$358K +1,323 New
ICM
3799
Intrepid Capital Management
Florida
$356K +$95.9K +354 +37%
CFC
3800
Coyle Financial Counsel
Illinois
$352K -$33.8K -125 -9%