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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 %
PPWM
3801
PFG Private Wealth Management
Florida
$341K +$341K +1,447 New
JFG
3802
JMG Financial Group
Illinois
$340K
SFPG
3803
Stonebridge Financial Planning Group
Florida
$339K
PWS
3804
Precision Wealth Strategies
Missouri
$337K +$52.6K +223 +19%
CFC
3805
Coyle Financial Counsel
Illinois
$336K -$159K -675 -32%
HWA
3806
Heartwood Wealth Advisors
Virginia
$334K +$4.48K +19 +1%
SC
3807
Steph & Co
Wisconsin
$333K -$3.3K -14 -1%
C1AG
3808
Client 1st Advisory Group
Florida
$332K
GWAM
3809
Guardian Wealth Advisors (Minnesota)
Minnesota
$331K -$3.54K -15 -1%
DMK
3810
David M. Knott
$330K
MC
3811
Machina Capital
France
$330K +$330K +1,400 New
BA
3812
Bellwether Advisors
Nebraska
$328K +$10.6K +45 +3%
TSA
3813
Tri-Star Advisors
Texas
$328K +$67.3K +258 +26%
QVT
3814
Quantitative Value Technologies
Kansas
$328K +$328K +1,390 New
AFG
3815
Arkansas Financial Group
Arkansas
$327K -$2.12K -9 -0.6%
FWM
3816
Filbrandt Wealth Management
Wisconsin
$320K +$8.74K +37 +3%
SWM
3817
Shakespeare Wealth Management
Wisconsin
$319K +$236 +1 +0.1%
TIM
3818
Total Investment Management
Arizona
$318K -$42.4K -269 -12%
RIM
3819
Reliant Investment Management
Tennessee
$316K -$37.7K -160 -11%
SA
3820
Sicart Associates
New York
$316K +$61.7K +262 +24%
NFP
3821
Novak Financial Planning
Maryland
$315K +$236 +1 +0.1%
PFG
3822
Piershale Financial Group
Illinois
$315K +$2.35K +10 +0.8%
CA
3823
Corrado Advisors
New Jersey
$314K +$21.7K +92 +7%
KTA
3824
Keeley-Teton Advisors
Illinois
$310K
SFA
3825
Seneca Financial Advisors
New York
$309K +$25.5K +108 +9%