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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 %
TWP
3826
Treybourne Wealth Planners
Indiana
$308K +$73.2K +311 +31%
USGIU
3827
U.S. Global Investors (USGI)
Texas
$307K
JA
3828
JVL Associates
Michigan
$307K +$4.72K +20 +2%
AWM
3829
AAF Wealth Management
Massachusetts
$307K -$104K -440 -25%
TA
3830
Townsend & Associates
Colorado
$306K +$306K +1,296 New
AGA
3831
Arkos Global Advisors
Texas
$304K +$304K +1,291 New
FC
3832
Fairpointe Capital
Illinois
$303K -$199K -846 -40%
DT
3833
Daniels + Tansey
Delaware
$301K -$13K -55 -4%
LIC
3834
Laurus Investment Counsel
Canada
$298K
LWIC
3835
Leith Wheeler Investment Counsel
British Columbia, Canada
$297K +$23.4K +99 +9%
OF
3836
Outfitter Financial
Maine
$297K +$76.6K +325 +35%
MAP
3837
Milestone Advisory Partners
North Carolina
$295K
HG
3838
Harbor Group
New Hampshire
$291K +$51.7K +201 +22%
MAM
3839
MMA Asset Management
Pennsylvania
$290K +$49.2K +209 +20%
EPP
3840
ETF Portfolio Partners
Kansas
$289K
LAS
3841
Lloyd Advisory Services
Georgia
$289K +$202K +856 +231%
OCPWS
3842
One Charles Private Wealth Services
Massachusetts
$286K -$47.2K -200 -14%
SL
3843
Stevard LLC
Illinois
$283K -$2.23M -9,443 -89%
BWM
3844
Biltmore Wealth Management
Arizona
$281K -$340K -1,443 -55%
NCP
3845
NexWave Capital Partners
New York
$281K -$56.2K -238 -17%
HCIA
3846
Hochman Cole Investment Advisors
Illinois
$279K +$236 +1 +0.1%
CI
3847
Chartist Inc
California
$275K +$471 +2 +0.2%
TC
3848
Trilogy Capital
California
$274K +$45K +191 +20%
T
3849
TrueFG
Texas
$271K
JPLA
3850
Joseph P. Lucia & Associates
New York
$270K +$16.5K +70 +7%