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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 %
NIM
3826
NXG Investment Management
Texas
$314K -$4.18M -15,420 -93%
TSA
3827
Tri-Star Advisors
Texas
$313K -$27.6K -102 -8%
T
3828
TrueFG
Texas
$313K +$1.36K +5 +0.4%
MSWMA
3829
Market Street Wealth Management Advisors
Indiana
$311K -$124K -457 -28%
TFA
3830
Tobias Financial Advisors
Florida
$310K +$20.6K +76 +7%
TFA
3831
Tranquilli Financial Advisor
New Jersey
$308K +$16.8K +62 +6%
NEGWA
3832
New England Guild Wealth Advisors
Connecticut
$308K +$36.6K +135 +13%
HG
3833
Harbor Group
New Hampshire
$307K
IF
3834
Insight Folios
North Carolina
$306K +$306K +1,128 New
WC
3835
Weil Company
California
$305K +$16.5K +61 +6%
DGI
3836
Disciplined Growth Investors
Minnesota
$303K +$303K +1,120 New
FWM
3837
ForthRight Wealth Management
Georgia
$298K +$271 +1 +0.1%
NIA
3838
NIA Impact Advisors
California
$298K +$542 +2 +0.2%
SFMG
3839
Sage Financial Management Group
Virginia
$297K
CB
3840
Cooke & Bieler
Pennsylvania
$297K
CIAS
3841
CFS Investment Advisory Services
New Jersey
$297K +$297K +1,098 New
BFP
3842
Briaud Financial Planning
Texas
$293K -$12.2K -45 -4%
SEM
3843
Strategic Equity Management
Arizona
$291K
RHJA
3844
Rice Hall James & Associates
California
$290K
YMRC
3845
Yorktown Management & Research Company
Virginia
$290K
LL
3846
LPWM LLC
Minnesota
$287K
MWA
3847
Motive Wealth Advisors
Michigan
$285K +$285K +1,053 New
FCT
3848
Family Capital Trust
Massachusetts
$284K
QCM
3849
Quantinno Capital Management
New York
$284K
LAM
3850
Lountzis Asset Management
Pennsylvania
$284K