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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 %
AAM
3851
Arabesque Asset Management
United Kingdom
$270K +$270K +1,144 New
AWM
3852
Altus Wealth Management
Kentucky
$268K
BFP
3853
Briaud Financial Planning
Texas
$266K +$47.2K +200 +22%
WFA
3854
Websterrogers Financial Advisors
South Carolina
$265K
BC
3855
Barnett & Company
Tennessee
$261K
CFS
3856
Cannon Financial Strategists
Georgia
$260K -$1.42K -6 -0.5%
SFMG
3857
Sage Financial Management Group
Virginia
$259K -$13.7K -58 -5%
CB
3858
Cooke & Bieler
Pennsylvania
$259K
FWM
3859
ForthRight Wealth Management
Georgia
$259K +$236 +1 +0.1%
NIA
3860
NIA Impact Advisors
California
$259K +$472 +2 +0.2%
MM
3861
Meridian Management
Arkansas
$257K -$4.71K -20 -2%
AIS
3862
American Investment Services
Massachusetts
$257K
SEM
3863
Strategic Equity Management
Arizona
$254K +$10.9K +46 +4%
RHJA
3864
Rice Hall James & Associates
California
$253K -$77.7K -329 -24%
TFA
3865
Tranquilli Financial Advisor
New Jersey
$253K +$253K +1,075 New
RWA
3866
RGT Wealth Advisors
Texas
$252K -$587K -2,484 -70%
YMRC
3867
Yorktown Management & Research Company
Virginia
$252K -$226K -960 -47%
AC
3868
AlphaCore Capital
California
$252K -$49.6K -210 -16%
TFA
3869
Tobias Financial Advisors
Florida
$252K -$16.7K -71 -6%
LL
3870
LPWM LLC
Minnesota
$251K -$12.1K -50 -5%
WC
3871
Weil Company
California
$251K +$235 +1 +0.1%
AOG
3872
Alpha Omega Group
Virginia
$250K -$47.1K -200 -16%
TPCM
3873
Three Peaks Capital Management
Colorado
$250K -$1.65K -7 -0.7%
TM
3874
Titan Managers
Arizona
$249K +$249K +1,054 New
QCM
3875
Quantinno Capital Management
New York
$248K