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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 %
FCT
3876
Family Capital Trust
Massachusetts
$248K
LAM
3877
Lountzis Asset Management
Pennsylvania
$248K
NC
3878
NewSquare Capital
Pennsylvania
$246K -$11.8K -50 -5%
WGCA
3879
Wolf Group Capital Advisors
Virginia
$242K
SC
3880
Saybrook Capital
North Carolina
$241K
OAJ
3881
Ogorek Anthony Joseph
New York
$241K +$122K +520 +103%
HCA
3882
Hyperion Capital Advisors
New York
$237K
NWA
3883
Navis Wealth Advisors
New York
$237K +$708 +3 +0.3%
IFA
3884
Interactive Financial Advisors
Illinois
$236K
NEGWA
3885
New England Guild Wealth Advisors
Connecticut
$236K +$236 +1 +0.1%
AIA
3886
Armor Investment Advisors
North Carolina
$236K +$3.77K +16 +2%
KCM
3887
Kendall Capital Management
Maryland
$235K
GWAG
3888
Garrett Wealth Advisory Group
Texas
$234K -$11.8K -50 -5%
GC
3889
Gibson Capital
Pennsylvania
$233K
MWM
3890
MorganRosel Wealth Management
Colorado
$231K -$959K -4,064 -81%
ICM
3891
Intrepid Capital Management
Florida
$226K -$4K -17 -2%
CFGF
3892
Compass Financial Group (Florida)
Florida
$225K -$9.41K -40 -4%
SFA
3893
Spectrum Financial Alliance
Kentucky
$225K
TWM
3894
Tanglewood Wealth Management
Texas
$224K
BA
3895
BCM Advisors
Louisiana
$222K +$222K +851 New
G
3896
Gainplan
Michigan
$221K -$85.3K -363 -28%
GIM
3897
Greylin Investment Management
Virginia
$220K -$41.2K -175 -16%
WFPG
3898
Waller Financial Planning Group
Ohio
$218K
PFA
3899
Peak Financial Advisors
Colorado
$217K -$3.3K -14 -1%
FSWA
3900
Financial Synergies Wealth Advisors
Texas
$214K -$27.6K -117 -11%