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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 %
BIA
3901
Barry Investment Advisors
Massachusetts
$214K -$5.42K -23 -2%
JMF
3902
Johnson Midwest Financial
Iowa
$213K +$4.95K +21 +2%
BWA
3903
BlueSky Wealth Advisors
North Carolina
$213K +$213K +831 New
1CM
3904
1492 Capital Management
Wisconsin
$213K +$213K +905 New
TWP
3905
Total Wealth Planning
Ohio
$212K -$122K -519 -37%
MAS
3906
Managed Account Services
Florida
$212K -$3.29K -14 -2%
ICMP
3907
Integrated Capital Management (Pennsylvania)
Pennsylvania
$212K
TI
3908
Telemetry Investments
New York
$212K
RHFI
3909
Reilly Herbert Faulkner III
$212K +$212K +899 New
SWMG
3910
Sanchez Wealth Management Group
Florida
$211K +$211K +897 New
AAM
3911
Ameraudi Asset Management
New York
$210K +$210K +890 New
LC
3912
Lunia Capital
Texas
$209K -$11.7M -49,572 -98%
GIA
3913
Goodwin Investment Advisory
Georgia
$208K +$178K +753 +588%
APSP
3914
Asset Planning Services (Pennsylvania)
Pennsylvania
$208K +$208K +883 New
MWM
3915
Maltin Wealth Management
New Jersey
$208K +$208K +884 New
SP
3916
SWS Partners
Ohio
$207K +$207K +878 New
ECM
3917
Ensemble Capital Management
California
$206K -$410K -1,741 -67%
EWM
3918
Echo Wealth Management
Minnesota
$206K -$23.6K -100 -10%
PIN
3919
Prudent Investors Network
California
$205K +$205K +871 New
HPA
3920
High Probability Advisors
New York
$203K +$203K +861 New
TB
3921
Terril Brothers
Missouri
$200K +$200K +850 New
NHFG
3922
New Harbor Financial Group
Massachusetts
$200K +$200K +850 New
PI
3923
PEAK6 Investments
Illinois
$189K -$88.8M -376,891 -100%
VFIC
3924
Valley Forge Investment Consultants
Pennsylvania
$175K +$24K +102 +16%
PHAM
3925
Portland Hill Asset Management
United Kingdom
$172K +$90.4K +384 +111%