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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 %
FA
3926
Financial Advantage
Maryland
$171K
FFC
3927
Fure Financial Corporation
Minnesota
$163K +$470 +2 +0.3%
LWP
3928
Laurel Wealth Planning
Minnesota
$162K -$36.1K -153 -18%
M1FG
3929
Mach-1 Financial Group
Arkansas
$162K +$162K +689 New
TAM
3930
Tucker Asset Management
Colorado
$155K -$6.6K -28 -4%
CIR
3931
Clear Investment Research
Georgia
$149K +$236 +1 +0.2%
CPFP
3932
Clear Perspectives Financial Planning
Ohio
$145K
HSA
3933
Hussman Strategic Advisors
Maryland
$130K
MGI
3934
MayTech Global Investments
New York
$124K
AWM
3935
Avondale Wealth Management
Texas
$122K
HF
3936
Halpern Financial
Virginia
$120K +$24.3K +103 +25%
BHWM
3937
Bay Harbor Wealth Management
Maryland
$119K -$344K -1,456 -74%
RFP
3938
Roth Financial Partners
Texas
$118K +$118K +500 New
WIM
3939
Westside Investment Management
California
$111K +$6.86K +1,422 +7%
BBHC
3940
Brown Brothers Harriman & Co
New York
$109K -$4.64K -19,657 -4%
JWBC
3941
John W. Brooker & Co
California
$107K -$3.08K -13 -3%
FPW
3942
Flagship Private Wealth
Massachusetts
$95.9K -$43.6K -175 -31%
CWA
3943
Carolina Wealth Advisors
South Carolina
$88K +$14.2K +60 +19%
NR
3944
Newfound Research
Massachusetts
$79K +$34.6K +147 +78%
MIH
3945
Meitav Investment House
Israel
$77K +$8.28K +35,115 +12%
Q
3946
QVR
California
$75K +$75K +317 New
SWM
3947
Strategic Wealth Management
Washington
$73K
SSWG
3948
Seven Springs Wealth Group
Tennessee
$72K -$6.85K -29 -9%
MWC
3949
MKD Wealth Coaches
Michigan
$71K
IWP
3950
IAG Wealth Partners
Wisconsin
$67K +$20.1K +85 +43%