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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.

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 Market Value Shares Shares
Change
Shares
Change %
BHWM
3926
Bay Harbor Wealth Management
Maryland
$137K 504 +1 +0.2%
RFP
3927
Roth Financial Partners
Texas
$135K 500
TAM
3928
Tucker Asset Management
Colorado
$135K 497 -162 -25%
HF
3929
Halpern Financial
Virginia
$132K 488 -22 -4%
BBHC
3930
Brown Brothers Harriman & Co
New York
$131K 484,742 +23,770 +5%
AWM
3931
Avondale Wealth Management
Texas
$125K 460 -56 -11%
YU
3932
Yale University
Connecticut
$110K 407 +407 New
SPIA
3933
Strategic Point Investment Advisors
Rhode Island
$109K 404 +404 New
WIA
3934
Wealthstreet Investment Advisors
Texas
$107K 394 -110,436 -100%
JWBC
3935
John W. Brooker & Co
California
$104K 384 -68 -15%
PSIWM
3936
Paradigm Strategies in Wealth Management
Minnesota
$96K 353 +70 +25%
CWA
3937
Carolina Wealth Advisors
South Carolina
$90K 333 -40 -11%
NR
3938
Newfound Research
Massachusetts
$90K 333 -3 -0.9%
MWC
3939
MKD Wealth Coaches
Michigan
$81K 300
IWP
3940
IAG Wealth Partners
Wisconsin
$81K 299 +15 +5%
EC
3941
Estate Counselors
Wisconsin
$74K 274
EWM
3942
Elite Wealth Management
Washington
$62.3K 229,961 +32,609 +17%
AWA
3943
Artemis Wealth Advisors
New York
$59.9K 221
MG
3944
MilWealth Group
Wisconsin
$52K 192
H
3945
HoyleCohen
California
$48.1K 177,643 -1,989 -1%
WFA
3946
Wells Financial Advisors
Massachusetts
$46K 170
TJHA
3947
Thomas J. Herzfeld Advisors
Florida
$41K 152 +17 +13%
DTIM
3948
Danda Trouve Investment Management
Kansas
$35K 131 +51 +64%
IHWM
3949
Iron Horse Wealth Management
Iowa
$30K 110
GC
3950
Globeflex Capital
California
$21K 76