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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 %
PSIWM
3951
Paradigm Strategies in Wealth Management
Minnesota
$67K +$67K +283 New
EC
3952
Estate Counselors
Wisconsin
$65K
AWA
3953
Artemis Wealth Advisors
New York
$52.1K
ECU
3954
Eisler Capital (UK)
United Kingdom
$51K +$51K +21,771 New
EWM
3955
Elite Wealth Management
Washington
$46.5K +$282 +1,196 +0.6%
MG
3956
MilWealth Group
Wisconsin
$45.3K +$45.3K +192 New
WFA
3957
Wells Financial Advisors
Massachusetts
$40K -$82.4K -350 -67%
TJHA
3958
Thomas J. Herzfeld Advisors
Florida
$32K
IHWM
3959
Iron Horse Wealth Management
Iowa
$26K
DTIM
3960
Danda Trouve Investment Management
Kansas
$19K -$426K -1,795 -96%
CCMIC
3961
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$19K +$19K +80 New
GC
3962
Globeflex Capital
California
$18K
TIAM
3963
TT International Asset Management
United Kingdom
$16.5K -$6.84K -29,013 -29%
BSG
3964
Black Swift Group
Colorado
$15K -$1.27M -5,521 -99%
ARIS
3965
Advanced Research Investment Solutions
California
$15K
LIM
3966
Longfellow Investment Management
Massachusetts
$12K
LGWM
3967
Litman Gregory Wealth Management
California
$10K
SSC
3968
Syverson Strege & Co
Iowa
$10K +$10K +44 New
FGAM
3969
Financial Gravity Asset Management
Texas
$9.97K +$4.37K +4,185 +78%
AWMS
3970
Advocacy Wealth Management Services
Georgia
$8K +$1.29K +5 +19%
SC
3971
Saban Cheryl
$6K +$6K +24 New
AMC
3972
Asset Management Corp
Illinois
$5.31K -$344 -1,459 -6%
UFF
3973
USA Financial Formulas
Michigan
$5K -$6.67K -28 -57%
KIG
3974
Kessler Investment Group
Indiana
$4K
SWM
3975
Sugarloaf Wealth Management
Georgia
$2.27K +$928 +3,936 +69%