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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 %
PL
651
Parthenon LLC
Kentucky
$71.7M +$400K +1,696 +0.6%
IAA
652
Independent Advisor Alliance
North Carolina
$71.6M +$3.15M +13,349 +5%
Balyasny Asset Management
653
Balyasny Asset Management
Illinois
$71.6M -$105M -444,161 -59%
HFS
654
Hantz Financial Services
Michigan
$71.3M +$4.19M +17,754 +6%
PWP
655
Private Wealth Partners
California
$71.1M -$130K -553 -0.2%
NA
656
NewEdge Advisors
Louisiana
$71M -$1.1M -4,672 -2%
GGHC
657
Gilder Gagnon Howe & Co
New York
$70.9M +$3.61M +15,292 +5%
GIA
658
Guyasuta Investment Advisors
Pennsylvania
$70.8M -$1.33M -5,625 -2%
GJIC
659
Gamble Jones Investment Counsel
California
$70.4M -$1.73M -7,335 -2%
QIM
660
Quest Investment Management
Oregon
$70.3M +$8.9M +37,756 +14%
CAN
661
Cetera Advisor Networks
California
$70.3M +$1.21M +5,151 +2%
CIPU
662
Caledonia Investments plc (UK)
United Kingdom
$69.8M
WB
663
WesBanco Bank
West Virginia
$69.8M +$69.8M +296,056 New
BG
664
Bollard Group
Massachusetts
$69.6M -$333K -1,413 -0.5%
MWM
665
Mission Wealth Management
California
$69.4M -$61.5K -261 -0.1%
CCM
666
Covington Capital Management
California
$69.4M -$2.02M -8,551 -3%
MCM
667
Maryland Capital Management
Maryland
$69.3M +$64.1K +272 +0.1%
CTC
668
Central Trust Company
Missouri
$69.3M +$373K +1,583 +0.5%
OCM
669
Osterweis Capital Management
California
$69M -$534K -2,265 -0.8%
ISL
670
Ingalls & Snyder LLC
New York
$68.9M -$1.39M -5,884 -2%
MCM
671
McKinley Capital Management
Alaska
$68.7M -$626K -2,657 -0.9%
NEI
672
Northwest & Ethical Investments
Ontario, Canada
$68.7M +$748K +3,173 +1%
KA
673
Kintegral Advisory
New York
$68.3M
MI
674
Markston International
New York
$67.6M -$1.39M -5,908 -2%
VIP
675
Vantage Investment Partners
Missouri
$67.6M +$22.9M +97,060 +51%