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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 %
DIA
701
Dana Investment Advisors
Wisconsin
$62.7M -$1.44M -6,097 -2%
ACM
702
Advisors Capital Management
New Jersey
$62.7M +$3.97M +16,852 +7%
NL
703
NWAM LLC
Washington
$62.6M -$346K -1,468 -0.5%
KFC
704
Klingenstein Fields & Co
New York
$62.3M +$615K +2,607 +1%
SL
705
Summitry LLC
California
$62.3M +$7.23M +30,657 +13%
HMC
706
Harvard Management Company
Massachusetts
$61.7M -$132M -559,270 -68%
NIMI
707
Natixis Investment Managers International
France
$61.5M -$12.7M -53,866 -17%
SEM
708
Suncoast Equity Management
Florida
$61.2M +$1.24M +5,270 +2%
CW
709
Connectus Wealth
Ohio
$61.2M +$61.2M +245,546 New
UAM
710
UAS Asset Management
New York
$61.1M +$10.1M +42,659 +20%
SWP
711
Stratos Wealth Partners
Ohio
$61M +$4.24K +18 +0%
OWP
712
Obermeyer Wealth Partners
Colorado
$60.6M +$273K +1,156 +0.5%
NIM
713
Northeast Investment Management
Massachusetts
$60.5M -$74.5K -316 -0.1%
LCAM
714
London & Capital Asset Management
United Kingdom
$60.4M +$93.8K +398 +0.2%
ORI
715
Oak Ridge Investments
Illinois
$60.4M +$267K +1,131 +0.4%
IRF
716
IBM Retirement Fund
New York
$60.1M -$5.47M -23,199 -8%
ECM
717
Estabrook Capital Management
New York
$60.1M -$1.2M -5,105 -2%
PFP
718
Pinnacle Financial Partners
Tennessee
$60.1M -$1.57M -6,741 -3%
TC
719
TownSquare Capital
Utah
$59.9M +$4.87M +20,648 +9%
UM
720
Ulysses Management
New York
$59.9M
PCIG
721
Partners Capital Investment Group
Massachusetts
$59.7M +$6.62M +28,098 +12%
GIP
722
Granite Investment Partners
California
$59.6M +$5.56M +23,583 +10%
TCM
723
Tran Capital Management
California
$59.5M +$3.58M +15,178 +6%
RIG
724
Roosevelt Investment Group
New York
$59.5M +$629K +2,668 +1%
SSB
725
Sandy Spring Bank
Maryland
$59.3M -$452K -1,915 -0.8%