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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 %
EWA
751
Exencial Wealth Advisors
Oklahoma
$55.7M -$1.47M -6,249 -3%
FNT
752
First National Trust
Pennsylvania
$55.7M -$1.48M -6,289 -3%
CNAM
753
Campbell Newman Asset Management
Wisconsin
$55.6M -$903K -3,829 -2%
ACI
754
Alpha Cubed Investments
California
$55.6M +$658K +2,791 +1%
WPC
755
Waters Parkerson & Co
Louisiana
$55.5M -$413K -1,753 -0.7%
DIA
756
Davidson Investment Advisors
Montana
$55M -$1.52M -6,468 -3%
GL
757
Governors Lane
New York
$54.9M +$4.32M +18,330 +9%
GT
758
Greenleaf Trust
Michigan
$54.9M +$3.93M +16,668 +8%
BDS
759
Banco de Sabadell
Florida
$54.7M +$5.51M +23,494 +11%
KCM
760
Kanawha Capital Management
Virginia
$54.3M -$1.28M -5,439 -2%
CA
761
Cornerstone Advisors
North Carolina
$54.2M -$51.3M -217,400 -49%
CCM
762
Chilton Capital Management
Texas
$54.2M +$746K +3,166 +1%
SYBT
763
Stock Yards Bank & Trust
Kentucky
$54.1M +$466K +1,976 +0.9%
IC
764
IEQ Capital
California
$54M +$7.36M +31,221 +16%
CRC
765
Curi RMB Capital
Illinois
$53.9M +$4.08M +17,296 +8%
PTC
766
Philadelphia Trust Company
Pennsylvania
$53.8M -$415K -1,761 -0.8%
CWM
767
Calamos Wealth Management
Illinois
$53.6M +$5.85M +24,829 +12%
LWCA
768
Locust Wood Capital Advisers
New York
$53.5M -$1.13M -4,802 -2%
CCM
769
Compass Capital Management
Minnesota
$53.4M +$645K +2,736 +1%
SSWM
770
Smith Salley Wealth Management
North Carolina
$53.4M +$6.1M +25,878 +13%
LCS
771
Levin Capital Strategies
New York
$53.2M -$703K -2,980 -1%
GW
772
GW & Wade
Massachusetts
$53.2M +$4.59M +19,475 +9%
CLCM
773
Center Lake Capital Management
Florida
$53M -$9.43M -40,000 -15%
VFA
774
Voya Financial Advisors
Connecticut
$53M +$3.95M +17,056 +8%
NPA
775
Nichols & Pratt Advisers
Massachusetts
$53M +$30.8K +130 +0.1%