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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 %
MHIC
876
Marble Harbor Investment Counsel
Massachusetts
$42M -$1.6M -6,768 -4%
SBSB
877
Sullivan, Bruyette, Speros & Blaney
Virginia
$41.8M -$619K -2,624 -1%
CPH
878
C Partners Holding
Switzerland
$41.4M +$10.1M +42,985 +32%
VVP
879
Venture Visionary Partners
Ohio
$41.2M +$5.12M +21,719 +14%
WANY
880
Wealthspire Advisors (New York)
New York
$41M +$5.53M +23,467 +16%
WIC
881
Willis Investment Counsel
Georgia
$41M +$4.23M +17,932 +12%
Diamond Hill Capital Management
882
Diamond Hill Capital Management
Ohio
$41M -$2.74M -11,620 -6%
ECM
883
Everence Capital Management
Indiana
$40.8M
KOCAA
884
Knights of Columbus Asset Advisors
Connecticut
$40.8M +$2.6M +11,012 +7%
ERIM
885
Eagle Ridge Investment Management
Connecticut
$40.8M -$4.12M -17,493 -9%
OA
886
Oak Associates
Ohio
$40.8M +$1.18K +5 +0%
TCOV
887
Trust Company of Vermont
Vermont
$40.7M +$22.6K +96 +0.1%
BOTW
888
Bank of the West
California
$40.5M +$265K +1,123 +0.7%
CIA
889
Capital Investment Advisors
Georgia
$40.5M +$277K +1,174 +0.7%
JWBC
890
J.W. Burns & Co
New York
$40.4M -$504K -2,136 -1%
BC
891
Burney Company
Virginia
$40.4M +$373K +1,584 +0.9%
FBB
892
Fulton Breakefield Broenniman
Maryland
$40.3M +$6.58M +27,911 +20%
BCAM
893
Boston Common Asset Management
Massachusetts
$40.3M -$218K -926 -0.5%
JMFC
894
J.M. Forbes & Co
Massachusetts
$40.3M +$33.7K +143 +0.1%
GC
895
Guardian Capital
Ontario, Canada
$40.2M +$59.2K +251 +0.1%
BTP
896
Bloom Tree Partners
New York
$40.2M -$5.62M -23,818 -12%
MFAM
897
Motley Fool Asset Management
Virginia
$40.2M -$911K -3,862 -2%
BBA
898
BLB&B Advisors
Pennsylvania
$40.2M -$3.37M -14,307 -8%
ALAM
899
Asahi Life Asset Management
Japan
$40M -$6.67M -28,308 -14%
MGIA
900
Matthew Goff Investment Advisor
Texas
$40M -$517K -2,193 -1%