MSFT icon

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 %
CCP
901
Corient Capital Partners
California
$39.9M +$1.66M +7,046 +4%
DP
902
Dearborn Partners
Illinois
$39.9M -$4.12M -17,467 -9%
DWM
903
Destination Wealth Management
California
$39.9M +$892K +3,784 +2%
MIA
904
MainStreet Investment Advisors
Illinois
$39.8M -$3.39M -14,399 -8%
Jones Financial Companies
905
Jones Financial Companies
Missouri
$39.7M +$1.17M +4,946 +3%
LMIM
906
Lockheed Martin Investment Management
Maryland
$39.6M -$5.29M -22,430 -12%
AHB
907
Abner Herrman & Brock
New Jersey
$39.6M -$4.72M -20,003 -11%
HP
908
Hound Partners
New York
$39.6M -$5.92M -25,125 -13%
AAS
909
Avantax Advisory Services
Texas
$39.5M +$2.36M +9,991 +6%
WA
910
WestEnd Advisors
North Carolina
$39.5M +$220K +935 +0.6%
BAM
911
Bellevue Asset Management
Washington
$39.4M -$2.05M -8,640 -5%
CAMG
912
CWA Asset Management Group
Florida
$39.4M +$6.2M +26,282 +19%
CISOA
913
Capital Investment Services of America
Wisconsin
$39.3M -$444K -1,882 -1%
CTA
914
Colonial Trust Advisors
South Carolina
$39.3M -$561K -2,378 -1%
GIM
915
Grassi Investment Management
California
$38.9M +$113K +479 +0.3%
JCM
916
JS Capital Management
New York
$38.9M +$16.1M +68,100 +70%
GWM
917
Geneos Wealth Management
Colorado
$38.8M -$4.04M -16,014 -9%
PPCM
918
Pillar Pacific Capital Management
California
$38.7M +$269K +1,139 +0.7%
HCM
919
Hilton Capital Management
New York
$38.7M -$995K -4,222 -3%
CA
920
CapWealth Advisors
Tennessee
$38.7M -$398K -1,686 -1%
VFA
921
Valeo Financial Advisors
Indiana
$38.6M -$20.8M -104,891 -35%
OCAM
922
Onex Canada Asset Management
Ontario, Canada
$38.6M -$14.5M -61,373 -27%
SFA
923
Sequoia Financial Advisors
Ohio
$38.5M +$2.81M +11,931 +8%
MFM
924
MD Financial Management
Ontario, Canada
$38.5M +$38.4M +163,067 +42,688%
AF
925
Alerus Financial
North Dakota
$38.5M -$37.9M -160,611 -50%