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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 %
MAA
926
Matrix Asset Advisors
New York
$38.5M -$553K -2,345 -1%
SCM
927
Sandler Capital Management
New York
$38.5M +$38.5M +163,230 New
CCMD
928
Cypress Capital Management (Delaware)
Delaware
$38.4M -$2.8M -11,893 -7%
PAM
929
Palisade Asset Management
Minnesota
$38.3M +$113K +480 +0.3%
NCM
930
Narwhal Capital Management
Georgia
$38.2M +$651K +2,761 +2%
LBC
931
Lowe Brockenbrough & Co
Virginia
$38.2M +$3.37M +14,295 +10%
MIM
932
Manitou Investment Management
Ontario, Canada
$38.1M -$1.12M -4,770 -3%
SLI
933
Sumitomo Life Insurance
Japan
$38.1M -$982K -4,165 -3%
MA
934
Montag & Associates
Georgia
$38M +$1.52M +6,461 +4%
MIAN
935
Mariner Independent Advisor Network
Kansas
$38M +$74.3K +315 +0.2%
CAM
936
Capco Asset Management
Florida
$37.8M -$23.3K -99 -0.1%
FQ
937
First Quadrant
California
$37.8M -$1.41M -5,995 -4%
BOH
938
Bank of Hawaii
Hawaii
$37.7M -$510K -2,163 -1%
AAM
939
AO Asset Management
New York
$37.6M +$21.3M +90,500 +131%
RT
940
Rockland Trust
Massachusetts
$37.5M -$529K -2,243 -1%
Kovitz Investment Group Partners
941
Kovitz Investment Group Partners
Illinois
$37.4M +$72.9K +309 +0.2%
ACA
942
Anchor Capital Advisors
Massachusetts
$37.4M +$2.26M +9,568 +6%
APA
943
American Portfolios Advisors
New York
$37.4M +$4.67M +19,816 +14%
FFWA
944
FRG Family Wealth Advisors
Washington
$37.3M -$123K -521 -0.3%
CCM
945
Coerente Capital Management
Ontario, Canada
$37.2M +$37.2M +157,892 New
HAG
946
HighPoint Advisor Group
Illinois
$37.2M +$1.27M +4,975 +4%
LNB
947
Ledyard National Bank
$37.1M -$798K -3,384 -2%
AHC
948
Adell Harriman & Carpenter
Texas
$37M -$111K -470 -0.3%
PFO
949
Pathstone Family Office
New Jersey
$36.8M +$19.6M +83,082 +114%
DY
950
Dowling & Yahnke
California
$36.8M +$345K +1,465 +0.9%