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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 %
BFA
951
Bragg Financial Advisors
North Carolina
$36.4M +$354K +1,500 +1%
JWM
952
Jackson Wealth Management
Florida
$36.4M +$2.42M +10,281 +7%
CAM
953
Cidel Asset Management
Ontario, Canada
$36.4M +$11.6M +49,325 +47%
NHC
954
Nicholas Hoffman & Company
Georgia
$36.3M +$261K +1,106 +0.7%
GC
955
Grimes & Company
Massachusetts
$36.2M +$1.5M +6,368 +4%
ASN
956
Advisory Services Network
Georgia
$35.9M -$709K -3,008 -2%
NSAM
957
North Star Asset Management
Wisconsin
$35.9M -$260K -1,102 -0.7%
PA
958
Parallel Advisors
California
$35.8M +$675K +2,865 +2%
QIM
959
Quantitative Investment Management
Virginia
$35.8M +$35.8M +151,934 New
BDWM
960
Brewin Dolphin Wealth Management
Ireland
$35.8M +$558K +2,368 +2%
WAM
961
Wilsey Asset Management
California
$35.7M +$6.6K +28 +0%
CAM
962
Carret Asset Management
New York
$35.7M -$170K -723 -0.5%
MA
963
Mutual Advisors
Nebraska
$35.7M -$1.44M -6,119 -4%
TC
964
Telemus Capital
Michigan
$35.6M +$128K +515 +0.4%
VCM
965
Vigilant Capital Management
Maine
$35.6M -$97.6K -414 -0.3%
HI
966
Hoey Investments
Pennsylvania
$35.4M +$372K +1,576 +1%
EFM
967
E Fund Management
China
$35.4M +$35.4M +150,060 New
CFA
968
Carroll Financial Associates
North Carolina
$35.2M -$1.14M -4,832 -3%
CA
969
Clearstead Advisors
Ohio
$35.2M +$664K +2,818 +2%
BFO
970
Boston Family Office
Massachusetts
$35.1M -$390K -1,656 -1%
CIA
971
Choate Investment Advisors
Massachusetts
$34.9M +$164K +694 +0.5%
VIMU
972
Veritas Investment Management (UK)
United Kingdom
$34.9M -$731K -3,100 -2%
KPCM
973
Kings Point Capital Management
New York
$34.8M +$608K +2,580 +2%
KPWS
974
Kestra Private Wealth Services
Texas
$34.8M +$1.96M +8,304 +6%
NIA
975
Northstar Investment Advisors
Colorado
$34.8M -$596K -2,529 -2%