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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 %
FCMC
1026
Founders Capital Management (Connecticut)
Connecticut
$31.9M +$928K +3,934 +3%
TCM
1027
Tufton Capital Management
Maryland
$31.8M +$202K +856 +0.6%
TAIM
1028
Te Ahumairangi Investment Management
New Zealand
$31.8M +$3.53M +14,990 +13%
WI
1029
Wintrust Investments
Illinois
$31.6M +$3.66M +15,503 +13%
BWFA
1030
Baltimore-Washington Financial Advisors
Maryland
$31.5M -$95K -403 -0.3%
RMC
1031
Resources Management Corp
Connecticut
$31.4M -$589K -2,500 -2%
LA
1032
Lynch & Associates
Indiana
$31.2M -$662K -2,806 -2%
GI
1033
Gradient Investments
Minnesota
$31.1M +$10.7M +45,443 +52%
OSAM
1034
O'Shaughnessy Asset Management
Connecticut
$31.1M +$3.38M +14,323 +12%
CCP
1035
Clarkston Capital Partners
Michigan
$31.1M +$6.45M +27,336 +26%
LRPA
1036
L. Roy Papp & Associates
Arizona
$31.1M -$8.92M -37,843 -22%
ACM
1037
Anomaly Capital Management
New York
$31M +$20.4M +86,554 +192%
BPM
1038
Blue Pool Management
Hong Kong
$30.9M +$1.11M +4,700 +4%
HWA
1039
Heritage Wealth Advisors
Virginia
$30.9M +$74.7K +317 +0.2%
LW
1040
Linscomb Wealth
Texas
$30.8M -$141K -596 -0.5%
MAM
1041
Majedie Asset Management
United Kingdom
$30.8M +$2.37M +10,055 +8%
SIM
1042
Sonora Investment Management
Arizona
$30.8M -$970K -4,113 -3%
LSV Asset Management
1043
LSV Asset Management
Illinois
$30.7M -$3.21M -13,600 -9%
RFA
1044
Reilly Financial Advisors
California
$30.6M +$895K +3,795 +3%
BCM
1045
BTC Capital Management
Iowa
$30.5M +$3.46M +14,693 +13%
UBV
1046
United Bank (Virginia)
Virginia
$30.4M -$270K -1,146 -0.9%
TCOT
1047
Trust Company of Toledo
Ohio
$30.3M -$856K -3,630 -3%
WSTAM
1048
Wilbanks Smith & Thomas Asset Management
Virginia
$30.2M +$338K +1,432 +1%
JCM
1049
Janney Capital Management
Pennsylvania
$30.1M -$3.27M -13,859 -10%
AW
1050
ACG Wealth
Georgia
$30.1M -$1.07M -4,532 -3%