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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 %
AP
1076
Appleton Partners
Massachusetts
$28.7M +$422K +1,790 +1%
IWC
1077
Integrated Wealth Concepts
Massachusetts
$28.6M +$2.08M +8,817 +8%
AIM
1078
Avity Investment Management
Connecticut
$28.6M -$352K -1,495 -1%
FB
1079
Fulton Bank
Pennsylvania
$28.6M -$1.33M -5,659 -4%
BCM
1080
Bridgeway Capital Management
Texas
$28.5M -$2.55M -10,800 -8%
DWM
1081
Dakota Wealth Management
Florida
$28.5M +$998K +4,235 +4%
FNFDCM
1082
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$28.5M -$244K -1,036 -0.8%
DP
1083
DSAM Partners
United Kingdom
$28.5M -$3.44M -14,593 -11%
VWM
1084
Valley Wealth Managers
New Jersey
$28.5M +$531K +2,253 +2%
HCM
1085
Horiko Capital Management
New York
$28.4M +$2.75M +11,668 +11%
GIM
1086
Goelzer Investment Management
Indiana
$28.4M -$1.41M -5,999 -5%
FG
1087
Fiduciary Group
Georgia
$28.3M +$865K +3,429 +3%
GCM
1088
Graham Capital Management
Connecticut
$28.3M -$13.9M -58,940 -33%
TI
1089
Tidal Investments
Wisconsin
$28.2M +$13M +55,110 +86%
FHA
1090
First Horizon Advisors
Tennessee
$28.1M +$434K +1,839 +2%
CA
1091
Claar Advisors
New York
$28.1M -$28.3K -120 -0.1%
WAM
1092
Weatherly Asset Management
California
$28M +$162K +686 +0.6%
FWM
1093
Frontier Wealth Management
Missouri
$27.9M +$1.07M +4,542 +4%
PA
1094
PFG Advisors
Arizona
$27.9M +$15.9M +67,400 +133%
VPIM
1095
Vanguard Personalized Indexing Management
California
$27.8M +$8.46M +35,891 +44%
BAAM
1096
Baker Avenue Asset Management
California
$27.8M +$803K +3,407 +3%
PWAG
1097
Polaris Wealth Advisory Group
California
$27.8M +$3.52M +13,774 +15%
CA
1098
Callahan Advisors
Texas
$27.7M -$597K -2,531 -2%
BLAM
1099
Bourne Lent Asset Management
New York
$27.7M -$48.3K -205 -0.2%
RC
1100
Roundview Capital
New Jersey
$27.6M +$1.25M +5,295 +5%