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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 %
LWM
1426
Lyell Wealth Management
California
$17.4M +$176K +747 +1%
CW
1427
CreativeOne Wealth
Kansas
$17.4M +$2.62M +11,102 +18%
FTC
1428
Farmers Trust Company
Ohio
$17.3M -$585K -2,480 -3%
PWM
1429
Perigon Wealth Management
California
$17.3M +$265K +1,123 +2%
TGCMU
1430
Titan Global Capital Management USA
New York
$17.2M +$4.61M +19,554 +37%
SIM
1431
Sentry Investment Management
Wisconsin
$17.2M -$86M -364,746 -83%
BAM
1432
Belpointe Asset Management
Nevada
$17.1M -$1.77M -7,689 -9%
SWA
1433
SFMG Wealth Advisors
Texas
$17.1M +$360K +1,527 +2%
AG
1434
Aravt Global
New York
$17M -$20M -84,898 -54%
IUHSA
1435
Itau Unibanco Holding S.A.
Brazil
$17M -$8.6M -36,377 -34%
PCA
1436
Pallas Capital Advisors
Massachusetts
$16.9M +$16.9M +68,430 New
CAM
1437
Covenant Asset Management
New Jersey
$16.9M +$50K +212 +0.3%
BCMO
1438
Buckingham Capital Management (Ohio)
Ohio
$16.9M -$18.9K -80 -0.1%
LWAC
1439
Laurel Wealth Advisors (California)
California
$16.8M -$10.1K -43 -0.1%
NGA
1440
Naples Global Advisors
Florida
$16.8M +$865K +3,670 +5%
EN1L
1441
Engine No 1 LLC
California
$16.8M -$5.66M -24,000 -25%
EAM
1442
EULAV Asset Management
Florida
$16.8M +$941K +3,993 +6%
C
1443
Chescapmanager
Maryland
$16.7M +$2.36M +10,000 +16%
BC
1444
Blackhill Capital
New Jersey
$16.7M
ECM
1445
Exchange Capital Management
Michigan
$16.7M +$315K +1,338 +2%
HCM
1446
Harvey Capital Management
Florida
$16.6M +$60.1K +255 +0.4%
SAM
1447
Sompo Asset Management
Japan
$16.6M -$618K -2,620 -4%
HIM
1448
Harbour Investment Management
Washington
$16.6M -$36.5K -155 -0.2%
CCM
1449
Cohen Capital Management
California
$16.6M
VCM
1450
Vision Capital Management
Oregon
$16.6M +$724K +3,070 +5%