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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 %
HL
1501
HeadInvest LLC
Maine
$15.2M -$535K -2,270 -3%
ANBT
1502
American National Bank & Trust
Texas
$15.2M -$341K -1,447 -2%
SBCM
1503
Schwerin Boyle Capital Management
Massachusetts
$15.2M -$177K -750 -1%
EP
1504
Eudaimonia Partners
Tennessee
$15.2M +$972K +4,123 +7%
SHGA
1505
Sand Hill Global Advisors
California
$15.2M -$610K -2,588 -4%
LWANC
1506
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.1M -$37.5K -159 -0.2%
TW
1507
Transform Wealth
Colorado
$15.1M +$399K +1,691 +3%
CWM
1508
CMH Wealth Management
New Hampshire
$15.1M -$11.8K -50 -0.1%
MIP
1509
Marietta Investment Partners
Wisconsin
$15.1M -$762K -3,231 -5%
PBC
1510
Pavion Blue Capital
California
$15.1M +$13.5M +57,319 +853%
RP
1511
Rice Partnership
Hawaii
$15.1M -$135K -573 -0.9%
IGGA
1512
Iron Gate Global Advisors
Utah
$15.1M +$5.77M +24,493 +62%
SV
1513
Sturgeon Ventures
United Kingdom
$15.1M +$236K +1,000 +2%
YWP
1514
YorkBridge Wealth Partners
New York
$15M +$529K +2,244 +4%
BFM
1515
Boothbay Fund Management
New York
$15M +$5.49M +23,305 +58%
GRP
1516
Global Retirement Partners
California
$15M +$348K +1,478 +2%
SWM
1517
Soundmark Wealth Management
Washington
$14.9M -$294K -1,249 -2%
RWA
1518
River Wealth Advisors
Pennsylvania
$14.9M +$500K +2,120 +3%
PIM
1519
Parker Investment Management
California
$14.9M -$469K -1,988 -3%
ACM
1520
Allred Capital Management
Texas
$14.9M +$28.1K +119 +0.2%
FDCC
1521
Foster Dykema Cabot & Co
Massachusetts
$14.8M -$103K -435 -0.7%
TCA
1522
Transcend Capital Advisors
New Jersey
$14.8M +$748K +3,172 +5%
RWM
1523
RKL Wealth Management
Pennsylvania
$14.8M -$678K -2,876 -4%
KA
1524
Kovack Advisors
Florida
$14.8M +$1.2M +5,089 +9%
FMTC
1525
Farmers & Merchants Trust Company
California
$14.8M +$357K +1,513 +2%