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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 %
MAM
1526
Morse Asset Management
Connecticut
$14.7M +$71.9K +305 +0.5%
NEAM
1527
New England Asset Management
Connecticut
$14.6M -$1.31M -5,546 -8%
BFA
1528
Benedict Financial Advisors
Georgia
$14.6M -$381K -1,615 -3%
LBD
1529
Landsberg Bennett & Dubbaneh
Florida
$14.6M -$469K -1,935 -3%
WIC
1530
Woodmont Investment Counsel
Tennessee
$14.5M -$9.67K -41 -0.1%
HC
1531
Hendley & Co
Ohio
$14.5M -$79K -335 -0.5%
CCM
1532
Crossvault Capital Management
Texas
$14.4M -$793K -3,364 -5%
UHC
1533
Union Heritage Capital
Michigan
$14.4M +$14.4M +61,120 New
TA
1534
TruWealth Advisors
Louisiana
$14.4M +$838K +3,554 +6%
TAM
1535
Trust Asset Management
Texas
$14.4M +$2.55M +10,809 +22%
PAIM
1536
Punch & Associates Investment Management
Minnesota
$14.4M +$326K +1,383 +2%
BB
1537
Berkshire Bank
Massachusetts
$14.4M -$477K -2,025 -3%
EFS
1538
Essex Financial Services
Connecticut
$14.3M +$243K +1,032 +2%
ANRIA
1539
American National Registered Investment Advisor
Texas
$14.3M -$33K -140 -0.2%
DSC
1540
Duncker Streett & Co
Missouri
$14.3M -$812K -3,442 -5%
AIM
1541
Arcadia Investment Management
Michigan
$14.3M -$89.4K -379 -0.6%
VWM
1542
Venturi Wealth Management
Texas
$14.3M +$191K +809 +1%
MP
1543
McDonald Partners
Ohio
$14.2M +$98.3K +417 +0.7%
MCM
1544
Monarch Capital Management
Indiana
$14.2M -$389K -1,649 -3%
NPT
1545
Nixon Peabody Trust
Massachusetts
$14.2M +$91.7K +389 +0.7%
CAM
1546
Centre Asset Management
New York
$14.2M -$754K -3,200 -5%
ZIG
1547
Zuckerman Investment Group
Illinois
$14.2M +$337K +1,429 +2%
BDF
1548
Balasa Dinverno & Foltz
$14.2M +$1.63M +6,899 +13%
WA
1549
Winfield Associates
Ohio
$14.2M -$115K -488 -0.8%
DI
1550
Diligent Investors
California
$14.2M -$189K -801 -1%