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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 %
RIM
1576
Regent Investment Management
Kentucky
$13.6M +$130K +553 +1%
APSI
1577
Asset Planning Services Inc
Louisiana
$13.6M -$248K -1,050 -2%
BL
1578
BFSG LLC
California
$13.5M -$680K -2,883 -5%
BRM
1579
Boston Research & Management
Massachusetts
$13.5M -$213K -904 -2%
TW
1580
TrinityPoint Wealth
Connecticut
$13.5M -$70.7K -300 -0.5%
TFS
1581
Thoroughbred Financial Services
Tennessee
$13.5M +$1.22M +5,183 +10%
VW
1582
Vantage Wealth
California
$13.5M
AC
1583
Arjuna Capital
North Carolina
$13.4M +$853K +3,618 +7%
KFA
1584
Kelleher Financial Advisors
New York
$13.4M +$2.4M +10,164 +22%
B
1585
Barings
North Carolina
$13.4M -$1.03M -4,379 -7%
AAM
1586
Azzad Asset Management
Virginia
$13.4M -$710K -3,010 -5%
AC
1587
Alley Company
Illinois
$13.4M -$833K -3,533 -6%
PA
1588
Perennial Advisors
New York
$13.4M -$116K -490 -0.9%
BAM
1589
Boyar Asset Management
New York
$13.3M -$234K -993 -2%
AWM
1590
Apollon Wealth Management
South Carolina
$13.3M +$4.62M +19,589 +53%
DPIM
1591
Duff & Phelps Investment Management
Illinois
$13.3M +$548K +2,325 +4%
MSFP
1592
Mark Sheptoff Financial Planning
Connecticut
$13.2M +$42K +178 +0.3%
OSNBOA
1593
Old Second National Bank of Aurora
Illinois
$13.2M -$240K -1,018 -2%
NAMM
1594
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.2M +$13.2M +56,105 New
WFG
1595
Wills Financial Group
Virginia
$13.2M +$22.2K +94 +0.2%
SAM
1596
Strategy Asset Managers
California
$13.2M -$377K -1,598 -3%
JAM
1597
JCIC Asset Management
Ontario, Canada
$13.2M +$516K +2,187 +4%
SAM
1598
Soditic Asset Management
United Kingdom
$13.2M +$6.67M +28,310 +103%
FMWA
1599
Forvis Mazars Wealth Advisors
Missouri
$13.1M -$5.67M -24,069 -30%
OPTFSNA
1600
Old Point Trust & Financial Services N A
Virginia
$13.1M -$226K -960 -2%