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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 %
WTFG
1651
Wells Trecaso Financial Group
Ohio
$12.5M -$126K -536 -1%
BWM
1652
Bulltick Wealth Management
Florida
$12.5M +$469K +1,991 +4%
TPM
1653
Triasima Portfolio Management
Quebec, Canada
$12.5M -$91.7K -389 -0.7%
DJYG
1654
David J. Yvars Group
Florida
$12.5M +$149K +632 +1%
CFGS
1655
Concourse Financial Group Securities
Alabama
$12.5M +$718K +3,047 +6%
CRB
1656
Chad R. Baker
$12.4M
LSAG
1657
Lake Street Advisors Group
New Hampshire
$12.4M -$179K -761 -1%
LBC
1658
Lawrence B. Cohen
$12.4M -$31.4K -133 -0.3%
CCT
1659
Capital City Trust
Florida
$12.3M +$187K +795 +2%
EWM
1660
Executive Wealth Management
Michigan
$12.3M +$191K +811 +2%
SIM
1661
Stratos Investment Management
Ohio
$12.3M -$700K -2,970 -5%
AA
1662
ALPS Advisors
Colorado
$12.3M -$1.82M -7,736 -13%
SNB
1663
Security National Bank
Nebraska
$12.3M +$130K +550 +1%
BCM
1664
Bourgeon Capital Management
Connecticut
$12.3M -$3.77K -16 -0%
HAM
1665
Harber Asset Management
North Carolina
$12.3M +$12.3M +52,007 New
CBN
1666
Cadence Bank NA
Texas
$12.3M +$106K +451 +0.9%
IWS
1667
Insight Wealth Strategies
California
$12.3M +$2.47M +10,482 +25%
WKWM
1668
Walter & Keenan Wealth Management
Indiana
$12.2M -$852K -3,615 -7%
SWM
1669
Stockman Wealth Management
Montana
$12.2M -$25.5K -108 -0.2%
RG
1670
Rikoon Group
New Mexico
$12.2M +$73.1K +310 +0.6%
WCM
1671
Wisconsin Capital Management
Wisconsin
$12.2M -$1.28M -5,429 -9%
QCG
1672
Quadrant Capital Group
Ohio
$12.2M +$1.59M +6,727 +15%
FVCM
1673
F&V Capital Management
Florida
$12.2M -$474K -2,009 -4%
SWM
1674
Segment Wealth Management
Texas
$12.2M +$179K +758 +1%
AC
1675
AMS Capital
Brazil
$12.2M -$1.64M -6,965 -12%