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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 %
WAS
1701
WESPAC Advisors SoCal
California
$11.8M +$172K +729 +1%
PCP
1702
Proficio Capital Partners
Massachusetts
$11.8M +$1.67M +7,078 +17%
FI
1703
Financial Insights
Washington
$11.7M -$115K -487 -1%
QI
1704
Qtron Investments
Massachusetts
$11.7M +$737K +3,127 +7%
BCB
1705
Brian C. Broderick
$11.7M +$38.7K +164 +0.3%
CIC
1706
Chase Investment Counsel
Virginia
$11.7M -$1.97M -8,374 -14%
TFS
1707
TrustCore Financial Services
Tennessee
$11.7M -$83.9K -356 -0.7%
WF
1708
WoodTrust Financial
Wisconsin
$11.7M +$10.1K +43 +0.1%
TCOK
1709
Trust Company of Kansas
Kansas
$11.6M +$356K +1,510 +3%
GWM
1710
Greenwich Wealth Management
Connecticut
$11.6M +$12.5K +53 +0.1%
CWM
1711
Circle Wealth Management
New Jersey
$11.6M -$190K -807 -2%
CWM
1712
Cornerstone Wealth Management
Missouri
$11.6M +$233K +987 +2%
WIA
1713
Westbourne Investment Advisors
Maryland
$11.6M +$169K +717 +1%
SCM
1714
Salem Capital Management
Massachusetts
$11.6M -$503K -2,135 -4%
LOAMS
1715
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.6M +$249K +1,057 +2%
FAM
1716
Formidable Asset Management
Ohio
$11.6M -$408K -1,696 -3%
BWAM
1717
Boyd Watterson Asset Management
Ohio
$11.6M -$308K -1,306 -3%
SIP
1718
Stoneridge Investment Partners
Pennsylvania
$11.6M +$424K +1,800 +4%
CPA
1719
Capital Planning Advisors
California
$11.5M -$1.37M -5,826 -11%
ERWM
1720
Elk River Wealth Management
Colorado
$11.5M +$763K +3,237 +7%
OC
1721
Oakworth Capital
Alabama
$11.5M +$28.1K +119 +0.2%
HCM
1722
Hodges Capital Management
Texas
$11.5M -$184K -781 -2%
MBT
1723
Montecito Bank & Trust
California
$11.4M +$157K +666 +1%
TCM
1724
Trybe Capital Management
Connecticut
$11.4M +$3.5M +14,824 +44%
AMM
1725
American Money Management
California
$11.4M +$74.5K +316 +0.7%