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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 %
SEIA
1726
Signature Estate & Investment Advisors
California
$11.4M +$845K +3,586 +8%
RCP
1727
Rothschild Capital Partners
New York
$11.4M -$6.13K -26 -0.1%
SAM
1728
Shikiar Asset Management
New York
$11.4M +$182K +773 +2%
TWM
1729
TLW Wealth Management
Florida
$11.3M +$59.7K +253 +0.5%
ASA
1730
Armstrong Shaw Associates
Connecticut
$11.3M -$261K -1,105 -2%
TWMP
1731
Taylor Wealth Management Partners
Massachusetts
$11.3M -$3.99M -16,915 -26%
PP
1732
Professional Planning
California
$11.3M -$1.84M -7,813 -14%
BRWM
1733
B. Riley Wealth Management
Tennessee
$11.3M +$82.5K +350 +0.7%
FI
1734
Fosun International
China
$11.3M -$499K -2,142 -4%
BFPW
1735
BOK Financial Private Wealth
Colorado
$11.3M -$1.21M -5,142 -10%
FM
1736
Family Management
New York
$11.2M +$379K +1,608 +3%
HWA
1737
HCR Wealth Advisors
California
$11.2M -$3.35M -14,192 -23%
BCM
1738
Barometer Capital Management
Ontario, Canada
$11.2M +$4.42M +18,742 +65%
RGI
1739
River Global Investors
United Kingdom
$11.2M -$1.96M -8,322 -15%
IP
1740
Isthmus Partners
Wisconsin
$11.2M -$234K -993 -2%
SMG
1741
Spectrum Management Group
Indiana
$11.2M -$1.02M -4,310 -8%
EAMA
1742
EFG Asset Management (Americas)
Florida
$11.1M +$215K +909 +2%
BAM
1743
Bruderman Asset Management
New York
$11.1M +$610K +2,586 +6%
VHAM
1744
Van Hulzen Asset Management
California
$11.1M -$2.78M -11,807 -20%
SWK
1745
Stephen W. Kidder
$11.1M -$307K -1,303 -3%
CWM
1746
Cordatus Wealth Management
Pennsylvania
$11.1M -$207K -880 -2%
ISB
1747
Iowa State Bank
Iowa
$11.1M -$741K -3,141 -6%
MWM
1748
Minot Wealth Management
Massachusetts
$11.1M +$763K +3,237 +7%
CCM
1749
Consolidated Capital Management
California
$11.1M -$1.86M -7,903 -14%
WA
1750
WBH Advisory
Maryland
$11.1M +$1.03M +4,359 +10%