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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 %
MPIM
1801
McGinn Penninger Investment Management
Virginia
$10.5M -$476K -2,017 -4%
FBT
1802
First Bankers Trust
Kentucky
$10.5M -$1.35M -5,711 -11%
BIMC
1803
Benson Investment Management Company
Virginia
$10.5M +$11.3K +48 +0.1%
WP
1804
Waycross Partners
Kentucky
$10.5M +$795K +3,370 +8%
ATPW
1805
Ashton Thomas Private Wealth
Arizona
$10.4M -$124K -528 -1%
RCAG
1806
Rehmann Capital Advisory Group
Michigan
$10.4M +$122K +520 +1%
TA
1807
Tiedemann Advisors
New York
$10.4M +$566K +2,401 +6%
ACM
1808
AlphaCrest Capital Management
New York
$10.4M -$2.11M -8,945 -17%
WP
1809
WealthPLAN Partners
Nebraska
$10.4M -$116K -467 -1%
WBC
1810
West Branch Capital
Massachusetts
$10.4M -$176K -748 -2%
HWAM
1811
Hennion & Walsh Asset Management
New Jersey
$10.4M +$10.4M +43,899 New
ACM
1812
Academy Capital Management
Texas
$10.3M +$124K +524 +1%
KFGK
1813
Keystone Financial Group (Kentucky)
Kentucky
$10.3M -$71.9K -305 -0.7%
EH
1814
Employers Holdings
Nevada
$10.3M
AWM
1815
Avior Wealth Management
Nebraska
$10.3M -$108K -459 -1%
AA
1816
Armor Advisors
New York
$10.3M -$202K -857 -2%
MCWS
1817
McKinley Carter Wealth Services
West Virginia
$10.3M +$457K +1,939 +5%
ACS
1818
Archford Capital Strategies
Illinois
$10.3M -$6.64M -25,592 -39%
CA
1819
Cumberland Advisors
Florida
$10.3M +$546K +2,315 +6%
SG
1820
Stonnington Group
California
$10.2M +$10.2M +42,810 New
WCA
1821
Windsor Creek Advisors
Vermont
$10.2M -$1.5M -6,367 -13%
AL
1822
Aspiriant LLC
California
$10.2M +$287K +1,218 +3%
EP
1823
Edgestream Partners
New Jersey
$10.2M +$5.76M +24,428 +131%
PFS
1824
Physicians Financial Services
North Carolina
$10.1M +$627K +2,659 +7%
MWM
1825
Marietta Wealth Management
Georgia
$10.1M +$311K +1,320 +3%