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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 %
BIM
1826
Baldwin Investment Management
Pennsylvania
$10.1M -$10.4K -44 -0.1%
TCOO
1827
Trust Company of Oklahoma
Oklahoma
$10.1M +$174K +739 +2%
B
1828
Bellecapital
Switzerland
$10.1M +$1.79M +7,589 +22%
RB
1829
Rodgers Brothers
Pennsylvania
$10.1M
LKIM
1830
Lawson Kroeker Investment Management
Nebraska
$10.1M -$59.9K -254 -0.6%
GAMA
1831
Graticule Asia Macro Advisors
New York
$10.1M +$10.1M +42,675 New
CCM
1832
Compton Capital Management
Rhode Island
$10M -$136K -575 -1%
PM
1833
Penbrook Management
New York
$10M +$11.8K +50 +0.1%
APP
1834
Avantax Planning Partners
Iowa
$10M +$793K +3,364 +9%
JF
1835
Jump Financial
Illinois
$10M +$10M +42,394 New
CC
1836
Codex Capital
New York
$9.97M -$236K -1,000 -2%
PGA
1837
Portland Global Advisors
Maine
$9.97M +$346K +1,467 +4%
TIA
1838
Tiemann Investment Advisors
California
$9.95M +$288K +1,223 +3%
NEIRG
1839
New England Investment & Retirement Group
Massachusetts
$9.91M +$325K +1,380 +3%
TNBTD
1840
Trustmark National Bank Trust Department
Mississippi
$9.9M +$553K +2,346 +6%
GAM
1841
Grandview Asset Management
Pennsylvania
$9.89M -$107K -453 -1%
ZAM
1842
Zevin Asset Management
Massachusetts
$9.88M +$2.22M +9,426 +29%
IMOV
1843
Investment Management of Virginia
Virginia
$9.87M -$151K -639 -2%
CHAM
1844
Clear Harbor Asset Management
Connecticut
$9.87M -$417K -1,769 -4%
MWM
1845
Modera Wealth Management
New Jersey
$9.86M -$1.33M -5,647 -12%
Fuller & Thaler Asset Management
1846
Fuller & Thaler Asset Management
California
$9.83M -$1.84M -7,800 -16%
CCM
1847
Carderock Capital Management
Maryland
$9.82M -$1.02M -4,324 -9%
CHP
1848
Castle Hook Partners
New York
$9.81M -$344M -1,458,381 -97%
SS
1849
Simplicity Solutions
Minnesota
$9.74M -$44.6M -189,303 -82%
ZB
1850
Zions Bancorporation
Utah
$9.73M +$674K +2,859 +7%