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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 %
JSC
1926
Jackson Square Capital
California
$8.9M -$1.13M -4,811 -11%
CG
1927
CFO4Life Group
Texas
$8.89M -$31.1K -132 -0.3%
CRM
1928
Cramer Rosenthal McGlynn
Connecticut
$8.89M -$625K -2,650 -7%
AWP
1929
Ascent Wealth Partners
New York
$8.88M +$83K +352 +0.9%
AWS
1930
AJ Wealth Strategies
New York
$8.87M -$44.3K -188 -0.5%
KP
1931
Keel Point
Alabama
$8.82M -$103K -439 -1%
PHS
1932
Pekin Hardy Strauss
Illinois
$8.82M +$195K +828 +2%
LOIM
1933
Liberty One Investment Management
Illinois
$8.82M +$6.89M +29,233 +358%
22CM
1934
20/20 Capital Management
California
$8.81M +$39.1K +166 +0.4%
MC
1935
Martin & Co
Tennessee
$8.79M -$252K -1,069 -3%
HIP
1936
Harrell Investment Partners
Texas
$8.78M +$172K +728 +2%
LHC
1937
Little House Capital
Massachusetts
$8.78M +$1.74M +7,371 +25%
QT
1938
Quantbot Technologies
New York
$8.78M +$4.52M +19,173 +106%
OC
1939
Oarsman Capital
Wisconsin
$8.78M -$594K -2,518 -6%
SCA
1940
Sage Capital Advisors
South Dakota
$8.76M -$15.1K -64 -0.2%
NAMP
1941
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.75M -$585K -2,481 -6%
DA
1942
Duality Advisers
Florida
$8.75M +$3.98M +16,895 +84%
FVWA
1943
Foster Victor Wealth Advisors
South Carolina
$8.73M +$1.57M +6,083 +22%
CWM
1944
Chronos Wealth Management
Florida
$8.73M -$67.7K -287 -0.8%
CEI
1945
Clark Estates Inc
New York
$8.72M -$5.89M -25,000 -40%
LOPW
1946
Live Oak Private Wealth
North Carolina
$8.71M +$111K +472 +1%
PAMG
1947
Patton Albertson Miller Group
Tennessee
$8.71M -$361K -1,531 -4%
CIM
1948
CIM Investment Management
Pennsylvania
$8.69M +$364K +1,542 +4%
FPGK
1949
Financial Partners Group (Kansas)
Kansas
$8.67M +$400K +1,697 +5%
CNBTD
1950
Citizens National Bank Trust Department
Mississippi
$8.66M +$415K +1,760 +5%