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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 %
SCM
1951
Spreng Capital Management
Ohio
$8.66M +$50.9K +216 +0.6%
AIA
1952
AIMZ Investment Advisors
California
$8.65M -$4.24K -18 -0%
AC
1953
Avestar Capital
New York
$8.65M +$1.5M +5,875 +21%
CF
1954
Clarity Financial
Texas
$8.64M +$3.45M +14,642 +67%
WCM
1955
Whitener Capital Management
North Carolina
$8.63M -$471 -2 -0%
SBL
1956
Sargent Bickham Lagudis
Colorado
$8.63M +$137K +581 +2%
CWM
1957
Concentric Wealth Management
California
$8.61M +$118K +500 +1%
VSWA
1958
Vontobel Swiss Wealth Advisors
Switzerland
$8.61M +$1.83M +7,767 +27%
ED
1959
Exane Derivatives
France
$8.59M +$698K +2,960 +9%
TCBWMS
1960
Texas Capital Bank Wealth Management Services
Texas
$8.59M +$183K +776 +2%
AWE
1961
Avidian Wealth Enterprises
Texas
$8.59M -$567K -2,406 -6%
AAMA
1962
Advanced Asset Management Advisors
Ohio
$8.58M -$23.6K -100 -0.3%
KI
1963
Kapitalo Investimentos
Brazil
$8.57M +$661K +2,804 +8%
WI
1964
WBI Investments
New Jersey
$8.56M +$2.41M +10,224 +39%
CA
1965
Cambridge Advisors
Nebraska
$8.54M -$459K -1,945 -5%
PCR
1966
Potrero Capital Research
California
$8.53M
PFSC
1967
Peoples Financial Services Corp
Pennsylvania
$8.51M -$232K -985 -3%
CL
1968
Choreo LLC
Illinois
$8.49M -$246K -1,044 -3%
RBFC
1969
Roman Butler Fullerton & Co
Missouri
$8.49M +$125K +482 +1%
DMC
1970
Drexel Morgan & Co
Pennsylvania
$8.46M +$98.6K +418 +1%
SAM
1971
Selway Asset Management
$8.46M -$117K -495 -1%
RFM
1972
Royal Fund Management
Florida
$8.46M +$801K +3,399 +10%
LCP
1973
Legacy Capital Partners
Wisconsin
$8.45M +$17.7K +75 +0.2%
MCM
1974
McMillion Capital Management
North Carolina
$8.45M +$47.2K +200 +0.6%
COI
1975
Connable Office Inc
Michigan
$8.45M -$1.12M -4,756 -12%