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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 %
CAG
1976
Csenge Advisory Group
Florida
$8.44M +$311K +1,217 +4%
4WM
1977
44 Wealth Management
Oregon
$8.44M +$257K +1,088 +3%
GSEP
1978
Golden State Equity Partners
California
$8.4M +$695K +2,948 +9%
JAG
1979
Journey Advisory Group
Kentucky
$8.4M +$1.01M +4,288 +14%
STB
1980
S&T Bank
Pennsylvania
$8.39M -$391K -1,659 -4%
EWA
1981
Encompass Wealth Advisors
Oregon
$8.39M -$392K -1,589 -4%
DSA
1982
Droms Strauss Advisors
Missouri
$8.38M +$30.4K +129 +0.4%
BCM
1983
Beck Capital Management
Texas
$8.37M -$3.04M -12,900 -27%
VCA
1984
Verdence Capital Advisors
Maryland
$8.35M +$363K +1,540 +5%
MC
1985
MRJ Capital
New York
$8.34M -$11.8K -50 -0.1%
FRA
1986
Front Row Advisors
California
$8.34M +$72.6K +308 +0.9%
TCM
1987
Traynor Capital Management
Pennsylvania
$8.33M +$532K +2,255 +7%
VBFG
1988
Vishria Bird Financial Group
Tennessee
$8.33M +$143K +606 +2%
BCM
1989
Blume Capital Management
California
$8.31M +$43.6K +185 +0.5%
AWM
1990
Aevitas Wealth Management
Massachusetts
$8.3M +$137K +579 +2%
PWPS
1991
Pinnacle Wealth Planning Services
Ohio
$8.3M +$748K +3,171 +10%
TSWM
1992
Triangle Securities Wealth Management
North Carolina
$8.3M +$230K +974 +3%
GAG
1993
GM Advisory Group
New York
$8.28M -$178K -755 -2%
AIA
1994
Affinity Investment Advisors
California
$8.28M -$259K -1,099 -3%
HCA
1995
Horan Capital Advisors
Ohio
$8.27M +$156K +661 +2%
SIA
1996
Soltis Investment Advisors
Utah
$8.26M +$2.29M +9,693 +38%
LA
1997
LVW Advisors
New York
$8.25M +$112K +475 +1%
HCA
1998
Harbour Capital Advisors
Virginia
$8.23M +$523K +2,218 +7%
CWG
1999
Cornerstone Wealth Group
North Carolina
$8.2M -$869K -3,333 -10%
ARMT
2000
Amica Retiree Medical Trust
Rhode Island
$8.19M -$351K -1,490 -4%