MSFT icon

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 %
BMWM
2001
Brown Miller Wealth Management
Virginia
$8.19M +$150K +635 +2%
LAIC
2002
Lederer & Associates Investment Counsel
California
$8.16M -$194K -824 -2%
FPTW
2003
Franklin, Parlapiano, Turner & Welch
Texas
$8.15M -$45.7K -194 -0.6%
MW
2004
Marcum Wealth
Ohio
$8.14M +$3.29M +13,959 +68%
UCI
2005
Uncommon Cents Investing
Wisconsin
$8.14M -$1.02M -4,320 -11%
GWCM
2006
Godshalk Welsh Capital Management
Pennsylvania
$8.12M -$118K -500 -1%
Simplex Trading
2007
Simplex Trading
Illinois
$8.1M +$8.08M +34,291 +68,582%
SC
2008
Sawyer & Company
Massachusetts
$8.08M -$289K -1,227 -3%
HW
2009
Hamilton Wealth
California
$8.08M +$261K +1,109 +3%
SC
2010
Searle & Co
Connecticut
$8.07M +$12.5K +53 +0.2%
MYIA
2011
Mount Yale Investment Advisors
Colorado
$8.07M +$2.27M +9,647 +39%
MC
2012
Miramar Capital
Illinois
$8.07M -$257K -1,088 -3%
BCA
2013
Bay Colony Advisors
Massachusetts
$8.06M +$2.66M +11,296 +49%
HBWM
2014
Hollow Brook Wealth Management
New York
$8.05M -$811K -3,439 -9%
SCM
2015
Sitrin Capital Management
California
$8.04M +$45K +191 +0.6%
CFG
2016
Cooper Financial Group
California
$8.04M -$1.7M -7,221 -17%
MS
2017
Marshall & Sullivan
Washington
$8.03M +$6.15M +26,095 +328%
ATFA
2018
All Terrain Financial Advisors
Minnesota
$8.02M -$59.9K -254 -0.7%
HA
2019
Hamel Associates
New Jersey
$8.02M -$466K -1,977 -5%
NDSI
2020
Newman Dignan & Sheerar Inc
Rhode Island
$8.01M -$637K -2,701 -7%
AWMT
2021
AAFMAA Wealth Management & Trust
North Carolina
$8M +$2.06M +8,722 +35%
BAM
2022
Brave Asset Management
New Jersey
$8M +$160K +680 +2%
NCM
2023
Northwest Capital Management
Oregon
$7.99M +$2.12K +9 +0%
GLAM
2024
Gardner Lewis Asset Management
Pennsylvania
$7.98M +$2.93M +12,429 +58%
CFG
2025
Cambridge Financial Group
Ohio
$7.98M +$931K +3,950 +13%