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Microsoft

3,957 hedge funds and large institutions have $1.48T invested in Microsoft in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,797 increasing their positions, 1,709 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
-21
Holders Change %
-0.53%
% of All Funds
69.08%
Holding in Top 10
2,135
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+3.39%
% of All Funds
37.27%
New
131
Increased
1,797
Reduced
1,709
Closed
98
Calls
$38.7B
Puts
$27.5B
Net Calls
+$11.2B
Net Calls Change
+$12.5B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2001
Avitas Wealth Management
California
$9.16M +$277K +1,024 +3%
HCA
2002
Harbour Capital Advisors
Virginia
$9.14M -$309K -1,142 -3%
LI
2003
Lafayette Investments
Maryland
$9.13M +$1.15M +4,251 +14%
FPTW
2004
Franklin, Parlapiano, Turner & Welch
Texas
$9.13M -$244K -901 -3%
NAMP
2005
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.12M -$935K -3,450 -9%
FTB
2006
First Trust Bank
Bahamas
$9.12M
NDSI
2007
Newman Dignan & Sheerar Inc
Rhode Island
$9.11M -$94.3K -348 -1%
JCM
2008
Jacobi Capital Management
Pennsylvania
$9.08M +$236K +872 +3%
HI
2009
Hendershot Investments
Virginia
$9.07M -$22.8K -84 -0.3%
DTC
2010
Davidson Trust Company
Washington
$9.06M +$186K +686 +2%
SCM
2011
Sitrin Capital Management
California
$9.06M -$177K -655 -2%
AC
2012
Apella Capital
Connecticut
$9.05M +$6.13M +22,622 +210%
BFC
2013
Bedel Financial Consulting
Indiana
$9.03M +$206K +760 +2%
DACG
2014
Donor Advised Charitable Giving
California
$9.02M
CRM
2015
Cramer Rosenthal McGlynn
Connecticut
$9M -$1.21M -4,474 -12%
LCM
2016
Legato Capital Management
California
$8.99M +$2.06M +7,614 +30%
IA
2017
IFG Advisory
Georgia
$8.98M -$55.3K -204 -0.6%
PC
2018
Permanens Capital
New York
$8.97M +$1.07M +3,956 +14%
CFG
2019
Cambridge Financial Group
Ohio
$8.97M -$201K -742 -2%
RAM
2020
Roanoke Asset Management
New Jersey
$8.96M +$1.28M +4,725 +17%
CI
2021
CX Institutional
Indiana
$8.95M +$3.52K +13 +0%
GL
2022
Graypoint LLC
New York
$8.95M +$502K +1,854 +6%
RM
2023
Resource Management
Louisiana
$8.94M +$500K +1,846 +6%
RMAM
2024
Raab & Moskowitz Asset Management
New Jersey
$8.94M +$53.1K +196 +0.6%
LIM
2025
Loudon Investment Management
New Hampshire
$8.94M -$157K -581 -2%