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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 %
RFMS
2026
RWQ Financial Management Services
Florida
$7.98M +$1.57M +6,670 +25%
PL
2027
Plancorp LLC
Missouri
$7.97M -$791K -3,357 -9%
TP
2028
Tranquility Partners
Tennessee
$7.96M +$20.7K +88 +0.3%
TWA
2029
TCI Wealth Advisors
Arizona
$7.94M -$117K -498 -1%
FTB
2030
First Trust Bank
Bahamas
$7.94M
IIA
2031
IPG Investment Advisors
California
$7.93M -$1.17M -4,976 -13%
HI
2032
Hendershot Investments
Virginia
$7.92M -$33K -140 -0.4%
LIM
2033
Loudon Investment Management
New Hampshire
$7.91M -$162K -685 -2%
ADL
2034
Asset Dedication LLC
California
$7.89M -$1.4M -5,944 -15%
GLA
2035
Good Life Advisors
Pennsylvania
$7.89M -$377K -1,599 -5%
BCA
2036
Bray Capital Advisors
Florida
$7.88M +$439K +1,860 +6%
IA
2037
IFG Advisory
Georgia
$7.86M +$169K +718 +2%
SWA
2038
Stratos Wealth Advisors
Ohio
$7.85M +$956K +4,053 +14%
DACG
2039
Donor Advised Charitable Giving
California
$7.85M -$5.72M -24,249 -42%
BCCM
2040
Bridge Creek Capital Management
Massachusetts
$7.85M -$118K -500 -1%
FNBOMD
2041
First National Bank of Mount Dora
Florida
$7.8M -$1.78M -7,542 -19%
CI
2042
CX Institutional
Indiana
$7.79M +$123K +520 +2%
KCM
2043
Karp Capital Management
California
$7.79M +$454K +1,926 +6%
ECML
2044
Eagle Capital Management (Louisiana)
Louisiana
$7.79M -$508K -2,154 -6%
EM
2045
Excalibur Management
Massachusetts
$7.78M -$356K -1,512 -4%
WA
2046
WealthTrust Axiom
Pennsylvania
$7.78M -$176K -745 -2%
MA
2047
Menlo Advisors
California
$7.77M -$130K -551 -2%
FCMT
2048
Founders Capital Management (Texas)
Texas
$7.76M +$18.2K +77 +0.2%
DA
2049
DCM Advisors
New York
$7.76M -$711K -3,016 -8%
DWM
2050
Darwin Wealth Management
Florida
$7.76M +$5.43M +23,029 +233%