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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 %
NP
2051
NorthRock Partners
Minnesota
$7.76M +$98.3K +417 +1%
MFG
2052
MidWestOne Financial Group
Iowa
$7.75M -$197K -837 -2%
RMAM
2053
Raab & Moskowitz Asset Management
New Jersey
$7.73M +$253K +1,072 +3%
AWM
2054
Avitas Wealth Management
California
$7.73M +$1.55M +6,573 +25%
DTC
2055
Davidson Trust Company
Washington
$7.73M +$2.83K +12 +0%
SCA
2056
Stokes Capital Advisors
South Carolina
$7.71M +$143K +608 +2%
SOAMC
2057
Spirit of America Management Corp
New York
$7.71M -$424K -1,800 -5%
JFA
2058
JNBA Financial Advisors
Minnesota
$7.71M -$303K -1,285 -4%
AWM
2059
Affinity Wealth Management
Delaware
$7.7M +$8.52K +33 +0.1%
JCM
2060
Jacobi Capital Management
Pennsylvania
$7.7M -$119K -506 -2%
MMPW
2061
Mitchell McLeod Pugh & Williams
Alabama
$7.69M -$16.3K -69 -0.2%
RCM
2062
Radnor Capital Management
Pennsylvania
$7.69M -$2.24M -9,513 -23%
EIA
2063
Eastover Investment Advisors
North Carolina
$7.68M -$532K -2,258 -6%
BFC
2064
Bedel Financial Consulting
Indiana
$7.68M +$406K +1,721 +6%
SFP
2065
Shepherd Financial Partners
Massachusetts
$7.68M +$190K +804 +3%
OPW
2066
Oxler Private Wealth
New York
$7.65M +$28.8K +122 +0.4%
SFI
2067
SPC Financial Inc
Maryland
$7.62M +$497K +2,107 +7%
PKC
2068
Palmer Knight Company
Florida
$7.61M +$2.28M +9,655 +43%
CFMC
2069
Curbstone Financial Management Corp
New Hampshire
$7.59M -$476K -2,020 -6%
TA
2070
TFG Advisers
Michigan
$7.58M +$107K +453 +1%
GAM
2071
GVO Asset Management
Switzerland
$7.57M +$353K +1,496 +5%
CAS
2072
Cascadia Advisory Services
Oregon
$7.57M +$7.57M +32,116 New
Members Trust
2073
Members Trust
Florida
$7.56M -$406K -1,721 -5%
MMM
2074
Mendel Money Management
Illinois
$7.55M -$433K -1,838 -5%
CG
2075
Cutler Group
California
$7.55M +$2.24M +9,520 +42%