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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 %
HCM
2101
Highlander Capital Management
New Jersey
$7.32M -$23.6K -100 -0.3%
SCG
2102
Sonata Capital Group
Washington
$7.32M -$401K -1,700 -5%
BWM
2103
BerganKDV Wealth Management
Minnesota
$7.32M -$368K -1,563 -5%
Walleye Trading
2104
Walleye Trading
New York
$7.31M -$40.3M -171,086 -85%
GP
2105
Geneva Partners
Wisconsin
$7.31M +$1.09M +4,641 +18%
DFA
2106
Delta Financial Advisors
Louisiana
$7.3M +$63.2K +268 +0.9%
TIA
2107
Trust Investment Advisors
Indiana
$7.3M -$321K -1,361 -4%
HZ
2108
Hixon Zuercher
Ohio
$7.29M +$170K +719 +2%
BHBT
2109
Burke & Herbert Bank & Trust
Virginia
$7.29M +$8.49K +36 +0.1%
MRCM
2110
M&R Capital Management
New Jersey
$7.28M -$8.22M -34,870 -53%
SS
2111
Sunbelt Securities
Texas
$7.27M -$105K -446 -1%
MWA
2112
MFA Wealth Advisors
Pennsylvania
$7.27M +$909K +3,862 +14%
BWM
2113
BNC Wealth Management
Oregon
$7.26M +$168K +714 +2%
MPAM
2114
Murphy Pohlad Asset Management
Minnesota
$7.26M -$253K -1,075 -3%
GAAM
2115
Guinness Atkinson Asset Management
California
$7.25M -$644K -2,730 -8%
WA1
2116
Wimmer Associates 1
California
$7.25M +$497K +2,107 +7%
TPA
2117
Trivium Point Advisory
Connecticut
$7.24M +$422K +1,792 +6%
GP
2118
Greenline Partners
New York
$7.24M +$15.1K +64 +0.2%
FBT
2119
First Bank & Trust
South Dakota
$7.22M +$108K +457 +2%
KFP
2120
Keystone Financial Planning
Ohio
$7.21M -$234K -994 -3%
SFG
2121
SNS Financial Group
Minnesota
$7.2M -$117K -496 -2%
CAC
2122
Core Alternative Capital
Georgia
$7.18M +$518K +2,198 +8%
BOM
2123
Bank of Marin
California
$7.18M +$130K +553 +2%
HCM
2124
Hollencrest Capital Management
California
$7.15M +$127K +540 +2%
WAS
2125
Wealth Advisory Solutions
Indiana
$7.13M +$4.87M +29,930 +216%