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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 %
RA
2201
RFG Advisory
Alabama
$6.43M -$52.3K -222 -0.8%
HIS
2202
Horizon Investment Services
Indiana
$6.43M -$27.3K -116 -0.4%
PMFA
2203
Plante Moran Financial Advisors
Michigan
$6.42M -$561K -2,381 -8%
BHA
2204
Beech Hill Advisors
New York
$6.41M -$26.9K -114 -0.4%
PA
2205
Procyon Advisors
Connecticut
$6.4M +$418K +1,775 +7%
Barrow, Hanley, Mewhinney & Strauss
2206
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.4M -$1.15M -4,868 -15%
RPWA
2207
Regent Peak Wealth Advisors
Georgia
$6.4M +$244K +1,034 +4%
HIM
2208
Herald Investment Management
United Kingdom
$6.4M
PA
2209
Probity Advisors
Texas
$6.4M +$6.4M +27,122 New
CP
2210
Corbenic Partners
Pennsylvania
$6.39M +$936K +3,970 +17%
CCG
2211
Chatham Capital Group
Georgia
$6.39M +$117K +497 +2%
PCM
2212
Poehling Capital Management
Wisconsin
$6.39M -$123K -520 -2%
IP
2213
Intellectus Partners
California
$6.38M +$121K +513 +2%
ZCA
2214
Zeke Capital Advisors
Pennsylvania
$6.38M -$1.79M -7,607 -22%
VCP
2215
Vista Capital Partners
Oregon
$6.38M +$1.16M +4,931 +22%
SA
2216
SRN Advisors
Pennsylvania
$6.37M +$1.15M +4,885 +22%
HI
2217
Handelsinvest Investeringsforvaltning
Denmark
$6.37M +$4.68M +19,841 +277%
CCMT
2218
CMT Capital Markets Trading
Germany
$6.37M +$6.37M +27,000 New
DS
2219
Dudley & Shanley
Florida
$6.36M -$2.36M -10,000 -27%
JSL
2220
JT Stratford LLC
Georgia
$6.35M -$190K -804 -3%
SAM
2221
Security Asset Management
New York
$6.35M +$382K +1,621 +6%
OCM
2222
Orleans Capital Management
Louisiana
$6.34M -$53K -225 -0.8%
HAS
2223
HBW Advisory Services
California
$6.34M +$345K +1,464 +6%
HWMG
2224
Hurlow Wealth Management Group
Indiana
$6.33M +$154K +655 +2%
CSPAM
2225
Cary Street Partners Asset Management
Virginia
$6.33M +$580K +18,533 +10%