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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 %
CCWA
2226
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.33M -$3.23M -13,707 -34%
S
2227
SimplyRich
California
$6.32M +$9.43K +40 +0.1%
JHCP
2228
Jackson Hole Capital Partners
Oklahoma
$6.32M +$430K +1,822 +7%
MDSL
2229
M.D. Sass LLC
New York
$6.31M +$389K +1,650 +7%
BIM
2230
Barton Investment Management
Pennsylvania
$6.29M
CAIMH
2231
Central Asset Investments & Management Holdings
Hong Kong
$6.29M +$5.04M +21,368 +403%
FPA
2232
First Pacific Advisors
California
$6.29M
AWA
2233
Arete Wealth Advisors
Illinois
$6.28M +$14.4K +61 +0.2%
HWA
2234
Heritage Way Advisors
Illinois
$6.27M -$102K -432 -2%
MCA
2235
Morris Capital Advisors
Pennsylvania
$6.26M -$184K -781 -3%
KA
2236
Kercheville Advisors
Texas
$6.26M +$89.9K +380 +1%
CA
2237
Crewe Advisors
Utah
$6.26M +$1.53M +6,476 +32%
PIA
2238
Perennial Investment Advisors
California
$6.24M +$265K +1,123 +4%
IP
2239
Investment Partners
Ohio
$6.24M +$5.89K +25 +0.1%
BMA
2240
Brooks Moore & Associates
Tennessee
$6.23M -$218K -924 -3%
NCM
2241
Noesis Capital Mangement
Florida
$6.23M -$64.6K -274 -1%
V
2242
VeraBank
Texas
$6.22M +$70.7K +300 +1%
AO
2243
Advisor OS
Illinois
$6.22M +$485K +2,057 +8%
AIM
2244
Aurora Investment Managers
Florida
$6.22M -$611K -2,590 -9%
BW
2245
Bison Wealth
Georgia
$6.22M +$260K +1,103 +4%
PO
2246
Private Ocean
California
$6.19M -$58.7K -249 -0.9%
ODCM
2247
Old Dominion Capital Management
Virginia
$6.17M +$508K +2,156 +9%
ACM
2248
Ayrshire Capital Management
Connecticut
$6.17M +$253K +1,074 +4%
IRAG
2249
Investment Research & Advisory Group
Georgia
$6.15M -$125K -530 -2%
MCCP
2250
Mission Creek Capital Partners
California
$6.11M +$113K +479 +2%