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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 %
CCC
2251
Crescent Capital Consulting
Louisiana
$6.11M +$391K +1,659 +7%
HBT
2252
Heartland Bank & Trust
Illinois
$6.1M -$880K -3,734 -13%
GFP
2253
Gryphon Financial Partners
Ohio
$6.08M -$13.2K -56 -0.2%
GCM
2254
Gibraltar Capital Management
Oklahoma
$6.07M +$390K +1,610 +7%
CPC
2255
Congress Park Capital
New York
$6.06M -$21.2K -90 -0.3%
FCCM
2256
First City Capital Management
Georgia
$6.06M -$280K -1,170 -4%
CPO
2257
Cerity Partners OCIO
New York
$6.06M +$302K +1,281 +5%
Financial Engines Advisors
2258
Financial Engines Advisors
California
$6.05M +$236K +1,001 +4%
NC
2259
NovaPoint Capital
Georgia
$6.05M +$369K +1,567 +7%
BWL
2260
Bogart Wealth LLC
Virginia
$6.04M +$1.22M +5,160 +25%
PCA
2261
Prospect Capital Advisors
California
$6.03M -$2.41M -10,225 -29%
LCM
2262
Legato Capital Management
California
$6.03M
OAM
2263
Occidental Asset Management
California
$6.02M +$462K +1,961 +8%
PFBT
2264
Parkside Financial Bank & Trust
Missouri
$6.01M -$241K -1,023 -4%
MAA
2265
Mraz Amerine & Associates
California
$5.99M -$275K -1,168 -4%
HBCM
2266
Heron Bay Capital Management
Michigan
$5.99M +$163K +690 +3%
AIM
2267
AMI Investment Management
Indiana
$5.97M -$5.19K -22 -0.1%
BWG
2268
Beta Wealth Group
California
$5.97M +$247K +1,047 +4%
RCA
2269
Ranch Capital Advisors
Florida
$5.97M +$1.18K +5 +0%
KF
2270
Krilogy Financial
Missouri
$5.96M +$385K +1,635 +7%
HHGA
2271
Halbert Hargrove Global Advisors
California
$5.96M +$871K +3,695 +17%
ARI
2272
Applied Research Investments
Delaware
$5.96M +$285K +1,208 +5%
BFO
2273
Biltmore Family Office
North Carolina
$5.94M -$649K -2,752 -10%
MFW
2274
Meristem Family Wealth
Minnesota
$5.93M -$27.8K -118 -0.5%
ATC
2275
Adirondack Trust Company
New York
$5.93M +$133K +566 +2%