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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 %
UTC
2276
Unified Trust Company
Kentucky
$5.93M +$4.95K +21 +0.1%
FIM
2277
FWL Investment Management
Texas
$5.92M +$385K +1,631 +7%
FIM
2278
Freedom Investment Management
Connecticut
$5.92M -$398K -1,689 -6%
RDWM
2279
Red Door Wealth Management
Tennessee
$5.9M +$495K +2,084 +9%
MFS
2280
Monetta Financial Services
Illinois
$5.89M -$943K -4,000 -14%
PIM
2281
Platinum Investment Management
Australia
$5.89M
HA
2282
Harbor Advisors
Florida
$5.89M
TCM
2283
Taal Capital Management
Massachusetts
$5.89M
MFS
2284
Madrona Financial Services
Washington
$5.89M -$94.8K -402 -2%
LSWM
2285
Lorne Steinberg Wealth Management
Canada
$5.88M -$92.9K -394 -2%
SFS
2286
Strategic Financial Services
New York
$5.87M -$602K -2,553 -9%
ACH
2287
ArrowMark Colorado Holdings
Colorado
$5.87M -$308K -1,306 -5%
PWMAG
2288
Pinnacle Wealth Management Advisory Group
New Jersey
$5.85M +$9.2K +39 +0.2%
LC
2289
Lindbrook Capital
California
$5.85M +$193K +819 +3%
BCPWM
2290
Bradley & Co Private Wealth Management
Florida
$5.85M +$5.85M +24,795 New
CA
2291
Calton & Associates
Florida
$5.84M -$619K -2,624 -10%
OL
2292
Optas LLC
Texas
$5.84M -$369K -1,564 -6%
STC
2293
Sarah T. Connolly
$5.84M -$25.9K -110 -0.4%
PWA
2294
Providence Wealth Advisors
Illinois
$5.83M +$2.83K +12 +0%
APA
2295
Allegiant Private Advisors
Florida
$5.83M +$551K +2,337 +10%
CCG
2296
Ceeto Capital Group
Florida
$5.82M
SC
2297
Slow Capital
California
$5.81M +$501K +2,085 +9%
SC
2298
Stolper & Co
Oklahoma
$5.79M -$440K -1,867 -7%
IC
2299
Investment Counsel
Michigan
$5.78M -$684K -2,903 -11%
PHIMC
2300
Private Harbour Investment Management & Counsel
Ohio
$5.77M -$121K -515 -2%