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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 %
KFI
2351
Key Financial Inc
Pennsylvania
$5.48M +$259K +1,098 +5%
FCA
2352
FinTrust Capital Advisors
South Carolina
$5.47M +$132K +560 +2%
S
2353
Surevest
California
$5.47M +$74K +314 +1%
BSB
2354
Bangor Savings Bank
Maine
$5.47M +$31.4K +133 +0.6%
GA
2355
Gateway Advisory
New Jersey
$5.46M -$238K -1,009 -4%
PSP
2356
Principal Street Partners
Tennessee
$5.46M +$3.23M +13,691 +145%
EAM
2357
Exane Asset Management
France
$5.44M -$263K -1,114 -5%
NPP
2358
New Potomac Partners
Maryland
$5.43M -$49.5K -210 -0.9%
PGWM
2359
Parisi Gray Wealth Management
New Jersey
$5.43M -$10.8K -46 -0.2%
LCM
2360
Leisure Capital Management
California
$5.43M -$64.8K -275 -1%
CCA
2361
Catalyst Capital Advisors
New York
$5.43M -$188K -798 -3%
TCM
2362
Telos Capital Management
California
$5.42M -$61.8K -262 -1%
OCM
2363
Olstein Capital Management
New York
$5.42M +$1.89M +8,000 +53%
FIM
2364
Fruth Investment Management
Texas
$5.42M -$35.4K -150 -0.6%
CB
2365
CNB Bank
Pennsylvania
$5.42M +$40.1K +170 +0.7%
SIM
2366
Sterling Investment Management
Arizona
$5.42M -$415K -1,760 -7%
BFG
2367
Berger Financial Group
Minnesota
$5.41M +$84.9K +360 +2%
CPA
2368
Clear Perspective Advisors
Illinois
$5.41M +$15.1K +64 +0.3%
HFA
2369
HC Financial Advisors
California
$5.4M -$279K -1,185 -5%
BAM
2370
Beaumont Asset Management
Texas
$5.39M +$82.8K +351 +2%
SCP
2371
Stamos Capital Partners
California
$5.38M
PWS
2372
Peloton Wealth Strategists
Indiana
$5.37M +$39.1K +166 +0.7%
DR
2373
Davis Rea
Ontario, Canada
$5.37M +$69.3K +294 +1%
QCM
2374
Quest Capital Management
Texas
$5.35M +$60.8K +258 +1%
FIA
2375
Foundations Investment Advisors
Arizona
$5.35M +$1.17M +4,690 +28%