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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 %
BCM
2426
Brooktree Capital Management
Michigan
$5.04M -$237K -1,004 -4%
SNBOSCI
2427
Security National Bank of Sioux City Iowa
Iowa
$5.03M -$130K -551 -3%
PWA
2428
Phoenix Wealth Advisors
North Carolina
$5.03M -$16.2K -67 -0.3%
FPB
2429
First PREMIER Bank
South Dakota
$5.02M +$84.9K +360 +2%
SWM
2430
Sculati Wealth Management
Michigan
$5.02M -$394K -1,669 -7%
PFGIA
2431
Patriot Financial Group Insurance Agency
Massachusetts
$5.01M -$261K -1,109 -5%
PP
2432
Prospector Partners
Connecticut
$5M -$684K -2,900 -12%
SAMC
2433
Spectrum Asset Management (California)
California
$5M +$325K +1,379 +7%
FMTCOCP
2434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5M -$646K -2,739 -11%
SAM
2435
S.A. Mason
Michigan
$4.99M -$8.25K -35 -0.2%
BBP
2436
Banco BTG Pactual
Brazil
$4.98M +$4.59M +19,490 +1,202%
LM
2437
Lincluden Management
Ontario, Canada
$4.97M -$1.68M -7,120 -25%
FA
2438
Financial Advisors
Massachusetts
$4.96M +$108K +459 +2%
CMANY
2439
Capital Management Associates (New York)
New York
$4.95M -$412K -1,747 -8%
PA
2440
Proem Advisors
Texas
$4.95M
SEEDPG
2441
S.E.E.D. Planning Group
New York
$4.93M -$1.7M -7,192 -26%
JGIA
2442
Jackson Grant Investment Advisers
Connecticut
$4.93M +$224K +952 +5%
WBG
2443
Wharton Business Group
Pennsylvania
$4.93M +$251K +1,065 +5%
TWM
2444
Tradition Wealth Management
Minnesota
$4.93M -$13K -55 -0.3%
KOMWMG
2445
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.92M -$96.7K -410 -2%
LS
2446
Leelyn Smith
Illinois
$4.9M +$40.1K +170 +0.8%
CRWM
2447
Castle Rock Wealth Management
California
$4.89M +$487K +1,892 +11%
CG
2448
Clarus Group
Texas
$4.89M -$93.2K -373 -2%
ECM
2449
Elgethun Capital Management
South Dakota
$4.87M -$39.6K -168 -0.8%
CHP
2450
Cable Hill Partners
Oregon
$4.87M -$156K -661 -3%