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Microsoft

4,007 hedge funds and large institutions have $1.53T invested in Microsoft in 2021 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 1,624 increasing their positions, 1,877 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,007
Holders Change
+50
Holders Change %
+1.26%
% of All Funds
70.37%
Holding in Top 10
2,194
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.76%
% of All Funds
38.53%
New
161
Increased
1,624
Reduced
1,877
Closed
62
Calls
$38.3B
Puts
$30.8B
Net Calls
+$7.5B
Net Calls Change
-$3.73B
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
2526
Cohen Investment Advisors
New Hampshire
$5.24M -$13.3K -47 -0.3%
AIM
2527
Axiom Investment Management
New York
$5.23M -$1.02M -3,604 -16%
WAG
2528
Winthrop Advisory Group
Massachusetts
$5.19M -$162K -576 -3%
ATIA
2529
American Trust Investment Advisors
New Hampshire
$5.19M +$388K +1,376 +8%
FFC
2530
First Financial Corp
Indiana
$5.17M -$120K -427 -2%
SRSA
2531
S.R. Schill & Associates
Washington
$5.15M -$639K -2,265 -11%
LFA
2532
Legacy Financial Advisors
Kentucky
$5.15M +$466K +1,654 +10%
PIMG
2533
Patriot Investment Management Group
Tennessee
$5.15M +$13.8K +49 +0.3%
BCM
2534
Boltwood Capital Management
California
$5.15M -$56.4K -200 -1%
BCP
2535
Blackhawk Capital Partners
Wisconsin
$5.15M +$55.3K +196 +1%
TA
2536
Trellis Advisors
Washington
$5.15M +$219K +778 +4%
GA
2537
Geller Advisors
New York
$5.14M +$35.5K +126 +0.7%
CFIA
2538
Cantor Fitzgerald Investment Advisors
New York
$5.14M +$22.3K +79 +0.4%
WDG
2539
Wealth Dimensions Group
Ohio
$5.14M +$257K +913 +5%
LCM
2540
LCM Capital Management
Illinois
$5.14M -$150K -533 -3%
AIP
2541
Almanack Investment Partners
Pennsylvania
$5.11M +$422K +1,498 +9%
BIP
2542
Blueprint Investment Partners
North Carolina
$5.1M +$3.12M +11,053 +157%
WA
2543
Waverly Advisors
Alabama
$5.1M +$262K +789 +5%
OIS
2544
Okabena Investment Services
Minnesota
$5.09M -$1.74M -6,158 -25%
TF
2545
Trek Financial
Arizona
$5.09M +$1.76M +6,232 +53%
FCA
2546
FLC Capital Advisors
California
$5.09M +$56.4K +200 +1%
CWM
2547
Connecticut Wealth Management
Connecticut
$5.08M +$899K +3,187 +21%
SW
2548
StrongBox Wealth
Missouri
$5.08M -$211K -747 -4%
PM
2549
Precept Management
Texas
$5.08M
ARC
2550
Advisor Resource Council
Texas
$5.07M -$4.84M -17,166 -49%