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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 %
WG
2651
Watchman Group
Texas
$4.46M -$215K -761 -5%
CAWM
2652
Capital Advisors Wealth Management
Washington
$4.46M -$25.7K -91 -0.6%
MCIA
2653
Mountain Capital Investment Advisors
Colorado
$4.45M +$77K +261 +2%
JIP
2654
JBJ Investment Partners
South Carolina
$4.45M
FC
2655
Financial Consulate
Maryland
$4.45M +$114K +405 +3%
PWA
2656
Phoenix Wealth Advisors
North Carolina
$4.44M -$1.48M -5,235 -25%
AAM
2657
AR Asset Management
California
$4.44M
HIC
2658
Harvey Investment Company
Kentucky
$4.44M -$28.2K -100 -0.6%
WAS
2659
Wealth Advisory Solutions
Indiana
$4.44M +$515K +1,826 +13%
REMPR
2660
Roof Eidam Maycock Peralta (REMP)
California
$4.43M -$110K -391 -2%
MAM
2661
McLean Asset Management
Virginia
$4.41M +$174K +561 +4%
CPSC
2662
Carl P. Sherr & Co
Massachusetts
$4.39M -$564 -2 -0%
AWA
2663
Alta Wealth Advisors
Massachusetts
$4.39M -$11K -39 -0.2%
AIS
2664
AM Investment Strategies
Tennessee
$4.39M +$5.07K +18 +0.1%
FSC
2665
Full Sail Capital
Oklahoma
$4.39M -$430K -1,525 -9%
MMHP
2666
Murphy Middleton Hinkle & Parker
Georgia
$4.39M -$7.05K -25 -0.2%
HWMA
2667
Heritage Wealth Management (Arizona)
Arizona
$4.38M +$294K +1,044 +7%
LWM
2668
Liberty Wealth Management
California
$4.38M -$1.61M -5,683 -27%
CA
2669
Capital Advantage
California
$4.37M -$21.1K -75 -0.5%
DWP
2670
Destiny Wealth Partners
Florida
$4.37M -$1.44M -5,096 -25%
PCM
2671
Perkins Capital Management
Minnesota
$4.37M
CBFP
2672
Cedar Brook Financial Partners
Ohio
$4.37M -$202K -718 -4%
CAM
2673
Cozad Asset Management
Illinois
$4.36M -$15.5K -55 -0.4%
BZWA
2674
Blue Zone Wealth Advisors
California
$4.33M +$7.05K +25 +0.2%
AC
2675
Addison Capital
Pennsylvania
$4.33M -$4.79K -17 -0.1%