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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 %
PIM
2676
Perpetual Investment Management
Australia
$4.33M +$411K +1,459 +11%
SAA
2677
Southeast Asset Advisors
Georgia
$4.32M -$39.8K -141 -0.9%
SN
2678
Sittner & Nelson
Oregon
$4.32M -$2.54K -9 -0.1%
SRC
2679
Sage Rhino Capital
California
$4.32M +$66.3K +235 +2%
TCWM
2680
Total Clarity Wealth Management
Illinois
$4.32M -$48.5K -172 -1%
JF
2681
JSF Financial
California
$4.31M +$271K +961 +7%
SLWS
2682
Swaine & Leidel Wealth Services
Florida
$4.31M +$4.31M +15,290 New
MFP
2683
Meridian Financial Partners
Virginia
$4.31M +$85.5K +292 +2%
AMIM
2684
Aull & Monroe Investment Management
Alabama
$4.3M -$103K -365 -2%
WAAG
2685
Wealth Alliance Advisory Group
Kansas
$4.3M -$9.59K -34 -0.2%
DW
2686
Domani Wealth
Pennsylvania
$4.29M -$8.46K -30 -0.2%
WWM
2687
WT Wealth Management
Arizona
$4.29M +$124K +441 +3%
I
2688
INVST
Indiana
$4.29M +$293K +1,041 +7%
FG
2689
Foster Group
Iowa
$4.28M +$282 +1 +0%
RA
2690
Rational Advisors
New York
$4.26M +$547K +1,940 +15%
PWA
2691
Physician Wealth Advisors
Utah
$4.26M +$94.9K +312 +2%
ACM
2692
Ashford Capital Management
Delaware
$4.25M -$101K -357 -2%
SA
2693
Shilanski & Associates
Alaska
$4.25M -$999K -3,542 -19%
SRAM
2694
Spouting Rock Asset Management
Pennsylvania
$4.24M -$741K -2,630 -15%
RPCA
2695
Running Point Capital Advisors
California
$4.24M +$2.4M +8,498 +130%
DBRC
2696
D.B. Root & Company
Pennsylvania
$4.24M -$482K -1,709 -10%
WA
2697
Waddell & Associates
Tennessee
$4.23M +$1.45M +5,151 +52%
LA
2698
LexAurum Advisors
Kansas
$4.23M +$89.9K +319 +2%
SIC
2699
Shoker Investment Counsel
Ohio
$4.21M -$145K -516 -3%
SA
2700
SAM Advisors
California
$4.21M +$4.21M +14,932 New