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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 %
RW
2776
REDW Wealth
New Mexico
$3.8M +$5.07K +18 +0.1%
NJBEST
2777
New Jersey Better Educational Savings Trust
New Jersey
$3.8M
RWP
2778
Ridgecrest Wealth Partners
California
$3.8M +$400K +1,420 +12%
RIM
2779
Rockbridge Investment Management
New York
$3.79M +$456K +1,619 +14%
MW
2780
MBL Wealth
North Carolina
$3.79M +$3.79M +13,455 New
AFAS
2781
Acorn Financial Advisory Services
Virginia
$3.79M -$11.4M -40,470 -75%
FCM
2782
Fortis Capital Management
Washington
$3.79M -$761K -2,700 -17%
SC
2783
Schulhoff & Co
Ohio
$3.78M +$37.5K +133 +1%
WA
2784
Wealth Architects
California
$3.78M -$202K -715 -5%
APW
2785
Austin Private Wealth
Texas
$3.78M +$77.3K +274 +2%
GPFA
2786
Game Plan Financial Advisors
Ohio
$3.77M -$49.3K -175 -1%
BCP
2787
Berkeley Capital Partners
Georgia
$3.77M -$13K -46 -0.3%
LA
2788
Latitude Advisors
Florida
$3.76M +$1.87M +6,642 +99%
DI
2789
Disciplined Investments
Oklahoma
$3.76M +$113K +400 +3%
OCM
2790
Orion Capital Management
California
$3.74M +$12.1K +43 +0.3%
HCM
2791
HMS Capital Management
Tennessee
$3.74M -$178K -633 -5%
CWP
2792
Curated Wealth Partners
California
$3.74M
CIM
2793
Corda Investment Management
Texas
$3.74M +$8.74K +31 +0.2%
NFG
2794
Northeast Financial Group
Pennsylvania
$3.74M -$374K -1,328 -9%
EGA
2795
E&G Advisors
Texas
$3.74M +$3.74M +13,250 New
JWM
2796
Jeppson Wealth Management
California
$3.73M +$56.7K +201 +2%
GC
2797
Gilbert & Cook
Iowa
$3.73M +$626K +2,219 +20%
TI
2798
tru Independence
Oregon
$3.72M -$930K -3,300 -20%
RZH
2799
Relyea Zuckerberg Hanson
Connecticut
$3.72M -$413K -1,466 -10%
TAM
2800
Todd Asset Management
Kentucky
$3.71M -$133K -470 -3%