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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 %
PCA
2851
Peddock Capital Advisors
Massachusetts
$3.49M +$2.26K +8 +0.1%
CSWG
2852
Cardinal Strategic Wealth Guidance
Kentucky
$3.48M -$29.9K -106 -0.9%
GM
2853
GeoWealth Management
Illinois
$3.48M +$2.04M +7,240 +142%
SDWIA
2854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.48M +$219K +777 +7%
KIG
2855
Kowal Investment Group
Wisconsin
$3.48M +$262K +930 +8%
BFA
2856
Beacon Financial Advisory
Ohio
$3.47M +$216K +767 +7%
KFS
2857
Kaizen Financial Strategies
California
$3.47M +$3.47M +12,293 New
EM
2858
ELCO Management
New York
$3.46M -$23.7K -84 -0.7%
SICM
2859
Sustainable Insight Capital Management
New York
$3.46M +$404K +1,434 +13%
LIG
2860
Lokken Investment Group
Delaware
$3.46M -$51.3K -182 -1%
FA
2861
Financial Avengers
California
$3.45M +$178K +632 +5%
1CP
2862
17 Capital Partners
Arizona
$3.44M +$14.1K +50 +0.4%
BWCS
2863
Beirne Wealth Consulting Services
Connecticut
$3.44M -$56.3K -200 -2%
PWM
2864
Palumbo Wealth Management
New York
$3.43M -$113K -400 -3%
HI
2865
Hudock Inc
Pennsylvania
$3.43M +$9.3K +33 +0.3%
FNBOH
2866
First National Bank of Hutchinson
Kansas
$3.41M +$18.3K +65 +0.5%
IWA
2867
Intercontinental Wealth Advisors
Texas
$3.41M -$218K -774 -6%
AWM
2868
Accurate Wealth Management
Florida
$3.4M -$27.9K -83 -0.8%
SHA
2869
Seneca House Advisors
Virginia
$3.4M -$149K -529 -4%
VCM
2870
Vivaldi Capital Management
Illinois
$3.4M
BWA
2871
Burt Wealth Advisors
Maryland
$3.39M
CL
2872
CSS LLC
Illinois
$3.38M +$2.95M +10,480 +699%
KCM
2873
KLK Capital Management
California
$3.37M -$397K -1,410 -11%
IA
2874
IAM Advisory
Pennsylvania
$3.37M +$3.37M +11,439 New
IC
2875
Iconiq Capital
California
$3.36M -$343K -1,218 -9%