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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 %
CAGAS
2876
Capital Advisory Group Advisory Services
Minnesota
$3.36M +$30.4K +108 +0.9%
DA
2877
Dillon & Associates
Michigan
$3.35M +$212K +750 +7%
CWP
2878
Concord Wealth Partners
Virginia
$3.35M -$1.36M -4,807 -29%
AWM
2879
Adams Wealth Management
Utah
$3.35M +$597K +2,118 +22%
ICM
2880
Islay Capital Management
Texas
$3.34M +$38.3K +136 +1%
ML
2881
McAdam LLC
Pennsylvania
$3.33M +$20.6K +73 +0.6%
CP
2882
Covenant Partners
Tennessee
$3.33M
CFA
2883
Cahill Financial Advisors
Minnesota
$3.33M +$11K +39 +0.3%
GCM
2884
Gables Capital Management
Florida
$3.32M +$125K +445 +4%
CAM
2885
Cacti Asset Management
Georgia
$3.31M
DE
2886
Day & Ennis
Georgia
$3.31M +$33K +117 +1%
CIA
2887
Cascade Investment Advisors
Oregon
$3.3M -$441K -1,565 -12%
GWM
2888
Gitterman Wealth Management
New Jersey
$3.3M -$84.6K -300 -2%
FSCM
2889
Front Street Capital Management
Montana
$3.3M -$127K -452 -4%
W
2890
WealthOne
New York
$3.29M -$57.5K -204 -2%
ACG
2891
Allen Capital Group
Nebraska
$3.29M +$62.9K +223 +2%
JWA
2892
JFS Wealth Advisors
Pennsylvania
$3.28M +$1.7M +6,042 +108%
DMBA
2893
Deseret Mutual Benefit Administrators
Utah
$3.27M -$768K -2,725 -19%
WG
2894
Winton Group
United Kingdom
$3.27M +$1.13M +4,004 +53%
CAC
2895
Certified Advisory Corp
Florida
$3.27M +$59.8K +212 +2%
MSCM
2896
McElhenny Sheffield Capital Management
Texas
$3.26M +$3.26M +11,578 New
CAN
2897
Claraphi Advisory Network
United States
$3.26M -$376K -1,332 -10%
FFG
2898
Fortem Financial Group
California
$3.24M -$72.2K -256 -2%
ZC
2899
Zeit Capital
Colorado
$3.23M -$169K -600 -5%
EI
2900
Ellevest Inc
New York
$3.23M +$10.4K +37 +0.3%