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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 %
OFW
3001
Omnia Family Wealth
Florida
$2.78M +$123K +436 +5%
MA
3002
MJP Associates
Connecticut
$2.77M +$51K +181 +2%
RC
3003
RBO & Co
California
$2.77M
AWP
3004
Abacus Wealth Partners
California
$2.77M -$12.4K -44 -0.4%
TFGT
3005
TS Financial Group (TSFG)
Illinois
$2.74M +$86.5K +307 +3%
TWM
3006
Titus Wealth Management
California
$2.73M +$23.1K +82 +0.9%
BFWA
3007
Benchmark Financial Wealth Advisors
Florida
$2.72M +$20.6K +73 +0.8%
AFS
3008
Access Financial Services
Minnesota
$2.72M -$17.5K -62 -0.6%
TWM
3009
TMD Wealth Management
Arizona
$2.72M +$5.08K +18 +0.2%
RAM
3010
Redmond Asset Management
Virginia
$2.72M +$19.2K +68 +0.7%
LB
3011
Legacy Bridge
Iowa
$2.72M -$215K -763 -7%
VAM
3012
Verity Asset Management
North Carolina
$2.71M -$306K -1,085 -10%
BWM
3013
BigSur Wealth Management
Florida
$2.71M -$309K -1,095 -10%
CRC
3014
Catawba River Capital
South Carolina
$2.7M -$3M -10,634 -53%
SWMP
3015
Signature Wealth Management Partners
New Jersey
$2.7M +$141K +500 +6%
MCAI
3016
Members Capital Advisors Inc
Wisconsin
$2.69M
MWPCG
3017
Measured Wealth Private Client Group
New Hampshire
$2.69M -$295K -1,048 -10%
AA
3018
Advisory Alpha
Michigan
$2.68M +$163K +577 +6%
GHAM
3019
Gilman Hill Asset Management
Connecticut
$2.68M +$184K +652 +7%
FRA
3020
Frank Rimerman Advisors
California
$2.68M -$350K -1,241 -12%
AWP
3021
Accretive Wealth Partners
New Jersey
$2.68M +$28.8K +102 +1%
VWA
3022
VERITY Wealth Advisors
United States
$2.67M
SAF
3023
Smith Anglin Financial
Texas
$2.67M +$136K +482 +5%
CAM
3024
CenterStar Asset Management
Illinois
$2.67M -$386K
DAM
3025
Doheny Asset Management
California
$2.67M -$28.2K -100 -1%