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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 %
PWM
3151
Peterson Wealth Management
Nevada
$2.16M +$18.9K +67 +0.9%
ACM
3152
Ativo Capital Management
Illinois
$2.15M -$758K -2,687 -26%
LWP
3153
Legacy Wealth Planning
Nevada
$2.15M +$13.3K +47 +0.6%
SFG
3154
StrategIQ Financial Group
Indiana
$2.15M -$36.6K -130 -2%
CWM
3155
Cabot Wealth Management
Massachusetts
$2.14M +$185K +655 +9%
WWM
3156
Wagner Wealth Management
South Carolina
$2.14M -$46.1K -139 -2%
OWA
3157
Outlook Wealth Advisors
Texas
$2.14M +$42.3K +150 +2%
OWA
3158
One Wealth Advisors
California
$2.14M +$541K +1,920 +34%
CCM
3159
Conway Capital Management
California
$2.14M
MF
3160
Magnetar Financial
Illinois
$2.14M +$2.14M +7,582 New
BMCM
3161
Bryn Mawr Capital Management
Pennsylvania
$2.14M +$29K +103 +1%
BAM
3162
Baldrige Asset Management
Pennsylvania
$2.13M -$66.2K -235 -3%
FNBSF
3163
First National Bank Sioux Falls
South Dakota
$2.13M -$2.82K -10 -0.1%
LD
3164
Lipe & Dalton
New York
$2.13M -$14.1K -50 -0.7%
PFA
3165
Professional Financial Advisors
Nebraska
$2.13M -$18.9K -67 -0.9%
SFWC
3166
Strategic Family Wealth Counselors
New Jersey
$2.13M +$423K +1,500 +25%
ACP
3167
Aveo Capital Partners
Colorado
$2.12M +$334K +1,185 +19%
HC
3168
Hamilton Capital
Ohio
$2.12M +$805K +2,857 +61%
AC
3169
Aristides Capital
Kentucky
$2.12M
CP
3170
Coho Partners
Pennsylvania
$2.11M -$84.6K -300 -4%
CG
3171
Corundum Group
Colorado
$2.11M -$199K -705 -9%
COCM
3172
Charter Oak Capital Management
New Hampshire
$2.11M +$24.5K +87 +1%
RTS
3173
Round Table Services
New Jersey
$2.11M +$217K +770 +11%
D
3174
Diversified
Delaware
$2.1M -$59.2K -210 -3%
FIM
3175
Fernwood Investment Management
Massachusetts
$2.1M +$11K +39 +0.5%