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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 %
OIM
3376
Opus Investment Management
Massachusetts
$1.41M
AFM
3377
Anson Funds Management
Texas
$1.41M +$1.41M +5,000 New
Cohen & Steers
3378
Cohen & Steers
New York
$1.41M -$365K -1,294 -21%
UWM
3379
USAdvisors Wealth Management
Minnesota
$1.41M +$48.8K +173 +4%
IDA
3380
Intelligence Driven Advisers
California
$1.41M +$86.9K +301 +7%
RFG
3381
Range Financial Group
Oregon
$1.41M -$49.3K -175 -3%
PWM
3382
PRW Wealth Management
Massachusetts
$1.4M -$11.8M -41,799 -89%
WEPOG
3383
Wealth Enhancement & Preservation of GA
Georgia
$1.4M -$7.61K -27 -0.5%
PCH
3384
PGIM Custom Harvest
New Jersey
$1.4M +$212K +1,083 +18%
CG
3385
Castellan Group
Kentucky
$1.4M +$888K +3,150 +175%
CIA
3386
Compass Ion Advisors
Pennsylvania
$1.39M -$231K -818 -14%
BPGAM
3387
BTG Pactual Global Asset Management
Bermuda
$1.39M -$5.28M -18,733 -79%
TWM
3388
TriaGen Wealth Management
California
$1.39M -$2.82K -10 -0.2%
OCPWS
3389
One Charles Private Wealth Services
Massachusetts
$1.39M +$26.2K +93 +2%
LFG
3390
Larson Financial Group
Missouri
$1.39M -$533K -1,890 -28%
NPPM
3391
North Point Portfolio Managers
Ohio
$1.39M +$16.9K +60 +1%
CAG
3392
Curtis Advisory Group
California
$1.38M -$67.1K -238 -5%
JI
3393
Jeereddi Investments
California
$1.38M
SDAM
3394
Shulman DeMeo Asset Management
New York
$1.37M +$1.37M +4,856 New
BC
3395
Blackcrane Capital
Washington
$1.36M
ACH
3396
ArrowMark Colorado Holdings
Colorado
$1.36M -$125K -442 -8%
MFT
3397
Moisand Fitzgerald Tamayo
Florida
$1.36M -$22.6K -80 -2%
AFS
3398
Axiom Financial Strategies
Indiana
$1.35M
LAM
3399
LifePro Asset Management
California
$1.35M -$117K -415 -8%
APWM
3400
Atlas Private Wealth Management
New York
$1.35M +$91.6K +325 +7%