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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 %
MAWCM
3451
Mine & Arao Wealth Creation & Management
California
$1.2M +$14.1K +50 +1%
SC
3452
Soundwatch Capital
Connecticut
$1.2M +$1.2M +4,260 New
HCA
3453
Heck Capital Advisors
Wisconsin
$1.2M -$20.3K -72 -2%
AC
3454
Apogem Capital
New York
$1.2M +$3.38K +12 +0.3%
OHU
3455
Odey Holdings (UK)
United Kingdom
$1.19M +$518K +1,836 +77%
HIS
3456
Harvest Investment Services
Illinois
$1.19M +$11.3K +40 +1%
RWRC
3457
R.W. Roge & Company
New York
$1.19M
PWA
3458
Peterson Wealth Advisors
Utah
$1.18M
T
3459
TRUADVICE
Florida
$1.18M -$3.53M -10,464 -75%
PFA
3460
Pettinga Financial Advisors
Indiana
$1.18M -$28.2K -100 -2%
SL
3461
Salomon & Ludwin
Virginia
$1.17M +$393K +1,394 +50%
CS
3462
Capital Square
Tennessee
$1.17M +$23.7K +82 +2%
BAMG
3463
Brand Asset Management Group
Missouri
$1.17M -$139K -495 -11%
FFA
3464
Fi3 Financial Advisors
Indiana
$1.16M -$12.7K -45 -1%
PI
3465
Pachira Investments
California
$1.16M -$140K -496 -11%
SHWM
3466
Smith & Howard Wealth Management
Georgia
$1.15M -$38.6K -137 -3%
AWM
3467
Activest Wealth Management
Florida
$1.15M +$373K +1,324 +48%
VC
3468
Veery Capital
Delaware
$1.15M -$70.2K -249 -6%
FWM
3469
FSA Wealth Management
Massachusetts
$1.15M
NVIM
3470
New Vernon Investment Management
Illinois
$1.14M
SWP
3471
ShoreHaven Wealth Partners
New Jersey
$1.13M -$31K -110 -3%
HFP
3472
Holistic Financial Partners
Indiana
$1.13M +$7.33K +26 +0.7%
CIAS
3473
CFS Investment Advisory Services
New Jersey
$1.13M +$822K +2,915 +265%
AA
3474
ACT Advisors
North Carolina
$1.13M -$4.23K -15 -0.4%
PAWC
3475
P.A.W. Capital
Connecticut
$1.13M -$141K -500 -11%