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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 %
EPWM
3601
Essex Private Wealth Management
Massachusetts
$841K -$8.74K -31 -1%
KFS
3602
Kelly Financial Services
Massachusetts
$837K -$220M -781,211 -100%
MAM
3603
Marquette Asset Management
Minnesota
$827K +$5.36K +19 +0.7%
WF
3604
Whelan Financial
California
$822K +$822K +2,916 New
FFG
3605
Ford Financial Group
California
$820K -$84.6K -300 -9%
WWM
3606
WJ Wealth Management
Arizona
$819K +$70.4K +250 +9%
DWM
3607
Defined Wealth Management
Oregon
$816K +$4.79K +17 +0.6%
WCWM
3608
Willow Creek Wealth Management
California
$814K
ODFS
3609
O'Donnell Financial Services
California
$809K +$809K +2,870 New
LRIC
3610
Long Road Investment Counsel
Michigan
$807K
EGWAG
3611
Elwood & Goetz Wealth Advisory Group
Georgia
$806K +$98.7K +350 +14%
FEM
3612
Fulcrum Equity Management
Texas
$801K +$575K +2,039 +254%
HIM
3613
Hanlon Investment Management
New Jersey
$799K +$400K +1,420 +100%
HCP
3614
Holt Capital Partners
Texas
$798K
WIC
3615
Wilkins Investment Counsel
Massachusetts
$796K
TAIM
3616
TD Ameritrade Investment Management
Nebraska
$795K -$87.1K -414 -10%
LWA
3617
Lowe Wealth Advisors
Maryland
$795K
NP
3618
Ninepoint Partners
Ontario, Canada
$792K
CWM
3619
Comprehensive Wealth Management
Washington
$791K -$8.46K -30 -1%
CCM
3620
Chiron Capital Management
Florida
$791K +$14.1K +50 +2%
BWM
3621
Brickley Wealth Management
California
$789K +$21.1K +75 +3%
QTM
3622
qPULA Trading Management
New York
$789K +$789K +2,800 New
GKWIM
3623
Gerber Kawasaki Wealth & Investment Management
California
$787K -$90.3M -90,345 -99%
3F
3624
360 Financial
Minnesota
$785K -$84.6K -300 -10%
SAM
3625
Silphium Asset Management
United Kingdom
$785K +$527K +1,869 +204%