MSFT icon

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 %
RL
3626
Ruffer LLP
United Kingdom
$782K -$6.04K -21 -0.8%
AG
3627
AlphaSimPlex Group
Massachusetts
$778K +$778K +2,761 New
ETS
3628
ESL Trust Services
New York
$773K
TIM
3629
Total Investment Management
Arizona
$771K +$90.2K +320 +13%
WFAG
3630
Wescott Financial Advisory Group
Pennsylvania
$770K -$93.9K -333 -11%
BWLSA
3631
Blue Water Life Science Advisors
California
$769K
ONGA
3632
O'Neil Global Advisors
California
$763K -$499K -1,769 -40%
AWM
3633
Aprio Wealth Management
Georgia
$763K +$2.26K +8 +0.3%
SI
3634
Shaker Investments
Ohio
$762K
DC
3635
Derby & Company
Massachusetts
$761K +$89.3K +317 +13%
EA
3636
Eclectic Associates
California
$759K -$20K -71 -3%
PFT
3637
Providence First Trust
Arizona
$749K -$25.4K -90 -3%
FS
3638
Ferguson Shapiro
Georgia
$749K +$564 +2 +0.1%
FPIS
3639
Financial Planning & Information Services
Wisconsin
$748K +$16.6K +59 +2%
ACM
3640
Alamar Capital Management
California
$743K +$206K +732 +38%
CRIG
3641
Charter Research & Investment Group
Connecticut
$740K
OBWP
3642
O'Brien Wealth Partners
Massachusetts
$739K -$967K -3,346 -57%
Nisa Investment Advisors
3643
Nisa Investment Advisors
Missouri
$739K +$27.7K +98,394 +4%
AFS
3644
Annapolis Financial Services
Maryland
$738K +$25.6K +91 +4%
BMD
3645
Better Money Decisions
New Mexico
$738K +$169K +598 +30%
SAM
3646
Sequent Asset Management
Texas
$735K +$84.6K +300 +13%
SWA
3647
Sightline Wealth Advisors
Connecticut
$729K +$282 +1 +0%
OGF
3648
Orin Green Financial
California
$727K +$1.97K +7 +0.3%
FI
3649
FIDELIS iM
Oregon
$723K +$723K +2,565 New
NQWM
3650
Northwest Quadrant Wealth Management
Oregon
$722K +$2.84K +10 +0.4%