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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 %
SWG
3651
Summit Wealth Group
Vermont
$722K +$722K +2,560 New
WFA
3652
West Financial Advisors
Iowa
$720K +$28.2K +100 +4%
IFO
3653
Independent Family Office
New York
$716K -$338K -1,200 -32%
RA
3654
Riversedge Advisors
Delaware
$715K -$282 -1 -0%
NFGCM
3655
Norman Fields Gottscho Capital Management
New York
$712K
MFGP
3656
Marshall Financial Group (Pennsylvania)
Pennsylvania
$710K
KLI
3657
Kelman-Lazarov Inc
Tennessee
$708K +$18.3K +65 +3%
AL
3658
Arnhold LLC
New York
$705K -$28.2K -100 -4%
DA
3659
DCF Advisers
Connecticut
$705K
PIC
3660
Portland Investment Counsel
Ontario, Canada
$705K
CCA
3661
Covey Capital Advisors
Georgia
$705K +$705K +2,500 New
CMA
3662
Cedar Mountain Advisors
Oregon
$704K +$9.3K +33 +1%
PWP
3663
Personal Wealth Partners
Minnesota
$703K
EA
3664
Elm Advisors
California
$702K -$61.5K -218 -8%
FSG
3665
Financial Strategies Group
Michigan
$700K +$62.3K +221 +10%
MA
3666
Mosaic Advisors
Texas
$695K -$1.19M -4,209 -63%
SMF
3667
Sterling Manor Financial
New York
$695K +$3.39K +12 +0.5%
BWM
3668
Blossom Wealth Management
California
$695K +$136K +484 +24%
AC
3669
AWM Capital
Arizona
$693K +$693K +2,032 New
NRI
3670
NFP Retirement Inc
California
$690K -$258K -916 -27%
ACM
3671
Anfield Capital Management
California
$689K +$689K +2,243 New
ACA
3672
Ascension Capital Advisors
Texas
$688K
OFG
3673
OmniStar Financial Group
North Carolina
$685K +$685K +2,432 New
SCA
3674
Stuart Chaussee & Associates
California
$684K
EP
3675
EPIQ Partners
Minnesota
$684K