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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 %
AW
3676
Avion Wealth
Texas
$676K
CRCM
3677
Corbett Road Capital Management
Virginia
$674K +$50.5K +179 +8%
PWS
3678
Precision Wealth Strategies
Missouri
$674K +$192K +680 +40%
MIM
3679
Martin Investment Management
Florida
$671K
CFA
3680
Camarda Financial Advisors
Florida
$664K -$15.2K -54 -2%
BCM
3681
Birmingham Capital Management
Alabama
$664K
BIA
3682
Bell Investment Advisors
California
$661K +$661K +2,346 New
VCG
3683
Vantage Consulting Group
Virginia
$656K -$88.8K -315 -12%
DC
3684
Defender Capital
North Carolina
$654K +$75.9K +269 +13%
VFG
3685
V2 Financial group
Illinois
$654K -$1.35M -4,800 -67%
QAM
3686
Q3 Asset Management
Michigan
$653K +$653K +2,301 New
HCM
3687
Howard Capital Management
Georgia
$651K -$283K -948 -30%
CP
3688
Camelot Portfolios
Ohio
$650K -$488K -1,730 -43%
BDF
3689
Black Diamond Financial
Maryland
$650K -$31.3K -111 -5%
RWG
3690
Ratio Wealth Group
Colorado
$648K +$32.1K +114 +5%
RFO
3691
RiverGlades Family Offices
Florida
$648K
RIM
3692
Reliant Investment Management
Tennessee
$647K +$88K +312 +16%
PWM
3693
Praetorian Wealth Management
California
$646K
MC
3694
McMorgan & Co
California
$644K +$644K +2,283 New
PC
3695
Prairiewood Capital
North Dakota
$643K
AC
3696
AlphaCore Capital
California
$643K +$306K +1,085 +91%
HTC
3697
Hershey Trust Company
Pennsylvania
$641K
IWA
3698
IVC Wealth Advisors
Pennsylvania
$641K +$11.6K +41 +2%
PIA
3699
Powell Investment Advisors
Florida
$640K +$282 +1 +0%
SWAG
3700
Spectrum Wealth Advisory Group
California
$638K -$248K -881 -28%