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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 %
RRCM
3701
Rappaport Reiches Capital Management
Illinois
$637K -$228K -808 -26%
HCM
3702
Horrell Capital Management
Arkansas
$630K
CFP
3703
Curran Financial Partners
South Carolina
$630K +$53.5K +189 +9%
HC
3704
Hoese & Co
Minnesota
$629K
PFA
3705
Plotkin Financial Advisors
Maryland
$626K
PWS
3706
Private Wealth Strategies
Ohio
$622K +$59.3K +210 +11%
BFG
3707
Baron Financial Group
New Jersey
$622K -$13.8K -49 -2%
BA
3708
Bellwether Advisors
Nebraska
$619K +$149K +529 +32%
HA
3709
HC Advisors
Georgia
$618K +$2.54K +9 +0.4%
SFP
3710
Sterling Financial Planning
New Jersey
$616K +$155K +551 +34%
ST
3711
Sageworth Trust
Pennsylvania
$612K -$113K -400 -16%
BSWM
3712
Boston Standard Wealth Management
Massachusetts
$608K -$2.54K -9 -0.4%
RC
3713
Rovin Capital
Arizona
$607K +$63.5K +225 +12%
MWM
3714
MBE Wealth Management
Wisconsin
$605K +$11.8K +42 +2%
LGWM
3715
Litman Gregory Wealth Management
California
$604K +$344K +1,220 +132%
BWP
3716
Bernardo Wealth Planning
Pennsylvania
$603K +$15.2K +54 +3%
MFA
3717
McClarren Financial Advisors
Pennsylvania
$603K +$39.8K +141 +7%
FRM
3718
Fox Run Management
Connecticut
$601K +$601K +2,131 New
PD
3719
Planning Directions
Pennsylvania
$600K +$12.1K +43 +2%
RPSA
3720
Richard P. Slaughter Associates
Texas
$598K -$40K -142 -6%
AFIA
3721
America First Investment Advisors
Nebraska
$597K
TPW
3722
Tiller Private Wealth
Pennsylvania
$597K +$15.2K +54 +3%
NI
3723
NFC Investments
Tennessee
$596K
DWMG
3724
DB Wealth Management Group
California
$596K
NEPPG
3725
New England Professional Planning Group
Rhode Island
$595K -$108K -326 -15%