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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 %
BAM
3776
Banta Asset Management
California
$492K
HPA
3777
High Probability Advisors
New York
$488K +$103K +367 +27%
TPW
3778
TL Private Wealth
Texas
$487K -$263K -849 -35%
SCM
3779
Seascape Capital Management
New Hampshire
$487K -$7.33K -26 -1%
CFS
3780
Cannon Financial Strategists
Georgia
$484K +$99.8K +354 +26%
KIM
3781
Karpus Investment Management
New York
$479K
SG
3782
Strid Group
Pennsylvania
$473K -$3.1K -11 -0.7%
TA
3783
Townsend & Associates
Colorado
$472K +$589 +2 +0.1%
JA
3784
JVL Associates
Michigan
$470K +$13.3K +47 +3%
SIMG
3785
Stephens Investment Management Group
Texas
$469K
LAS
3786
Lloyd Advisory Services
Georgia
$468K +$83.7K +297 +22%
BA
3787
Ballew Advisors
Mississippi
$464K +$27.1K +92 +6%
MWA
3788
Motive Wealth Advisors
Michigan
$462K +$165K +586 +56%
CIR
3789
Clear Investment Research
Georgia
$461K +$564 +2 +0.1%
RI
3790
Ridgewood Investments
New Jersey
$458K
TSS
3791
Thomas Story & Son
Indiana
$455K -$7.04K -25 -2%
AFG
3792
Affinia Financial Group
Massachusetts
$453K -$6.46K -21 -1%
AWM
3793
Avondale Wealth Management
Texas
$453K +$323K +1,148 +250%
ODIJL
3794
One Day In July LLC
Vermont
$449K +$13.8K +49 +3%
OPWM
3795
Oakwell Private Wealth Management
Texas
$444K
BIA
3796
Barry Investment Advisors
Massachusetts
$444K +$187K +665 +73%
LIM
3797
Lagoda Investment Management
New York
$440K
SFPG
3798
Stonebridge Financial Planning Group
Florida
$440K
HWA
3799
Heartwood Wealth Advisors
Virginia
$440K +$39.8K +141 +10%
AWA
3800
Alaska Wealth Advisors
Alaska
$439K +$91.1K +323 +26%