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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.

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 Market Value Shares Shares
Change
Shares
Change %
BC
3876
Bridgefront Capital
Texas
$327K 1,161 +1,161 New
CWA
3877
Core Wealth Advisors
Florida
$322K 1,142 -47 -4%
NEGWA
3878
New England Guild Wealth Advisors
Connecticut
$320K 1,137 +1 +0.1%
HG
3879
Harbor Group
New Hampshire
$319K 1,132
WC
3880
Weil Company
California
$318K 1,127
SWM
3881
Shakespeare Wealth Management
Wisconsin
$315K 1,089 +185 +20%
DGI
3882
Disciplined Growth Investors
Minnesota
$313K 1,110 -10 -0.9%
TFA
3883
Tobias Financial Advisors
Florida
$312K 1,105 -40 -3%
JWS
3884
Juncture Wealth Strategies
Arizona
$311K 1,104 -1,420 -56%
CB
3885
Cooke & Bieler
Pennsylvania
$310K 1,098
NIA
3886
NIA Impact Advisors
California
$310K 1,100 +1 +0.1%
KIG
3887
Kessler Investment Group
Indiana
$309K 1,097 +1,078 +5,674%
DWA
3888
Dorsey Wright & Associates
California
$307K 1,087 +1,087 New
WFPG
3889
Waller Financial Planning Group
Ohio
$306K 1,087 +164 +18%
AIS
3890
American Investment Services
Massachusetts
$305K 1,082 +109 +11%
RHJA
3891
Rice Hall James & Associates
California
$302K 1,071
YMRC
3892
Yorktown Management & Research Company
Virginia
$302K 1,070
FAM
3893
Fulcrum Asset Management
United Kingdom
FSWA
3894
Financial Synergies Wealth Advisors
Texas
$299K 1,060 +161 +18%
TI
3895
Telemetry Investments
New York
$297K 1,055 +155 +17%
LAM
3896
Lountzis Asset Management
Pennsylvania
$296K 1,051
FCT
3897
Family Capital Trust
Massachusetts
$296K 1,050
JWM
3898
Jackson Wealth Management
Florida
$291K 172,251 +13,144 +8%
MAP
3899
Milestone Advisory Partners
North Carolina
$288K 1,023 -230 -18%
WFA
3900
Websterrogers Financial Advisors
South Carolina
$285K 1,012