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Microsoft

4,006 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, 1,623 increasing their positions, 1,877 reducing their positions, and 62 closing their positions.

Holders
4,006
Holders Change
+50
Holders Change %
+1.26%
% of All Funds
70.37%
Holding in Top 10
2,193
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.76%
% of All Funds
38.52%
New
161
Increased
1,623
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 %
RWA
3926
RGT Wealth Advisors
Texas
$255K 905 +905 New
LL
3927
LPWM LLC
Minnesota
$254K 878 -156 -15%
LWIC
3928
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K 900 +900 New
ICMP
3929
Integrated Capital Management (Pennsylvania)
Pennsylvania
$253K 900
JSA
3930
Jacobson & Schmitt Advisors
Wisconsin
$252K 893
G
3931
Gainplan
Michigan
$252K 901 +901 New
WIM
3932
Westside Investment Management
California
$252K 22,581 -330 -1%
APSP
3933
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K 887 +2 +0.2%
VFIC
3934
Valley Forge Investment Consultants
Pennsylvania
$248K 879 -292 -25%
KCM
3935
Kendall Capital Management
Maryland
$245K 869 +86 +11%
WAM
3936
Wakefield Asset Management
Colorado
$244K 865 +865 New
HWA
3937
Hillcrest Wealth Advisors
New Jersey
$242K 858 -63 -7%
NHFG
3938
New Harbor Financial Group
Massachusetts
$239K 850
HC
3939
Hatton Consulting
Arizona
$237K 839
AM
3940
Atwater Malick
Pennsylvania
$233K 828 +61 +8%
GIA
3941
Goodwin Investment Advisory
Georgia
$231K 819 +819 New
PWAC
3942
Private Wealth Advisors (California)
California
$229K 694 +694 New
GG
3943
GenWealth Group
New Jersey
$228K 807
HF
3944
Halpern Financial
Virginia
$226K 803 +315 +65%
KCMH
3945
Keywise Capital Management (HK)
Hong Kong
$226K 800
GF
3946
Goodman Financial
Texas
$226K 800
MA
3947
MANA Advisors
New York
$226K 803 +803 New
JAWM
3948
J. Arnold Wealth Management
Ohio
$225K 798 +1 +0.1%
PFA
3949
Peak Financial Advisors
Colorado
$221K 785 +785 New
HA
3950
Harborview Advisors
Maine
$215K 761