MSFT icon

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 %
CC
1001
Constitution Capital
Connecticut
$37.4M -$7.94M -28,178 -18%
DP
1002
DDD Partners
Washington
$37.3M +$630K +2,234 +2%
HWA
1003
Heritage Wealth Advisors
Virginia
$37.3M -$295K -1,047 -0.8%
WP
1004
Wedgewood Partners
Missouri
$37.2M -$363K -1,288 -1%
SGI
1005
Summit Global Investments
Utah
$37.2M -$514K -1,823 -1%
GWM
1006
Geneos Wealth Management
Colorado
$37.2M -$161K -557 -0.4%
OPFM
1007
Optimus Prime Fund Management
Cayman Islands
$37.2M -$31M -110,000 -45%
LW
1008
Linscomb Wealth
Texas
$37.1M -$164K -580 -0.4%
PAS
1009
Park Avenue Securities
New York
$37M +$2.31M +8,210 +7%
JIR
1010
James Investment Research
Ohio
$36.9M +$162K +576 +0.4%
FMLI
1011
Fukoku Mutual Life Insurance
Japan
$36.9M +$2.93M +10,390 +9%
HCM
1012
Horiko Capital Management
New York
$36.8M -$1.52M -5,393 -4%
LMIM
1013
Lockheed Martin Investment Management
Maryland
$36.7M -$1.03M -3,650 -3%
Wealth Enhancement Advisory Services
1014
Wealth Enhancement Advisory Services
Minnesota
$36.6M +$1.06M +3,402 +3%
RMC
1015
Resources Management Corp
Connecticut
$36.6M -$379K -1,343 -1%
NFC
1016
Northeast Financial Consultants
Connecticut
$36.6M -$2.83M -10,033 -7%
HTHT
1017
Hemenway Trust Hemenway Trust
New Hampshire
$36.6M -$1.98M -7,023 -5%
VSI
1018
Verde Servicos Internacionais
Brazil
$36.5M +$5.73M +20,313 +19%
UI
1019
Untitled Investments
New York
$36.3M +$1.21M +4,295 +3%
TC
1020
Telemus Capital
Michigan
$36.2M -$3.29M -11,660 -8%
FCMC
1021
Founders Capital Management (Connecticut)
Connecticut
$36.2M -$248K -879 -0.7%
EWM
1022
Empirical Wealth Management
Washington
$36.2M +$2.29M +8,107 +7%
PP
1023
Prudential plc
United Kingdom
$36.2M -$141M -499,100 -80%
VIMU
1024
Veritas Investment Management (UK)
United Kingdom
$36.1M -$5.59M -19,828 -13%
AAM
1025
AO Asset Management
New York
$36.1M -$5.84M -20,700 -14%