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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 %
TW
1101
Transform Wealth
Colorado
$32.2M +$131K +463 +0.4%
FGP
1102
Foyston, Gordon, & Payne
Ontario, Canada
$32.2M -$3.85M -13,673 -11%
FTDI
1103
First Trust Direct Indexing
Massachusetts
$32.1M +$344K +1,220 +1%
AIM
1104
Avity Investment Management
Connecticut
$32M -$944K -3,350 -3%
HVIA
1105
Hudson Valley Investment Advisors
New York
$32M -$787K -2,793 -2%
BCM
1106
BTC Capital Management
Iowa
$32M -$1.12M -3,971 -3%
S
1107
SignatureFD
Georgia
$31.9M +$1.79M +6,367 +6%
RWP
1108
RWA Wealth Partners
Massachusetts
$31.9M +$239K +849 +0.8%
BCM
1109
Bridgeway Capital Management
Texas
$31.9M +$338K +1,200 +1%
SCM
1110
Sahana Capital Management
Connecticut
$31.9M -$29.6M -104,922 -48%
PCM
1111
Pennsylvania Capital Management
Pennsylvania
$31.8M +$113K +364 +0.4%
CC
1112
Cypress Capital
Tennessee
$31.8M +$30.8M +109,421 +3,376%
CNC
1113
Canandaigua National Corp
New York
$31.7M -$1.94M -6,873 -6%
DWT
1114
Dorsey & Whitney Trust
South Dakota
$31.7M -$218K -773 -0.7%
HAIM
1115
Hunter Associates Investment Management
Pennsylvania
$31.7M -$817K -2,898 -3%
SC
1116
Sepio Capital
Utah
$31.6M -$2.2M -7,813 -7%
IUHSA
1117
Itau Unibanco Holding S.A.
Brazil
$31.5M +$7.77M +27,575 +33%
EN1L
1118
Engine No 1 LLC
California
$31.5M +$4.64M +16,458 +17%
CA
1119
Claar Advisors
New York
$31.4M
WP
1120
WMS Partners
Maryland
$31.3M -$493K -1,747 -2%
PAM
1121
Private Asset Management
California
$31.2M +$375K +1,331 +1%
FA
1122
Fagan Associates
New York
$31.2M -$195K -692 -0.6%
BRWM
1123
B. Riley Wealth Management
Tennessee
$31.1M +$18.7M +66,346 +151%
RCM
1124
Ratan Capital Management
Florida
$31.1M -$8.33M -29,542 -21%
HR
1125
Howe & Rusling
New York
$31M +$406K +1,440 +1%