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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 %
PWM
1351
Perigon Wealth Management
California
$22.1M +$64.8K +230 +0.3%
FPCM
1352
Financial Partners Capital Management
New York
$22.1M -$434K -1,540 -2%
KJHP
1353
K.J. Harrison & Partners
Ontario, Canada
$22.1M +$289K +1,020 +1%
GEM
1354
Global Endowment Management
North Carolina
$22M +$2.12M +7,528 +11%
BFM
1355
Boothbay Fund Management
New York
$22M +$2.73M +9,669 +14%
IPAM
1356
ICICI Prudential Asset Management
India
$22M +$8.5M +30,000 +63%
IIM
1357
Ipswich Investment Management
Massachusetts
$22M -$488K -1,730 -2%
MCM
1358
Mitchell Capital Management
Kansas
$22M -$191K -677 -0.9%
BP
1359
Ballentine Partners
Massachusetts
$22M +$123K +437 +0.6%
AMCA
1360
Arthur M. Cohen & Associates
Illinois
$21.9M +$149K +530 +0.7%
MCM
1361
McRae Capital Management
New Jersey
$21.9M -$510K -1,809 -2%
CPIG
1362
Chicago Partners Investment Group
Illinois
$21.8M +$784K +2,357 +4%
SNT
1363
Security National Trust
West Virginia
$21.8M
DAS
1364
Dynamic Advisor Solutions
Arizona
$21.7M +$1.42M +5,040 +7%
ITFISA
1365
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.7M +$133K +470 +0.6%
PMG
1366
ProVise Management Group
Florida
$21.7M -$14.1M -49,900 -39%
CAM
1367
Claret Asset Management
Quebec, Canada
$21.7M -$135K -480 -0.6%
CMTU
1368
Capital Markets Trading (UK)
United Kingdom
$21.7M +$21.7M +76,241 New
SCM
1369
Stonebridge Capital Management
California
$21.6M -$240K -850 -1%
HCM
1370
Huber Capital Management
California
$21.6M
XF
1371
XML Financial
Maryland
$21.6M +$17.8M +63,002 +463%
LWM
1372
Lyell Wealth Management
California
$21.6M -$68.8K -244 -0.3%
PCMC
1373
Paragon Capital Management (Colorado)
Colorado
$21.5M -$11.6K -41 -0.1%
LSA
1374
L & S Advisors
California
$21.5M -$3.69M -13,072 -15%
CW
1375
CreativeOne Wealth
Kansas
$21.5M +$613K +2,177 +3%