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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 %
IWA
1376
IBEX Wealth Advisors
New Jersey
$21.4M +$153K +543 +0.7%
AF
1377
Advisornet Financial
Minnesota
$21.4M -$5.72M -20,290 -21%
FBC
1378
Fairfield, Bush & Co
Connecticut
$21.4M -$1.49M -5,278 -6%
SCA
1379
Spearhead Capital Advisors
Florida
$21.4M +$3.05M +10,828 +17%
CB
1380
Community Bank
New York
$21.4M -$268K -949 -1%
VST
1381
Van Strum & Towne
California
$21.4M -$132K -467 -0.6%
FBA
1382
Front Barnett Associates
Illinois
$21.3M -$49.9K -177 -0.2%
BWM
1383
Buckley Wealth Management
Nevada
$21.3M +$157K +557 +0.7%
BTWM
1384
Baker Tilly Wealth Management
Wisconsin
$21.3M +$882K +3,128 +4%
HCM
1385
Hutchinson Capital Management
California
$21.1M +$9.3K +33 +0%
CPA
1386
Court Place Advisors
Maryland
$21.1M -$36.7K -130 -0.2%
RCM
1387
RNC Capital Management
California
$21.1M -$584K -2,073 -3%
NCM
1388
Nelson Capital Management
California
$21.1M -$220K -780 -1%
FM
1389
Foster & Motley
Ohio
$21M -$1.17M -4,146 -5%
CIC
1390
Canal Insurance Company
South Carolina
$21M
CCA
1391
Checchi Capital Advisers
California
$21M -$686K -2,433 -3%
GCA
1392
Greenwood Capital Associates
South Carolina
$21M -$758K -2,690 -3%
NWM
1393
Nicola Wealth Management
British Columbia, Canada
$20.9M -$846K -3,000 -4%
HFS
1394
Haverford Financial Services
Pennsylvania
$20.9M -$286K -1,014 -1%
GC
1395
Gratus Capital
Georgia
$20.8M +$798K +2,829 +4%
BAM
1396
Belpointe Asset Management
Nevada
$20.8M -$3.42M -12,129 -14%
KFA
1397
Kelleher Financial Advisors
New York
$20.8M +$7.21M +25,575 +53%
WC
1398
Westwind Capital
New Mexico
$20.8M -$5.14M -18,238 -20%
WCM
1399
Weik Capital Management
Pennsylvania
$20.8M -$1.33M -4,700 -6%
ETI
1400
Enterprise Trust & Investment
California
$20.7M -$458K -1,626 -2%