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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 %
FDCC
1501
Foster Dykema Cabot & Co
Massachusetts
$17.6M -$101K -358 -0.6%
S
1502
Seeyond
France
$17.6M -$211K -747 -1%
SIM
1503
Sentry Investment Management
Wisconsin
$17.6M -$5.29M -18,769 -23%
RIA
1504
Regal Investment Advisors
Michigan
$17.6M -$236K -838 -1%
SI
1505
Symmetry Investments
Jersey
$17.6M -$8.71M -30,889 -33%
TWA
1506
TCI Wealth Advisors
Arizona
$17.5M -$2.85M -10,118 -14%
MP
1507
McDonald Partners
Ohio
$17.5M +$31.3K +111 +0.2%
EIM
1508
Essex Investment Management
Massachusetts
$17.5M +$38.3K +136 +0.2%
AWG
1509
Alpha Wave Global
New York
$17.5M -$38M -134,628 -68%
TW
1510
TrinityPoint Wealth
Connecticut
$17.5M +$254K +902 +1%
AC
1511
Arjuna Capital
North Carolina
$17.5M +$1.06M +3,761 +6%
VNA
1512
Valley National Advisers
Pennsylvania
$17.4M +$409K +1,452 +2%
NEAM
1513
New England Asset Management
Connecticut
$17.3M +$296K +1,050 +2%
BEAM
1514
Baker Ellis Asset Management
Washington
$17.3M +$266K +909 +2%
VWM
1515
Venturi Wealth Management
Texas
$17.3M +$366K +1,297 +2%
BAS
1516
Brown Advisory Securities
Maryland
$17.3M -$20.7M -73,485 -55%
RWM
1517
RKL Wealth Management
Pennsylvania
$17.2M -$154K -548 -0.9%
PAIM
1518
Punch & Associates Investment Management
Minnesota
$17.2M +$96.4K +342 +0.6%
MCM
1519
Monarch Capital Management
Indiana
$17.2M +$383K +1,357 +2%
MIP
1520
Marietta Investment Partners
Wisconsin
$17.2M -$846K -3,000 -5%
SMG
1521
Spectrum Management Group
Indiana
$17.1M +$2.61M +9,251 +18%
SV
1522
Sturgeon Ventures
United Kingdom
$17.1M -$904K -3,208 -5%
PIM
1523
Parker Investment Management
California
$17.1M -$236K -836 -1%
HCM
1524
Hodges Capital Management
Texas
$17M +$2.84M +10,090 +20%
VEPM
1525
Vista Equity Partners Management
California
$17M +$17M +60,375 New