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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 %
PCP
1701
Proficio Capital Partners
Massachusetts
$14M -$156K -552 -1%
BAM
1702
Bruderman Asset Management
New York
$14M +$469K +1,665 +3%
UF
1703
Univest Financial
Pennsylvania
$14M -$309K -1,096 -2%
ACM
1704
Argyle Capital Management
Pennsylvania
$14M -$74.7K -265 -0.5%
HWM
1705
Hohimer Wealth Management
Washington
$14M -$589K -2,088 -4%
BWAM
1706
Boyd Watterson Asset Management
Ohio
$13.9M +$84.9K +301 +0.6%
ACA
1707
Atlas Capital Advisors
Wyoming
$13.9M -$4.79M -16,988 -26%
BCB
1708
Brian C. Broderick
$13.9M -$199K -705 -1%
VA
1709
Valmark Advisers
Ohio
$13.8M +$454K +1,611 +3%
ATPW
1710
Ashton Thomas Private Wealth
Arizona
$13.8M +$1.62M +5,754 +13%
OC
1711
Oakworth Capital
Alabama
$13.8M +$72.7K +258 +0.5%
SG
1712
Stonnington Group
California
$13.7M +$900K +3,051 +7%
TCOK
1713
Trust Company of Kansas
Kansas
$13.7M -$550K -1,952 -4%
AA
1714
ALPS Advisors
Colorado
$13.7M -$669K -2,372 -5%
HWAM
1715
Hennion & Walsh Asset Management
New Jersey
$13.7M +$353K +1,251 +3%
CWM
1716
Circle Wealth Management
New Jersey
$13.7M -$394K -1,397 -3%
BS
1717
Bessemer Securities
New York
$13.6M +$2.89M +10,243 +27%
NC
1718
NBW Capital
Massachusetts
$13.6M -$1.82M -6,441 -12%
SFA
1719
Sequoia Financial Advisors
Ohio
$13.6M -$36.6M -129,906 -73%
WIA
1720
Westbourne Investment Advisors
Maryland
$13.6M -$478K -1,694 -3%
WKWM
1721
Walter & Keenan Wealth Management
Indiana
$13.6M -$597K -2,116 -4%
SEIA
1722
Signature Estate & Investment Advisors
California
$13.6M -$534K -1,893 -4%
CWP
1723
CFM Wealth Partners
Texas
$13.6M +$242K +857 +2%
FSCM
1724
First Sabrepoint Capital Management
Texas
$13.6M
TWM
1725
TLW Wealth Management
Florida
$13.6M -$26.2K -93 -0.2%