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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 %
CPA
1726
Capital Planning Advisors
California
$13.6M +$27.3K +97 +0.2%
CCM
1727
Consolidated Capital Management
California
$13.5M -$8.74K -31 -0.1%
BONH
1728
Bank of New Hampshire
New Hampshire
$13.5M
BRCM
1729
Bright Rock Capital Management
Massachusetts
$13.5M
WPP
1730
Whalerock Point Partners
Rhode Island
$13.5M +$7.33K +26 +0.1%
Boston Partners
1731
Boston Partners
Massachusetts
$13.5M -$855K -3,034 -6%
MWA
1732
Moser Wealth Advisors
Washington
$13.5M +$1.92M +6,820 +17%
BWM
1733
Bulltick Wealth Management
Florida
$13.5M -$281K -998 -2%
MWM
1734
Modera Wealth Management
New Jersey
$13.4M +$1.9M +6,752 +16%
ISB
1735
Iowa State Bank
Iowa
$13.4M +$78.1K +277 +0.6%
VAS
1736
Valicenti Advisory Services
New York
$13.4M +$1.01M +3,566 +8%
SG
1737
Swarthmore Group
Pennsylvania
$13.4M
CAG
1738
Csenge Advisory Group
Florida
$13.4M +$648K +2,243 +5%
9WM
1739
9258 Wealth Management
Ohio
$13.4M +$77.8K +276 +0.6%
HCM
1740
Hall Capital Management
Rhode Island
$13.4M -$53.8K -191 -0.4%
LBC
1741
Lawrence B. Cohen
$13.4M -$987K -3,501 -7%
HWA
1742
HCR Wealth Advisors
California
$13.4M -$73K -259 -0.5%
WP
1743
WealthSource Partners
California
$13.4M +$168K +596 +1%
EMG
1744
ETF Managers Group
New Jersey
$13.3M +$10.7M +37,581 +401%
SB
1745
Strategic Blueprint
Georgia
$13.3M -$1.74M -6,167 -12%
VIA
1746
Vident Investment Advisory
Georgia
$13.3M +$1.19M +4,217 +10%
ZB
1747
Zions Bancorporation
Utah
$13.3M +$908K +3,220 +7%
VHAM
1748
Van Hulzen Asset Management
California
$13.3M -$112K -398 -0.8%
CBT
1749
Central Bank & Trust
Kentucky
$13.3M +$311K +1,102 +2%
DPIM
1750
Duff & Phelps Investment Management
Illinois
$13.3M -$505K -1,793 -4%