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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 %
OCM
1826
One Capital Management
California
$12M +$71.9K +255 +0.6%
PFS
1827
Physicians Financial Services
North Carolina
$11.9M -$141K -500 -1%
IWS
1828
Insight Wealth Strategies
California
$11.9M -$16.1K -57 -0.1%
CCM
1829
Compton Capital Management
Rhode Island
$11.9M +$31.3K +111 +0.3%
LJAC
1830
L.J. Altfest & Co
New York
$11.9M -$632K -2,241 -5%
BIM
1831
Baldwin Investment Management
Pennsylvania
$11.9M +$20.3K +72 +0.2%
BIMC
1832
Benson Investment Management Company
Virginia
$11.9M +$1.41K +5 +0%
AWA
1833
Arkadios Wealth Advisors
Georgia
$11.8M -$3.19M -11,325 -21%
NEIRG
1834
New England Investment & Retirement Group
Massachusetts
$11.8M -$454K -1,611 -4%
LOPW
1835
Live Oak Private Wealth
North Carolina
$11.8M +$1.26M +4,481 +12%
WCA
1836
Windsor Creek Advisors
Vermont
$11.8M -$414K -1,469 -3%
RP
1837
Rowlandmiller & Partners
Georgia
$11.8M +$1.55M +7,621 +15%
FNB
1838
Farmers National Bank
Kentucky
$11.8M +$11.8M +52,883 New
CC
1839
Centiva Capital
New York
$11.8M +$11M +38,911 +1,383%
RFM
1840
Royal Fund Management
Florida
$11.7M +$370K +1,314 +3%
LKIM
1841
Lawson Kroeker Investment Management
Nebraska
$11.7M -$286K -1,015 -2%
SIA
1842
Soltis Investment Advisors
Utah
$11.7M -$1.19M -4,206 -9%
LWMM
1843
Legacy Wealth Management (Mississippi)
Mississippi
$11.7M
SWA
1844
SOA Wealth Advisors
New York
$11.6M +$549K +1,948 +5%
CWG
1845
Cornerstone Wealth Group
North Carolina
$11.6M +$295K +1,046 +3%
NL
1846
NKCFO LLC
Illinois
$11.6M
AR
1847
Advisory Research
Illinois
$11.6M +$6.81M +24,161 +143%
BHTS
1848
Bar Harbor Trust Services
Maine
$11.6M +$81.2K +288 +0.7%
NL
1849
NVWM LLC
Pennsylvania
$11.5M -$542K -1,921 -4%
TIA
1850
Tiemann Investment Advisors
California
$11.5M -$115K -409 -1%