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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 %
JFA
1851
Johanson Financial Advisors
California
$11.5M -$4.79K -17 -0%
FANJ
1852
Financial Architects (New Jersey)
New Jersey
$11.5M +$31.3K +111 +0.3%
CCC
1853
Chelsea Counsel Company
California
$11.5M +$206K +730 +2%
LSPW
1854
Lake Street Private Wealth
Illinois
$11.5M +$178K +633 +2%
TNBTD
1855
Trustmark National Bank Trust Department
Mississippi
$11.5M -$214K -759 -2%
AWM
1856
Avior Wealth Management
Nebraska
$11.4M -$174K -618 -1%
LSCM
1857
Light Street Capital Management
California
$11.4M -$10.2M -36,043 -47%
LPT
1858
Legacy Private Trust
Wisconsin
$11.4M +$1.07M +3,793 +10%
SCP
1859
Steamboat Capital Partners
New York
$11.4M -$64.3K -228 -0.6%
TCOO
1860
Trust Company of Oklahoma
Oklahoma
$11.4M -$592K -2,100 -5%
ACS
1861
Archford Capital Strategies
Illinois
$11.3M +$553K +1,961 +5%
RBFC
1862
Roman Butler Fullerton & Co
Missouri
$11.3M -$85.4K -278 -0.7%
RWB
1863
RMR Wealth Builders
New Jersey
$11.3M +$160K +569 +1%
TIP
1864
Torray Investment Partners
Maryland
$11.3M -$248K -880 -2%
MCM
1865
Mattern Capital Management
Colorado
$11.3M -$300K -1,065 -3%
CG
1866
CFO4Life Group
Texas
$11.3M +$633K +2,246 +6%
SAM
1867
Smithbridge Asset Management
Pennsylvania
$11.3M -$97.5K -346 -0.9%
MYIA
1868
Mount Yale Investment Advisors
Colorado
$11.2M +$986K +3,496 +10%
CCM
1869
Corsair Capital Management
New York
$11.2M -$22.3K -79 -0.2%
NCM
1870
Northwest Capital Management
Oregon
$11.2M +$315K +1,019 +3%
RIA
1871
Realta Investment Advisors
Delaware
$11.2M -$23.7K -84 -0.2%
IMOV
1872
Investment Management of Virginia
Virginia
$11.2M -$270K -958 -2%
MJP
1873
Michael J. Puzo
$11.1M -$530K -1,880 -5%
AWS
1874
AJ Wealth Strategies
New York
$11.1M +$550K +1,952 +5%
RFMS
1875
RWQ Financial Management Services
Florida
$11.1M -$121K -430 -1%