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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 %
FMI
1901
F/M Investments
District of Columbia
$10.7M +$2.46M +8,742 +30%
JGUA
1902
John G. Ullman & Associates
New York
$10.7M -$156K -555 -1%
NGM
1903
North Growth Management
British Columbia, Canada
$10.7M
CFG
1904
Cooper Financial Group
California
$10.7M +$202K +716 +2%
PL
1905
Plancorp LLC
Missouri
$10.7M +$1.62M +5,764 +18%
SCM
1906
Spreng Capital Management
Ohio
$10.7M +$48.3K +167 +0.5%
KNW
1907
Kesler Norman & Wride
Utah
$10.7M -$23.7K -84 -0.2%
XI
1908
XXEC Inc
Oklahoma
$10.7M -$352K -1,250 -3%
AWM
1909
Aevitas Wealth Management
Massachusetts
$10.7M +$129K +459 +1%
PM
1910
Penbrook Management
New York
$10.7M -$11.3K -40 -0.1%
CWC
1911
Carolinas Wealth Consulting
North Carolina
$10.7M -$106K -377 -1%
EWM
1912
Endurance Wealth Management
Rhode Island
$10.6M -$36.9K -131 -0.3%
AWE
1913
Avidian Wealth Enterprises
Texas
$10.6M +$326K +1,158 +3%
TCM
1914
Traynor Capital Management
Pennsylvania
$10.6M +$366K +1,300 +4%
FHCM
1915
Force Hill Capital Management
New York
$10.6M +$10.6M +37,580 New
OIM
1916
Orca Investment Management
Oregon
$10.6M -$393K -1,394 -4%
AC
1917
Avestar Capital
New York
$10.6M -$28.8K -102 -0.3%
OGC
1918
Oak Grove Capital
New Hampshire
$10.5M -$324K -1,150 -3%
BWM
1919
BerganKDV Wealth Management
Minnesota
$10.5M +$1.85M +6,555 +21%
GL
1920
Graypoint LLC
New York
$10.5M +$1.21M +4,291 +13%
MW
1921
Marcum Wealth
Ohio
$10.5M +$948K +3,361 +10%
SAM
1922
Socorro Asset Management
Texas
$10.5M +$128K +453 +1%
FPGK
1923
Financial Partners Group (Kansas)
Kansas
$10.5M +$132K +470 +1%
BWA
1924
BDO Wealth Advisors
Florida
$10.5M +$20.6K +73 +0.2%
SCA
1925
Stokes Capital Advisors
South Carolina
$10.5M -$389K -1,380 -4%