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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 %
DBIA
1926
Dumont & Blake Investment Advisors
New Jersey
$10.5M -$316K -1,120 -3%
TA
1927
Tiedemann Advisors
New York
$10.5M -$1.07M -3,794 -9%
JWCA
1928
J.W. Coons Advisors
Ohio
$10.5M -$30.2K -107 -0.3%
RWA
1929
Roberts Wealth Advisors
California
$10.4M +$10.4M +37,030 New
TPA
1930
Trivium Point Advisory
Connecticut
$10.4M +$421K +1,427 +4%
VBFG
1931
Vishria Bird Financial Group
Tennessee
$10.4M +$146K +517 +1%
TC
1932
Tairen Capital
Hong Kong
$10.4M -$2.32M -8,212 -18%
ED
1933
Exane Derivatives
France
$10.4M -$658K -2,335 -6%
Verition Fund Management
1934
Verition Fund Management
Connecticut
$10.4M -$285M -1,010,930 -96%
HCA
1935
Horan Capital Advisors
Ohio
$10.4M +$51.9K +184 +0.5%
SFG
1936
Summit Financial Group
West Virginia
$10.3M +$577K +2,047 +6%
EBT
1937
Enterprise Bank & Trust
Massachusetts
$10.3M -$259K -918 -2%
WPC
1938
White Pine Capital
Minnesota
$10.3M -$206K -730 -2%
SBL
1939
Sargent Bickham Lagudis
Colorado
$10.3M -$5.92K -21 -0.1%
AWP
1940
Ascent Wealth Partners
New York
$10.3M -$2.54K -9 -0%
CA
1941
Crewe Advisors
Utah
$10.3M +$2.79M +9,910 +37%
MS
1942
Marshall & Sullivan
Washington
$10.3M +$86.3K +306 +0.8%
PHS
1943
Pekin Hardy Strauss
Illinois
$10.3M +$143K +506 +1%
GAG
1944
GM Advisory Group
New York
$10.2M -$331K -1,174 -3%
BAM
1945
Brave Asset Management
New Jersey
$10.2M -$90.2K -320 -0.9%
PCR
1946
Potrero Capital Research
California
$10.2M
AWM
1947
Aries Wealth Management
Maine
$10.2M -$30.7K -109 -0.3%
CNBTD
1948
Citizens National Bank Trust Department
Mississippi
$10.2M -$9.87K -35 -0.1%
WPIC
1949
White Pine Investment Company
Michigan
$10.2M -$308K -1,093 -3%
KCM
1950
Kingdon Capital Management
New York
$10.2M -$4.34M -15,391 -30%