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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 %
GLAM
1951
Gardner Lewis Asset Management
Pennsylvania
$10.2M
AIA
1952
AIMZ Investment Advisors
California
$10.1M -$162K -573 -2%
RM
1953
Resource Management
Louisiana
$10.1M +$820K +2,909 +9%
CA
1954
Cornerstone Advisory
Maryland
$10.1M -$161K -571 -2%
PTP
1955
Platform Technology Partners
New York
$10.1M -$1.37M -4,870 -12%
TP
1956
Tranquility Partners
Tennessee
$10.1M +$969K +3,436 +11%
PWPS
1957
Pinnacle Wealth Planning Services
Ohio
$10.1M +$177K +627 +2%
MMPW
1958
Mitchell McLeod Pugh & Williams
Alabama
$10.1M +$1.03M +3,653 +11%
CNC
1959
Citizens & Northern Corp
Pennsylvania
$10.1M -$308K -1,093 -3%
CIM
1960
Contravisory Investment Management
Massachusetts
$10M -$429K -1,520 -4%
OAMG
1961
Odey Asset Management Group
United Kingdom
$10M +$1.22M +4,336 +14%
CWM
1962
Concentric Wealth Management
California
$9.99M -$311K -1,102 -3%
CT
1963
Clearstead Trust
Maine
$9.99M +$444K +1,575 +5%
JCM
1964
Jacobi Capital Management
Pennsylvania
$9.99M +$533K +1,891 +6%
LA
1965
LVW Advisors
New York
$9.97M +$22K +78 +0.2%
KCM
1966
Karp Capital Management
California
$9.97M +$169K +599 +2%
CIM
1967
CIM Investment Management
Pennsylvania
$9.95M -$64.6K -229 -0.6%
4WM
1968
44 Wealth Management
Oregon
$9.94M -$202K -717 -2%
AAMA
1969
Advanced Asset Management Advisors
Ohio
$9.91M -$169K -599 -2%
CWM
1970
Chronos Wealth Management
Florida
$9.91M -$535K -1,896 -5%
Fuller & Thaler Asset Management
1971
Fuller & Thaler Asset Management
California
$9.89M -$677K -2,400 -6%
BMWM
1972
Brown Miller Wealth Management
Virginia
$9.89M +$32.1K +114 +0.3%
LCP
1973
Legacy Capital Partners
Wisconsin
$9.89M -$243K -862 -2%
IA
1974
IFG Advisory
Georgia
$9.88M +$538K +1,907 +6%
SEC
1975
Seven Eight Capital
New York
$9.87M +$9.87M +35,000 New