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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 %
FIA
2001
Foundations Investment Advisors
Arizona
$9.55M +$1.33M +4,605 +16%
Twin Tree Management
2002
Twin Tree Management
Texas
$9.53M +$9.53M +33,817 New
BCA
2003
Bray Capital Advisors
Florida
$9.53M -$16.9K -60 -0.2%
CRM
2004
Cramer Rosenthal McGlynn
Connecticut
$9.51M +$142K +502 +2%
FTB
2005
First Trust Bank
Bahamas
$9.49M
AC
2006
Apella Capital
Connecticut
$9.48M +$62.6K +222 +0.7%
LI
2007
Lafayette Investments
Maryland
$9.48M -$19.7K -70 -0.2%
CWM
2008
CCG Wealth Management
California
$9.46M +$8.17M +28,978 +632%
PCA
2009
Providence Capital Advisors
North Carolina
$9.46M -$3.63M -12,871 -28%
AWM
2010
Avitas Wealth Management
California
$9.45M -$82.9K -294 -0.9%
HBWM
2011
Hollow Brook Wealth Management
New York
$9.43M -$147K -523 -2%
SCM
2012
Sitrin Capital Management
California
$9.43M -$2.26K -8 -0%
FVCM
2013
F&V Capital Management
Florida
$9.43M -$221K -785 -2%
NAMP
2014
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.42M -$75.6K -268 -0.8%
BWL
2015
Bogart Wealth LLC
Virginia
$9.41M +$1.12M +3,955 +13%
GWCM
2016
Godshalk Welsh Capital Management
Pennsylvania
$9.39M -$172K -610 -2%
NDSI
2017
Newman Dignan & Sheerar Inc
Rhode Island
$9.39M -$91.9K -326 -1%
BCM
2018
Blume Capital Management
California
$9.39M -$437K -1,550 -4%
RMAM
2019
Raab & Moskowitz Asset Management
New Jersey
$9.37M +$62.3K +221 +0.7%
CA
2020
Claro Advisors
Massachusetts
$9.36M +$1.08M +3,833 +13%
LPIC
2021
LeJeune Puetz Investment Counsel
Michigan
$9.36M +$475K +1,685 +5%
HI
2022
Hendershot Investments
Virginia
$9.35M -$95.8K -340 -1%
BCFD
2023
Boit C.F. David
$9.33M +$940K +3,250 +11%
RAM
2024
Roanoke Asset Management
New Jersey
$9.31M -$9.87K -35 -0.1%
BCCM
2025
Bridge Creek Capital Management
Massachusetts
$9.31M +$159K +565 +2%