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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 %
PWSG
2026
Pacific Wealth Strategies Group
California
$9.3M +$114K +403 +1%
BFC
2027
Bedel Financial Consulting
Indiana
$9.29M -$111K -393 -1%
SFP
2028
Shepherd Financial Partners
Massachusetts
$9.29M +$11.3K +40 +0.1%
CCFM
2029
Clear Creek Financial Management
Washington
$9.27M +$55.5K +197 +0.6%
SDJVC
2030
St. Denis J. Villere & Co
Louisiana
$9.27M -$10.2M -36,043 -52%
ACM
2031
AlphaCrest Capital Management
New York
$9.27M +$7.11M +25,207 +329%
COI
2032
Connable Office Inc
Michigan
$9.26M -$553K -1,963 -6%
SIA
2033
SeaBridge Investment Advisors
New Jersey
$9.26M +$341K +1,211 +4%
PA
2034
Procyon Advisors
Connecticut
$9.26M +$520K +1,846 +6%
HA
2035
Herold Advisors
New York
$9.25M +$9.25M +32,807 New
CAS
2036
Cascadia Advisory Services
Oregon
$9.24M -$380K -1,347 -4%
BC
2037
BIT Capital
Germany
$9.21M +$5.61M +19,905 +156%
DTC
2038
Davidson Trust Company
Washington
$9.21M -$227K -805 -2%
CI
2039
CX Institutional
Indiana
$9.2M -$117K -416 -1%
VAG
2040
VisionPoint Advisory Group
Texas
$9.2M +$184K +548 +2%
FP
2041
Financial Perspectives
Minnesota
$9.18M +$84.9K +301 +0.9%
PC
2042
Permanens Capital
New York
$9.18M -$163K -579 -2%
FPTW
2043
Franklin, Parlapiano, Turner & Welch
Texas
$9.17M -$326K -1,156 -3%
JFA
2044
JNBA Financial Advisors
Minnesota
$9.16M -$30.4K -108 -0.3%
EFEM
2045
Eos Focused Equity Management
New York
$9.16M
CFG
2046
Cambridge Financial Group
Ohio
$9.15M -$178K -630 -2%
HCM
2047
Hollencrest Capital Management
California
$9.15M +$1.83M +6,483 +25%
OPW
2048
Oxler Private Wealth
New York
$9.15M -$2.54K -9 -0%
CG
2049
Cutler Group
California
$9.15M +$7.33M +25,991 +403%
SFM
2050
Signet Financial Management
New Jersey
$9.14M +$9.14M +32,417 New