MSFT icon

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 %
BFO
2076
Biltmore Family Office
North Carolina
$8.84M +$1.69M +5,997 +24%
HA
2077
Hamel Associates
New Jersey
$8.78M -$244K -867 -3%
CFFP
2078
Center for Financial Planning
Michigan
$8.77M +$14.4K +51 +0.2%
HCM
2079
Highlander Capital Management
New Jersey
$8.76M
KI
2080
Kapitalo Investimentos
Brazil
$8.76M -$863K -3,060 -9%
IC
2081
Inscription Capital
Texas
$8.73M -$21.2M -75,024 -71%
CT
2082
Columbia Trust
Oregon
$8.71M +$21.7K +77 +0.2%
GP
2083
Geneva Partners
Wisconsin
$8.71M +$5.36K +19 +0.1%
CSPIA
2084
Cary Street Partners Investment Advisory
Virginia
$8.71M -$460K -1,630 -5%
BHBT
2085
Burke & Herbert Bank & Trust
Virginia
$8.71M -$1.69K -6 -0%
CP
2086
Corbenic Partners
Pennsylvania
$8.7M +$569K +2,019 +7%
Members Trust
2087
Members Trust
Florida
$8.68M -$89.2K -314 -1%
LHC
2088
Little House Capital
Massachusetts
$8.66M -$618K -2,193 -7%
DFA
2089
Delta Financial Advisors
Louisiana
$8.66M -$93.6K -332 -1%
SF
2090
Symphony Financial
Texas
$8.65M -$2.64M -9,306 -23%
TCM
2091
Tandem Capital Management
New Jersey
$8.64M +$110K +390 +1%
STA
2092
Summit Trail Advisors
New York
$8.63M +$1.63M +5,785 +23%
HZ
2093
Hixon Zuercher
Ohio
$8.63M +$144K +510 +2%
FBT
2094
First Bank & Trust
South Dakota
$8.62M +$282 +1 +0%
CAAS
2095
Capital Asset Advisory Services
Michigan
$8.62M +$29.3K +104 +0.3%
CFMC
2096
Curbstone Financial Management Corp
New Hampshire
$8.59M -$282K -1,002 -3%
VRM
2097
Vectors Research Management
New York
$8.54M -$24.5K -87 -0.3%
VFA
2098
Voya Financial Advisors
Connecticut
$8.53M +$398K +1,403 +5%
BOM
2099
Bank of Marin
California
$8.53M +$2.54K +9 +0%
AWM
2100
Affinity Wealth Management
Delaware
$8.52M +$9.6K +34 +0.1%