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Microsoft

4,518 hedge funds and large institutions have $1.76T invested in Microsoft in 2021 Q4 according to their latest regulatory filings, with 656 funds opening new positions, 1,636 increasing their positions, 1,942 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,518
Holders Change
+511
Holders Change %
+12.75%
% of All Funds
69.78%
Holding in Top 10
2,525
Holding in Top 10 Change
+331
Holding in Top 10 Change %
+15.09%
% of All Funds
39%
New
656
Increased
1,636
Reduced
1,942
Closed
77
Calls
$48.5B
Puts
$36.9B
Net Calls
+$11.5B
Net Calls Change
+$4.04B
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
2501
IMA Advisory Services
Colorado
$7.01M +$57.2K +170 +0.8%
WMP
2502
Wealth Management Partners
Arizona
$6.99M -$295K -886 -4%
PP
2503
Prospector Partners
Connecticut
$6.97M -$84.1K -250 -1%
DIS
2504
Diversified Investment Strategies
Louisiana
$6.97M -$89.1K -265 -1%
PM
2505
Phraction Management
Connecticut
$6.97M +$6.97M +20,709 New
FWP
2506
FAS Wealth Partners
Kansas
$6.95M -$620K -1,843 -8%
CH
2507
Canton Hathaway
Rhode Island
$6.94M -$752K -2,235 -10%
BWG
2508
Beta Wealth Group
California
$6.93M
WMA
2509
Wealth Management Associates
New Jersey
$6.92M +$73K +217 +1%
PAA
2510
Peregrine Asset Advisers
Oregon
$6.92M +$153K +456 +2%
MC
2511
Mathes Company
New York
$6.92M -$403K -1,198 -6%
AFA
2512
AllGen Financial Advisors
Florida
$6.92M +$541K +1,608 +8%
PWA
2513
Peterson Wealth Advisors
Utah
$6.91M +$5.5M +16,339 +389%
OWA
2514
Octavia Wealth Advisors
Ohio
$6.9M +$253K +751 +4%
KIC
2515
Kensington Investment Counsel
California
$6.9M +$6.9M +20,508 New
SIAP
2516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.88M -$423K -1,258 -6%
GKFF
2517
George Kaiser Family Foundation
Oklahoma
$6.87M
RCA
2518
Resonant Capital Advisors
Wisconsin
$6.87M +$457K +1,358 +7%
PRS
2519
Pinkerton Retirement Specialists
Idaho
$6.86M +$18.5K +55 +0.3%
FCFC
2520
First Commonwealth Financial Corp
Pennsylvania
$6.86M +$4.71K +14 +0.1%
KTC
2521
Kistler-Tiffany Companies
Pennsylvania
$6.86M +$3.7K +11 +0.1%
FC
2522
Forte Capital
New York
$6.85M +$97.2K +289 +1%
SMA
2523
Sage Mountain Advisors
Georgia
$6.84M +$2.21M +6,558 +48%
OIA
2524
Optimum Investment Advisors
Illinois
$6.82M +$3.7K +11 +0.1%
MA
2525
McBroom & Associates
Nevada
$6.8M +$6.8M +20,212 New