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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 %
PI
2676
Pettee Investors
Connecticut
$5.78M +$50.1K +149 +0.9%
AMG
2677
Advisors Management Group
Wisconsin
$5.76M -$17.8K -53 -0.3%
AFG
2678
Allegheny Financial Group
Pennsylvania
$5.75M +$793K +2,359 +16%
SWA
2679
Sax Wealth Advisors
New Jersey
$5.75M +$398K +1,183 +7%
MJB
2680
Mark J. Bradley
$5.74M -$238K -708 -4%
BAM
2681
Bruderman Asset Management
New York
$5.74M -$11M -32,597 -66%
WAM
2682
Werlinich Asset Management
Connecticut
$5.73M
RWM
2683
RBA Wealth Management
California
$5.72M +$5.72M +16,995 New
FSA
2684
Financial Sense Advisors
California
$5.71M -$236K -702 -4%
TNAM
2685
Terra Nova Asset Management
New York
$5.7M +$58.9K +175 +1%
SPFA
2686
Summit Place Financial Advisors
New Jersey
$5.69M -$193K -575 -3%
GTAM
2687
Global Trust Asset Management
Florida
$5.69M +$249K +739 +5%
SAM
2688
Secure Asset Management
Michigan
$5.69M +$5.05K +15 +0.1%
WCM
2689
Wunderlich Capital Managemnt
Tennessee
$5.69M -$131K -390 -2%
LAM
2690
L2 Asset Management
Massachusetts
$5.68M +$4.66M +13,845 +457%
SP
2691
Successful Portfolios
Florida
$5.66M -$21.5K -64 -0.4%
PP
2692
Pacifica Partners
Canada
$5.66M +$67.2K +214 +1%
MCP
2693
Martin Capital Partners
Oregon
$5.65M -$141K -419 -2%
DWP
2694
Destiny Wealth Partners
Florida
$5.65M +$432K +1,285 +8%
GPA
2695
Garrison Point Advisors
California
$5.65M -$141K -420 -2%
TCM
2696
Teza Capital Management
Illinois
$5.64M +$958K +2,848 +20%
PIG
2697
Pantheon Investment Group
California
$5.64M -$68.6K -204 -1%
MSFS
2698
Main Street Financial Solutions
Pennsylvania
$5.64M +$115K +342 +2%
WBG
2699
Wharton Business Group
Pennsylvania
$5.64M +$5.64M +16,762 New
MCM
2700
Marathon Capital Management
Maryland
$5.64M -$2.61M -7,771 -32%