MSFT icon

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 %
KWM
2701
Kolinsky Wealth Management
New Jersey
$5.62M +$5.62M +16,721 New
CWM
2702
Connecticut Wealth Management
Connecticut
$5.61M -$459K -1,364 -8%
BCM
2703
Brookmont Capital Management
Texas
$5.59M -$245K -729 -4%
LCM
2704
Lattice Capital Management
Washington
$5.58M +$5.58M +16,594 New
AHIA
2705
Andrew Hill Investment Advisors
Florida
$5.58M +$5.58M +16,580 New
CPSC
2706
Carl P. Sherr & Co
Massachusetts
$5.57M +$326K +969 +6%
CIA
2707
Citadel Investment Advisory
Ohio
$5.54M -$1.68K -5 -0%
PWA
2708
Phoenix Wealth Advisors
North Carolina
$5.54M +$243K +723 +5%
ANB
2709
Amarillo National Bank
Texas
$5.54M +$59.5K +177 +1%
BLC
2710
Brown, Lisle/Cummings
Rhode Island
$5.53M +$5.53M +16,448 New
GWM
2711
GDS Wealth Management
Texas
$5.53M +$5.53M +16,434 New
CBFP
2712
Cedar Brook Financial Partners
Ohio
$5.52M +$313K +931 +6%
WAAG
2713
Wealth Alliance Advisory Group
Kansas
$5.52M +$396K +1,179 +8%
IC
2714
Iconiq Capital
California
$5.52M +$1.5M +4,469 +37%
SJL
2715
Shayne & Jacobs LLC
Tennessee
$5.52M
CIP
2716
Capital Insight Partners
Arizona
$5.5M +$7.74K +23 +0.1%
KWA
2717
KCS Wealth Advisory
California
$5.5M +$173K +514 +3%
THWM
2718
Taylor Hoffman Wealth Management
Virginia
$5.5M -$210K -624 -4%
MA
2719
MONECO Advisors
Connecticut
$5.5M +$148K +491 +3%
NCM
2720
New Capital Management
Texas
$5.49M -$236K -701 -4%
SW
2721
SkyOak Wealth
Michigan
$5.49M -$43.4K -129 -0.8%
MPPW
2722
Mitchell & Pahl Private Wealth
Oklahoma
$5.48M -$45.4K -135 -0.8%
BCM
2723
Bienville Capital Management
New York
$5.46M -$336 -1 -0%
BSI
2724
Bennett Selby Investments
Maine
$5.46M +$45.7K +136 +0.8%
DFG
2725
Delphi Financial Group
Delaware
$5.45M