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Microsoft

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
GA
2701
Geller Advisors
New York
$4.13M +$2.01M +8,394 +95%
WFS
2702
Widmann Financial Services
Maryland
$4.12M +$68.6K +286 +2%
SW
2703
SkyOak Wealth
Michigan
$4.11M +$245K +1,020 +6%
CA
2704
Capital Advantage
California
$4.11M +$89.9K +375 +2%
PWMG
2705
Pinnacle Wealth Management Group
Michigan
$4.11M -$646K -2,694 -14%
BCM
2706
Brooktree Capital Management
Michigan
$4.11M
DS
2707
DRW Securities
Illinois
$4.11M -$28M -116,789 -87%
FPF
2708
First Pacific Financial
Washington
$4.11M +$67.6K +282 +2%
RA
2709
Rational Advisors
New York
$4.1M +$2.21M +9,213 +117%
SPC
2710
Stony Point Capital
New York
$4.09M -$785K -3,273 -16%
ML
2711
McAdam LLC
Pennsylvania
$4.08M -$555K -1,651 -12%
MFS
2712
Monetta Financial Services
Illinois
$4.08M
CIP
2713
Convergence Investment Partners
Florida
$4.07M -$625K -2,608 -13%
PK
2714
Pflug Koory
Nebraska
$4.07M +$88.7K +370 +2%
HWA
2715
HHM Wealth Advisors
Tennessee
$4.06M +$34.3K +143 +0.9%
SIA
2716
SkyView Investment Advisors
New Jersey
$4.06M -$266K -1,110 -6%
CCM
2717
Cox Capital Management
Massachusetts
$4.06M +$30K +125 +0.7%
BA
2718
Bridgewater Associates
Connecticut
$4.06M -$72.4M -302,099 -95%
SP
2719
Successful Portfolios
Florida
$4.05M +$94.3K +393 +2%
GIM
2720
Guardian Investment Management
California
$4.04M +$246K +1,025 +6%
TCWA
2721
Ten Capital Wealth Advisors
Washington
$4.03M +$422K +1,759 +12%
AIA
2722
Alera Investment Advisors
Illinois
$4.03M -$160K -667 -4%
JE
2723
JMAC Enterprises
Pennsylvania
$4.01M -$32.1K -134 -0.8%
AP
2724
Adero Partners
California
$4.01M +$367K +1,531 +10%
BWA
2725
Bordeaux Wealth Advisors
California
$4.01M -$815K -3,399 -17%