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Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.51B
2
BlackRock
BlackRock
New York
+$3.17B
3
Barclays
Barclays
United Kingdom
+$2.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
5
CSA
Cottage Street Advisors
Massachusetts
+$1.34B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.38B
2
Capital World Investors
Capital World Investors
California
-$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.22B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
5
GQG Partners
GQG Partners
Florida
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
2751
Harbor Advisory Corp
New Hampshire
$3.92M -$179K -748 -4%
MJB
2752
Mark J. Bradley
$3.92M -$31.2K -130 -0.8%
LAI
2753
Legal Advantage Investments
California
$3.91M -$5.52K -23 -0.1%
RFMS
2754
RWQ Financial Management Services
Florida
$3.9M +$673K +2,806 +21%
JWM
2755
Jeppson Wealth Management
California
$3.89M +$26.1K +109 +0.7%
NCM
2756
NCM Capital Management
New Jersey
$3.88M +$100K +419 +3%
CCM
2757
Chickasaw Capital Management
Tennessee
$3.88M -$168K -700 -4%
OHWP
2758
Oak Harbor Wealth Partners
North Carolina
$3.87M +$46.3K +193 +1%
TWI
2759
Thomas White International
Illinois
$3.87M – – –
MWVC
2760
Morgens Waterfall Vintiadis & Co
New York
$3.86M – – –
CWP
2761
Curated Wealth Partners
California
$3.86M +$39.3K +164 +1%
AIM
2762
Athena Investment Management
California
$3.86M +$50.8K +212 +1%
AWA
2763
Acorn Wealth Advisors
Michigan
$3.86M +$31.2K +130 +0.8%
GAG
2764
Goodman Advisory Group
Massachusetts
$3.85M +$226K +944 +6%
HSWM
2765
Hubbell Strickland Wealth Management
Louisiana
$3.85M -$91.6K -382 -2%
BP
2766
BBR Partners
New York
$3.85M -$1.99M -8,300 -34%
HG
2767
Herbst Group
Connecticut
$3.85M +$2.4K +10 +0.1%
NWM
2768
Northcape Wealth Management
New York
$3.84M -$2.3M -9,601 -37%
IAMOG
2769
Investors Asset Management of Georgia
Georgia
$3.84M -$2.4K -10 -0.1%
WAM
2770
Werlinich Asset Management
Connecticut
$3.84M -$43.2K -180 -1%
PM
2771
Precept Management
Texas
$3.84M +$1.58M +6,600 +70%
GF
2772
Gries Financial
Ohio
$3.84M +$230K +957 +6%
PA
2773
Paragon Advisors
Texas
$3.83M -$153K -639 -4%
MPPW
2774
Mitchell & Pahl Private Wealth
Oklahoma
$3.83M -$14.4K -60 -0.4%
LRWA
2775
Long Run Wealth Advisors
New York
$3.83M +$99.5K +415 +3%
109 110
111
112 113