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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 %
JWA
2901
JFS Wealth Advisors
Pennsylvania
$4.52M +$604K +1,797 +15%
PPWM
2902
Paragon Private Wealth Management
Kentucky
$4.52M +$4.52M +13,436 New
RB
2903
Richmond Brothers
Michigan
$4.52M +$4.52M +13,453 New
VCM
2904
Viewpoint Capital Management
Washington
$4.52M +$4.52M +13,429 New
OCM
2905
Orion Capital Management
California
$4.5M +$33.6K +100 +0.8%
FNC
2906
First National Corp
Massachusetts
$4.5M +$2.13M +6,334 +90%
BCP
2907
Berkeley Capital Partners
Georgia
$4.49M -$2.69K -8 -0.1%
SC
2908
Schulhoff & Co
Ohio
$4.48M -$30.3K -90 -0.7%
CFM
2909
Capricorn Fund Managers
United Kingdom
$4.48M +$4.48M +13,327 New
SC
2910
Sierra Capital
Florida
$4.47M +$658K +1,956 +17%
FSC
2911
Full Sail Capital
Oklahoma
$4.47M -$25.7K -89 -0.6%
BIA
2912
Bigelow Investment Advisors
Maine
$4.46M -$153K -455 -3%
RW
2913
REDW Wealth
New Mexico
$4.46M -$71K -211 -2%
RHP
2914
Royal Harbor Partners
Texas
$4.46M +$123K +365 +3%
CBT
2915
CoreFirst Bank & Trust
Kansas
$4.45M -$904K -2,688 -17%
CWP
2916
Curated Wealth Partners
California
$4.44M -$15.1K -45 -0.3%
ER
2917
Enlightenment Research
Florida
$4.44M +$4.44M +13,200 New
HNWAG
2918
High Net Worth Advisory Group
Florida
$4.43M +$4.43M +13,180 New
LF
2919
LifeSteps Financial
California
$4.43M -$589K -1,750 -12%
ONST
2920
Old North State Trust
North Carolina
$4.43M +$642K +1,908 +17%
FMN
2921
Financial Management Network
California
$4.43M -$96.1K -292 -2%
NF
2922
Nikulski Financial
Iowa
$4.42M +$249K +739 +6%
FCAG
2923
First Capital Advisors Group
New Jersey
$4.41M +$4.41M +13,126 New
PWA
2924
Physician Wealth Advisors
Utah
$4.41M +$12.2K +39 +0.3%
FIBT
2925
First International Bank & Trust
North Dakota
$4.4M +$4.4M +13,089 New