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Microsoft

4,516 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 2,178 increasing their positions, 1,893 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,516
Holders Change
-2
Holders Change %
-0.04%
% of All Funds
71.47%
Holding in Top 10
2,483
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-1.66%
% of All Funds
39.29%
New
157
Increased
2,178
Reduced
1,893
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
2926
Orion Capital Management
California
$4.17M +$45K +146 +1%
CGA
2927
Channing Global Advisors
Florida
$4.17M -$59.8K -194 -1%
UAM
2928
Unison Asset Management
Florida
$4.16M
VCM
2929
Viewpoint Capital Management
Washington
$4.16M +$20.4K +66 +0.5%
I
2930
INVST
Indiana
$4.16M +$63.5K +240 +2%
HNW
2931
High Note Wealth
Minnesota
$4.15M +$1.52M +4,945 +58%
EA
2932
Eudaimonia Advisors
Tennessee
$4.15M -$545K -1,769 -12%
MPW
2933
Monterey Private Wealth
California
$4.15M +$630K +2,008 +18%
JWM
2934
Jeppson Wealth Management
California
$4.15M +$203K +659 +5%
PA
2935
Paragon Advisors
Texas
$4.15M +$1.68M +5,445 +68%
MAM
2936
McLean Asset Management
Virginia
$4.14M +$76.8K +249 +2%
EBA
2937
Eagle Bay Advisors
New York
$4.14M +$474K +1,537 +13%
GPWA
2938
Great Point Wealth Advisors
Massachusetts
$4.14M +$1.07M +3,456 +35%
HHAM
2939
HITE Hedge Asset Management
Massachusetts
$4.14M +$1.02M +3,300 +33%
GWM
2940
Graybill Wealth Management
Illinois
$4.13M +$4.13M +13,403 New
SWM
2941
Scissortail Wealth Management
Oklahoma
$4.13M -$243K -839 -6%
JWA
2942
JFS Wealth Advisors
Pennsylvania
$4.13M -$17.9K -58 -0.4%
RHP
2943
Royal Harbor Partners
Texas
$4.13M +$36.1K +117 +0.9%
PCMC
2944
Private Capital Management (Colorado)
Colorado
$4.11M +$684K +2,217 +20%
EGA
2945
E&G Advisors
Texas
$4.11M +$78.9K +256 +2%
PWM
2946
Prentice Wealth Management
New York
$4.1M +$89.7K +291 +2%
BFA
2947
Beacon Financial Advisory
Ohio
$4.1M +$113K +366 +3%
PWA
2948
Physician Wealth Advisors
Utah
$4.1M +$31K +107 +0.8%
LIA
2949
LBMC Investment Advisors
Tennessee
$4.1M +$70.3K +228 +2%
ESBC
2950
E.S. Barr & Co
Kentucky
$4.1M +$240K +777 +6%