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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 %
HWA
2976
HHM Wealth Advisors
Tennessee
$4.24M +$42K +125 +1%
CSB
2977
City State Bank
Iowa
$4.23M +$4.23M +12,590 New
TAM
2978
Todd Asset Management
Kentucky
$4.23M -$197K -587 -4%
BSAM
2979
Blue Square Asset Management
New York
$4.23M -$40K -119 -0.9%
AWG
2980
Altus Wealth Group
Colorado
$4.22M +$1.68K +5 +0%
CPM
2981
Connective Portfolio Management
New York
$4.22M +$4.22M +12,479 New
NW
2982
Naviter Wealth
Arkansas
$4.22M +$4.22M +12,542 New
RZH
2983
Relyea Zuckerberg Hanson
Connecticut
$4.22M +$310K +1,046 +8%
ESBC
2984
E.S. Barr & Co
Kentucky
$4.21M +$28.2K +84 +0.7%
PCA
2985
Prospect Capital Advisors
California
$4.2M
NF
2986
NTB Financial
Colorado
$4.2M +$4.2M +12,481 New
MAM
2987
McLean Asset Management
Virginia
$4.2M -$330K -1,038 -7%
MHWM
2988
Montz Harcus Wealth Management
Louisiana
$4.19M +$4.19M +12,461 New
RCM
2989
Requisite Capital Management
Texas
$4.19M +$1.47M +4,370 +54%
FA
2990
Financial Avengers
California
$4.19M +$69.6K +207 +2%
GM
2991
Granger Management
New York
$4.19M
PG
2992
Proffitt & Goodson
Tennessee
$4.18M -$86.8K -258 -2%
GAM
2993
Gemmer Asset Management
California
$4.18M -$1.68K -5 -0%
EF
2994
Empowered Funds
Pennsylvania
$4.17M -$2.89M -8,598 -41%
LAM
2995
Lynch Asset Management
Pennsylvania
$4.17M +$4.17M +12,400 New
SCA
2996
Strategic Capital Advisers
Colorado
$4.17M -$36.3K -108 -0.9%
SDWIA
2997
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.16M +$14.1K +42 +0.3%
PWM
2998
Palumbo Wealth Management
New York
$4.16M +$66.3K +197 +2%
LWA
2999
Lineweaver Wealth Advisors
Ohio
$4.16M -$4.04K -12 -0.1%
MSU
3000
Mizuho Securities USA
New York
$4.16M -$1.46M -4,353 -26%