MSFT icon

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 %
PCA
3001
Peddock Capital Advisors
Massachusetts
$4.16M -$336 -1 -0%
VAFP
3002
Vahanian & Associates Financial Planning
New York
$4.16M +$4.16M +12,353 New
SA
3003
SAM Advisors
California
$4.15M -$503K -1,616 -11%
VFPI
3004
Vantage Financial Partners (Illinois)
Illinois
$4.12M -$151K -450 -4%
IF
3005
Integrity Financial
Wyoming
$4.12M +$4.12M +12,235 New
EFA
3006
Evernest Financial Advisors
Indiana
$4.11M +$4.11M +9,785 New
EM
3007
ELCO Management
New York
$4.11M -$13.8K -41 -0.3%
QCIG
3008
Quad-Cities Investment Group
Iowa
$4.11M -$120K -356 -3%
FSCM
3009
Front Street Capital Management
Montana
$4.11M +$179K +532 +5%
IWA
3010
Intercontinental Wealth Advisors
Texas
$4.11M +$43.7K +130 +1%
ACP
3011
Aveo Capital Partners
Colorado
$4.11M +$1.57M +4,683 +62%
BRA
3012
Bender Robert & Associates
California
$4.1M
DA
3013
Dillon & Associates
Michigan
$4.1M +$106K +315 +3%
EFG
3014
Everhart Financial Group
Ohio
$4.09M +$403K +1,199 +11%
AFAS
3015
Acorn Financial Advisory Services
Virginia
$4.08M -$439K -1,305 -10%
ML
3016
McAdam LLC
Pennsylvania
$4.08M +$110K +326 +3%
FDS
3017
First Dallas Securities
Texas
$4.08M +$338K +1,004 +9%
LIG
3018
Lokken Investment Group
Delaware
$4.07M -$55.2K -164 -1%
AA
3019
Altman Advisors
Illinois
$4.05M +$599K +2,025 +17%
IDBONY
3020
Israel Discount Bank of New York
New York
$4.05M -$116K -346 -3%
SFS
3021
Stiles Financial Services
Minnesota
$4.05M +$4.05M +11,981 New
1CP
3022
17 Capital Partners
Arizona
$4.05M -$63.9K -190 -2%
XS
3023
XR Securities
Illinois
$4.04M +$4.04M +12,015 New
OCM
3024
Olstein Capital Management
New York
$4.04M -$2.35M -7,000 -37%
SICM
3025
Sustainable Insight Capital Management
New York
$4.03M -$95.5K -284 -2%