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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 %
GPWA
3001
Great Point Wealth Advisors
Massachusetts
$3.09M -$94K -392 -3%
LWM
3002
Ledge Wealth Management
Minnesota
$3.09M +$670K +2,794 +28%
VCM
3003
Viewpoint Capital Management
Washington
$3.09M -$101K -420 -3%
DOA
3004
D'Orazio & Associates
Virginia
$3.07M +$897K +3,739 +41%
RHP
3005
Royal Harbor Partners
Texas
$3.06M -$153K -638 -5%
TI
3006
tru Independence
Oregon
$3.06M -$6K -25 -0.2%
PC
3007
Permanens Capital
New York
$3.05M -$341K -1,420 -10%
NC
3008
NewSquare Capital
Pennsylvania
$3.05M +$167K +695 +6%
BIA
3009
Bigelow Investment Advisors
Maine
$3.05M -$268K -1,117 -8%
W
3010
WealthOne
New York
$3.05M +$128K +534 +4%
MIM
3011
Miller Investment Management
Pennsylvania
$3.04M – – –
ORC
3012
O'Rourke & Company
Massachusetts
$3.04M +$162K +675 +6%
LIA
3013
LBMC Investment Advisors
Tennessee
$3.04M -$93K -388 -3%
RAM
3014
Riggs Asset Management
Pennsylvania
$3.04M -$1.88M -7,819 -38%
BSSFA
3015
Baron Silver Stevens Financial Advisors
Florida
$3.03M +$2.16K +9 +0.1%
MWM
3016
Marion Wealth Management
Pennsylvania
$3.03M +$452K +1,883 +18%
IWA
3017
Intercontinental Wealth Advisors
Texas
$3.03M +$10.3K +43 +0.3%
GCP
3018
Garda Capital Partners
Minnesota
$3.03M +$3.03M +12,615 New
DE
3019
Day & Ennis
Georgia
$3.01M +$215K +896 +8%
SAMC
3020
Spectrum Asset Management (California)
California
$3.01M +$5.04K +21 +0.2%
AWP
3021
Accretive Wealth Partners
New Jersey
$3.01M +$196K +816 +7%
PWM
3022
Palumbo Wealth Management
New York
$3.01M +$5.52K +23 +0.2%
AWA
3023
Amplius Wealth Advisors
Pennsylvania
$3M -$245K -1,020 -8%
CCM
3024
CAAS Capital Management
New York
$3M +$1.9M +7,924 +173%
CFCI
3025
Comprehensive Financial Consultants Institutional
Indiana
$3M +$149K +626 +5%
119 120
121
122 123