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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 %
EA
3101
Echo45 Advisors
California
$3.65M +$3.65M +10,860 New
W
3102
WealthOne
New York
$3.64M -$287K -853 -7%
KW
3103
KWB Wealth
California
$3.64M +$24.9K +74 +0.7%
OHWP
3104
Oak Harbor Wealth Partners
North Carolina
$3.63M +$3.63M +10,798 New
BCM
3105
Bancreek Capital Management
California
$3.63M +$3.63M +10,800 New
AIA
3106
Arbor Investment Advisors
North Carolina
$3.63M -$33K -98 -0.9%
ST
3107
Sentinel Trust
Texas
$3.63M +$2.46M +7,326 +212%
CC
3108
Commons Capital
Massachusetts
$3.62M +$3.62M +10,775 New
ORC
3109
O'Rourke & Company
Massachusetts
$3.62M +$3.62M +10,758 New
HFS
3110
Howard Financial Services
Texas
$3.61M -$140K -415 -4%
WIC
3111
WealthBridge Investment Counsel
Alberta, Canada
$3.6M +$51.1K +152 +1%
HAC
3112
Harbor Advisory Corp
New Hampshire
$3.59M +$134K +399 +4%
FF
3113
Fluent Financial
Texas
$3.59M -$131K -391 -4%
LDFR
3114
Lehman & Derafelo Financial Resources
Pennsylvania
$3.59M -$155K -461 -4%
IA
3115
IAM Advisory
Pennsylvania
$3.59M -$8.17K -26 -0.2%
IWN
3116
Independent Wealth Network
Iowa
$3.59M +$1.73M +5,145 +93%
APWA
3117
Atlas Private Wealth Advisors
New Jersey
$3.58M -$57.5K -171 -2%
AIC
3118
Argus Investors Counsel
New York
$3.56M -$138K -409 -4%
TA
3119
Tectonic Advisors
Texas
$3.54M +$20.8K +62 +0.6%
AC
3120
ASB Consultores
Florida
$3.54M +$3.54M +10,519 New
GCMG
3121
Gyroscope Capital Management Group
Florida
$3.53M -$67.3K -200 -2%
VA
3122
Verdad Advisers
Massachusetts
$3.53M +$1.43M +4,250 +68%
FZCM
3123
Flynn Zito Capital Management
New York
$3.53M +$3.53M +10,494 New
RPCONE
3124
Retirement Planning Company of New England
Rhode Island
$3.53M +$3.53M +10,486 New
OFW
3125
Omnia Family Wealth
Florida
$3.52M +$203K +605 +6%