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Microsoft

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
3151
Etesian Wealth Advisors
Oregon
$2.59M +$2.59M +10,784 New
JWA
3152
JFS Wealth Advisors
Pennsylvania
$2.58M -$734K -3,059 -22%
GAMC
3153
Garner Asset Management Corp
Texas
$2.57M +$13.4K +56 +0.5%
SIC
3154
SFE Investment Counsel
California
$2.57M +$525K +2,265 +26%
KA
3155
KLCM Advisors
Wisconsin
$2.57M +$279K +1,163 +12%
FFG
3156
Fortem Financial Group
California
$2.56M -$145K -605 -5%
SCA
3157
Sandy Cove Advisors
Massachusetts
$2.55M +$8.15K +34 +0.3%
PWM
3158
PBMares Wealth Management
Virginia
$2.55M -$163K -678 -6%
FFA
3159
Farther Finance Advisors
California
$2.55M +$2.55M +10,623 New
BFWA
3160
Benchmark Financial Wealth Advisors
Florida
$2.55M +$79.1K +330 +3%
LFA
3161
Landmark Financial Advisors
Kentucky
$2.54M +$453K +1,889 +22%
AWM
3162
Ameliora Wealth Management
Switzerland
$2.54M +$2.05M +8,540 +415%
EWS
3163
Evergreen Wealth Solutions
Pennsylvania
$2.54M +$126K +526 +5%
SDH
3164
Sloy Dahl & Holst
Washington
$2.54M -$111K -463 -4%
PEA
3165
Park Edge Advisors
Ohio
$2.54M +$2.54M +10,585 New
BFG
3166
Bouchey Financial Group
New York
$2.54M +$98.8K +412 +4%
CWA
3167
CM Wealth Advisors
Ohio
$2.53M
MECA
3168
Miller Equity Capital Advisors
Texas
$2.53M +$120K +500 +5%
SIA
3169
Schear Investment Advisers
Ohio
$2.52M +$2.52M +10,524 New
GAM
3170
GEM Asset Management
Michigan
$2.52M +$2.52M +10,523 New
MWP
3171
Madison Wealth Partners
Wisconsin
$2.52M +$95.9K +400 +4%
IVP
3172
Intrinsic Value Partners
Arizona
$2.52M -$3.12K -13 -0.1%
NRI
3173
NFP Retirement Inc
California
$2.51M -$11.3K -47 -0.4%
WCAMG
3174
Woodard & Company Asset Management Group
North Carolina
$2.51M +$194K +809 +8%
SRAM
3175
Spouting Rock Asset Management
Pennsylvania
$2.51M -$39.8K -166 -2%