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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 %
PA
3176
Proem Advisors
Texas
$3.36M -$3.7M -11,000 -52%
VFP
3177
Verus Financial Partners
Virginia
$3.36M -$4.37K -13 -0.1%
PBO
3178
Peoples Bank (Ohio)
Ohio
$3.35M -$232K -689 -6%
GPWA
3179
Great Point Wealth Advisors
Massachusetts
$3.35M -$48.8K -145 -1%
BFWA
3180
Benchmark Financial Wealth Advisors
Florida
$3.34M +$95.8K +285 +3%
EWS
3181
Evergreen Wealth Solutions
Pennsylvania
$3.34M +$3.34M +9,936 New
TFGT
3182
TS Financial Group (TSFG)
Illinois
$3.34M +$70K +208 +2%
RAM
3183
Redmond Asset Management
Virginia
$3.34M +$95.5K +284 +3%
PSC
3184
Prentiss Smith & Co
Vermont
$3.34M -$60.5K -180 -2%
AWA
3185
AmeriServ Wealth Advisors
Pennsylvania
$3.34M +$219K +650 +7%
EPA
3186
Element Pointe Advisors
Florida
$3.33M +$5.05K +15 +0.2%
SIG
3187
Spinnaker Investment Group
California
$3.33M +$3.33M +10,975 New
DHGWA
3188
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3.33M +$3.33M +9,894 New
ITIM
3189
Indiana Trust & Investment Management
Indiana
$3.33M +$4.71K +14 +0.1%
LK
3190
Lumbard & Kellner
New Hampshire
$3.31M
RC
3191
RBO & Co
California
$3.31M
KOMWMG
3192
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.3M -$279K -829 -8%
EHWM
3193
Eads & Heald Wealth Management
Georgia
$3.3M -$260K -774 -7%
CWMGP
3194
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.3M +$3.3M +9,813 New
PC
3195
Pecaut & Co
Iowa
$3.3M -$161K -478 -5%
CC
3196
Callan Capital
California
$3.3M +$958K +2,848 +41%
DG
3197
DMC Group
Alabama
$3.3M +$3.3M +10,990 New
SCP
3198
Shorepoint Capital Partners
Massachusetts
$3.29M -$292K -869 -8%
PWM
3199
PBMares Wealth Management
Virginia
$3.29M +$608K +1,807 +23%
PFP
3200
Paragon Financial Partners
California
$3.29M +$3.29M +9,767 New