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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 %
IF
3176
IRON Financial
Illinois
$2.51M -$49.6K -207 -2%
EFL
3177
ERn Financial LLC
Wisconsin
$2.5M +$56.8K +237 +2%
LDFR
3178
Lehman & Derafelo Financial Resources
Pennsylvania
$2.49M +$89.7K +374 +4%
SCA
3179
Sassicaia Capital Advisers
New York
$2.49M +$2.49M +10,400 New
FOA
3180
Five Oceans Advisors
California
$2.49M -$238K -993 -9%
RLWM
3181
RF&L Wealth Management
Massachusetts
$2.49M +$2.49M +10,381 New
ICM
3182
Islay Capital Management
Texas
$2.49M +$15.3K +64 +0.6%
TC
3183
Truvestments Capital
Florida
$2.48M -$51.6K -215 -2%
AF
3184
Affiance Financial
Minnesota
$2.48M -$412K -1,717 -14%
PHAM
3185
Palisades Hudson Asset Management
Florida
$2.48M +$1.2K +5 +0%
CWMGP
3186
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.47M +$216K +901 +10%
TC
3187
Trust Company
Kansas
$2.47M -$1.31M -5,456 -35%
SFG
3188
Sowa Financial Group
Rhode Island
$2.47M -$44.1K -184 -2%
FC
3189
Financial Council
Maryland
$2.47M
CFA
3190
Cahill Financial Advisors
Minnesota
$2.46M -$132K -549 -5%
SIS
3191
Sound Income Strategies
Florida
$2.46M +$500K +2,084 +25%
RCG
3192
Rock Creek Group
District of Columbia
$2.46M -$9.35K -39 -0.4%
NG
3193
Northstar Group
New York
$2.46M +$24K +100 +1%
CGA
3194
Channing Global Advisors
Florida
$2.46M -$84.9K -354 -3%
MFGM
3195
Marshall Financial Group (Maryland)
Maryland
$2.46M +$76.5K +319 +3%
LPAM
3196
Lodestar Private Asset Management
California
$2.45M +$2.45M +10,233 New
FAM
3197
Flaharty Asset Management
Florida
$2.45M -$51.3K -214 -2%
PCM
3198
Portolan Capital Management
Massachusetts
$2.45M
AIFAIM
3199
American Institute for Advanced Investment Management
Arizona
$2.45M -$71.7K -299 -3%
DAM
3200
Derbend Asset Management
Georgia
$2.45M +$30.2K +126 +1%