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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 %
PSCM
3201
Per Stirling Capital Management
Texas
$2.44M +$2.44M +10,193 New
SC
3202
Sonen Capital
California
$2.44M +$93.1K +388 +4%
GWP
3203
Gateway Wealth Partners
Wisconsin
$2.44M +$2.44M +10,174 New
ZAM
3204
Zeal Asset Management
Hong Kong
$2.44M – – –
RLKPA
3205
Robbie L. Kennerson P.A.
Florida
$2.43M +$2.43M +10,141 New
RCA
3206
Reitz Capital Advisors
Michigan
$2.43M +$254K +1,059 +12%
TCM
3207
Tributary Capital Management
Nebraska
$2.43M -$150K -625 -6%
NJBEST
3208
New Jersey Better Educational Savings Trust
New Jersey
$2.43M – – –
ADIM
3209
Alpha DNA Investment Management
Maryland
$2.43M +$1.27M +5,311 +110%
BC
3210
Barrett & Company
Rhode Island
$2.43M – – –
CFG
3211
Carr Financial Group
Massachusetts
$2.43M +$2.43M +10,113 New
CPA
3212
Capital Performance Advisors
California
$2.42M -$11.5K -48 -0.5%
KFA
3213
Kapstone Financial Advisors
Ohio
$2.42M +$2.42M +9,148 New
RPGK
3214
Retirement Planning Group (Kansas)
Kansas
$2.42M -$959 -4 -0%
MA
3215
MBA Advisors
Pennsylvania
$2.42M +$1.92K +8 +0.1%
PFP
3216
Paragon Financial Partners
California
$2.41M +$1.44K +6 +0.1%
CWM
3217
Catalyst Wealth Management
Georgia
$2.41M +$2.41M +10,033 New
KIA
3218
KLR Investment Advisors
Rhode Island
$2.4M +$2.4M +10,026 New
TFP
3219
Tilia Fiduciary Partners
North Carolina
$2.4M +$132K +549 +6%
SIMM
3220
Stillwater Investment Management (Minnesota)
Minnesota
$2.4M +$12.5K +52 +0.5%
WHC
3221
Wulff, Hansen & Co
California
$2.4M +$8.39K +35 +0.4%
MUAMU
3222
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.4M +$1.2M +5,000 +100%
AT
3223
Arvest Trust
Oklahoma
$2.4M +$138K +574 +6%
JWM
3224
Janiczek Wealth Management
Colorado
$2.39M +$133K +556 +6%
PW
3225
Peninsula Wealth
California
$2.39M -$69.5K -290 -3%
127 128
129
130 131