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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 %
CAGAS
3351
Capital Advisory Group Advisory Services
Minnesota
$2.69M -$1.32M -3,932 -33%
BCA
3352
Bernzott Capital Advisors
California
$2.68M -$130K -388 -5%
PAM
3353
Paradigm Asset Management
New York
$2.67M -$370K -1,100 -12%
AFS
3354
Aft Forsyth & Sober
Florida
$2.67M
LMAM
3355
Legg Mason Asset Management
Japan
$2.66M +$332K +988 +14%
BPFA
3356
Barnes Pettey Financial Advisors
Mississippi
$2.65M +$2.65M +7,892 New
PWM
3357
Peterson Wealth Management
Nevada
$2.65M +$79.7K +237 +3%
SAM
3358
Satovsky Asset Management
New York
$2.65M +$63.9K +190 +2%
PFWA
3359
Paces Ferry Wealth Advisors
Georgia
$2.65M -$103K -307 -4%
WCM
3360
WealthBridge Capital Management
Ohio
$2.64M -$96.9K -288 -4%
1WM
3361
1900 Wealth Management
Texas
$2.64M +$321K +955 +14%
PCMN
3362
Paradigm Capital Management (Nevada)
Nevada
$2.64M +$2.64M +7,839 New
KFA
3363
Krane Funds Advisors
New York
$2.63M -$346K -1,030 -12%
WLPWM
3364
Walled Lake Planning & Wealth Management
Illinois
$2.63M +$1.68K +5 +0.1%
EDRIA
3365
Edmonds Duncan Registered Investment Advisors
Kansas
$2.63M
FCMA
3366
Foresight Capital Management Advisors
Michigan
$2.62M +$2.62M +7,802 New
ADIM
3367
Alpha DNA Investment Management
Maryland
$2.62M +$1.96M +5,829 +297%
MPPLM
3368
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.62M +$33K +98 +1%
IFS
3369
Intelligent Financial Strategies
Minnesota
$2.62M +$2.62M +7,776 New
MWM
3370
Midwest Wealth Management
Indiana
$2.61M +$274K +816 +12%
VFM
3371
Vivid Financial Management
California
$2.6M +$228K +677 +10%
BMCM
3372
Bryn Mawr Capital Management
Pennsylvania
$2.6M +$50.8K +151 +2%
OWA
3373
One Wealth Advisors
California
$2.6M +$45.7K +136 +2%
CFD
3374
Creative Financial Designs
Indiana
$2.6M -$100K -298 -4%
AIA
3375
Alera Investment Advisors
Illinois
$2.59M -$403K -1,197 -13%