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Microsoft

4,476 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,150 increasing their positions, 1,815 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,476
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.4%
Holding in Top 10
2,381
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-1.24%
% of All Funds
41.17%
New
146
Increased
2,150
Reduced
1,815
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
TBWA
3351
Three Bridge Wealth Advisors
California
$1.95M -$33.3K -143 -2%
SWRP
3352
Summit Wealth & Retirement Planning
California
$1.95M -$466 -2 -0%
BWM
3353
BlackDiamond Wealth Management
New York
$1.94M +$163K +650 +9%
SFA
3354
Source Financial Advisors
New York
$1.94M +$213K +913 +12%
PFA
3355
Pathway Financial Advisors
Vermont
$1.94M +$52.4K +225 +3%
LIA
3356
LSP Investment Advisors
New York
$1.93M
SCA
3357
Southern Capital Advisors
Tennessee
$1.93M -$27.2K -117 -1%
CWS
3358
Cypress Wealth Services
California
$1.93M -$127K -541 -6%
MLM
3359
Mount Lucas Management
Pennsylvania
$1.93M -$45.2K -194 -2%
SWM
3360
Salvus Wealth Management
New Jersey
$1.92M +$40.1K +172 +2%
RW
3361
Rede Wealth
Virginia
$1.92M +$43.1K +185 +2%
DFG
3362
Demars Financial Group
Washington
$1.92M +$117K +501 +6%
SIS
3363
Sound Income Strategies
Florida
$1.9M +$187K +801 +11%
PWM
3364
Penobscot Wealth Management
Maine
$1.9M +$114K +488 +6%
HI
3365
Human Investing
Oregon
$1.9M +$234K +1,006 +14%
NFG
3366
Northeast Financial Group
Pennsylvania
$1.9M -$13.7K -59 -0.7%
IWN
3367
Independent Wealth Network
Iowa
$1.9M -$34.9K -150 -2%
SCFS
3368
S.C. Financial Services
Arizona
$1.89M -$7.69K -33 -0.4%
LC
3369
Landaas & Company
Wisconsin
$1.89M +$233 +1 +0%
AIA
3370
Arbor Investment Advisors
North Carolina
$1.88M -$874K -3,754 -32%
FWM
3371
FFT Wealth Management
Pennsylvania
$1.88M +$1.26M +5,412 +205%
PA
3372
PSI Advisors
Florida
$1.87M -$173K -741 -8%
TI
3373
Truepoint Inc
Ohio
$1.87M -$153K -656 -8%
NCG
3374
Newport Capital Group
New Jersey
$1.87M +$931K +3,800 +99%
CFO
3375
Collective Family Office
Pennsylvania
$1.87M -$490K -2,105 -21%