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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 %
FA
3351
Fermata Advisors
California
$2.09M +$213K +888 +11%
MWPCG
3352
Measured Wealth Private Client Group
New Hampshire
$2.09M -$200K -835 -9%
GAM
3353
Gould Asset Management
California
$2.09M -$40.8K -170 -2%
TA
3354
TFB Advisors
Kansas
$2.09M +$2.09M +8,704 New
MC
3355
Mount Capital
United Kingdom
$2.09M – – –
PBO
3356
Peoples Bank (Ohio)
Ohio
$2.09M -$250K -1,042 -11%
EDRIA
3357
Edmonds Duncan Registered Investment Advisors
Kansas
$2.08M -$2.4K -10 -0.1%
PWM
3358
Penobscot Wealth Management
Maine
$2.08M +$117K +487 +6%
CFSG
3359
Clark Financial Services Group
Missouri
$2.07M +$8.39K +35 +0.4%
AC
3360
ASB Consultores
Florida
$2.07M -$269K -1,122 -12%
OPOWM
3361
One Plus One Wealth Management
Florida
$2.07M -$68.8K -287 -3%
AAMC
3362
Asset Allocation & Management Company
Illinois
$2.07M +$988K +4,119 +91%
DLG
3363
Daniel L. Goodwin
$2.06M +$12K +50 +0.6%
CWM
3364
Castle Wealth Management
Florida
$2.06M -$119K -496 -5%
OW
3365
Olistico Wealth
Oklahoma
$2.06M +$2.06M +8,593 New
AIS
3366
American Investment Services
Massachusetts
$2.06M -$21.8K -91 -1%
GSIS
3367
Global Strategic Investment Solutions
Arizona
$2.06M +$11.3K +47 +0.6%
GJIA
3368
Glass Jacobson Investment Advisors
Maryland
$2.06M +$2.06M +8,586 New
PC
3369
Pecaut & Co
Iowa
$2.05M -$99.8K -416 -5%
OWA
3370
Opal Wealth Advisors
New York
$2.05M +$25.2K +105 +1%
TFA
3371
Transamerica Financial Advisors
Florida
$2.05M -$138K -577 -6%
SCA
3372
Southern Capital Advisors
Tennessee
$2.05M +$61.9K +258 +3%
JWM
3373
Jessup Wealth Management
Ohio
$2.04M +$2.04M +8,519 New
WC
3374
Westhampton Capital
North Carolina
$2.04M +$156K +650 +8%
WGCA
3375
Wolf Group Capital Advisors
Virginia
$2.04M +$291K +1,213 +17%
133 134
135
136 137