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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 %
CSWM
3376
Cassady Schiller Wealth Management
Ohio
$1.87M +$74.5K +320 +4%
ZIMP
3377
Zimmermann Investment Management & Planning
Pennsylvania
$1.86M +$55K +236 +3%
GPCM
3378
Granite Point Capital Management
Massachusetts
$1.86M
BSG
3379
Black Swift Group
Colorado
$1.86M +$1.86M +8,000 New
MCM
3380
Magnolia Capital Management
New York
$1.86M -$57.1K -245 -3%
FH
3381
FWG Holdings
Florida
$1.86M -$156K -672 -8%
CCA
3382
Clearwater Capital Advisors
Illinois
$1.86M +$133K +572 +8%
OWM
3383
Opes Wealth Management
California
$1.85M +$17.9K +77 +1%
OCA
3384
Otter Creek Advisors
Florida
$1.85M +$1.85M +7,960 New
HGERS
3385
Householder Group Estate & Retirement Specialist
Arizona
$1.85M +$80.1K +344 +5%
TSWM
3386
Tyler-Stone Wealth Management
Ohio
$1.85M +$109K +470 +6%
AFS
3387
Aft Forsyth & Sober
Florida
$1.85M
RA
3388
Rational Advisors
New York
$1.84M -$489K -2,099 -21%
CC
3389
Cypress Capital
Tennessee
$1.84M -$24.7M -105,850 -93%
MGWM
3390
Marks Group Wealth Management
Minnesota
$1.84M -$6.29K -27 -0.3%
KFP
3391
KB Financial Partners
New Jersey
$1.84M +$135K +579 +8%
BPFA
3392
Barnes Pettey Financial Advisors
Mississippi
$1.84M -$14.2K -61 -0.8%
WWM
3393
Wagner Wealth Management
South Carolina
$1.84M +$74.8K +321 +4%
MWM
3394
MinichMacGregor Wealth Management
New York
$1.83M +$98.7K +424 +6%
WC
3395
Westhampton Capital
North Carolina
$1.83M -$12.1K -52 -0.7%
FA
3396
Fermata Advisors
California
$1.83M -$159K -682 -8%
ACMA
3397
Arbor Capital Management (Alaska)
Alaska
$1.83M +$60.9K +246 +3%
PFWA
3398
Paces Ferry Wealth Advisors
Georgia
$1.83M -$10K -43 -0.5%
I
3399
IMPACTfolio
Colorado
$1.82M +$193K +827 +12%
DAM
3400
Doheny Asset Management
California
$1.82M +$1.82M +7,822 New