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Microsoft

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
Name Holding Trade Value Shares
Change
Shares
Change %
DI
3376
Dalton Investments
Nevada
$2.04M
APW
3377
Acima Private Wealth
Virginia
$2.04M
EIP
3378
Ellis Investment Partners
Pennsylvania
$2.04M
NCM
3379
Neumann Capital Management
California
$2.04M -$14.4K -60 -0.7%
B
3380
Bridgeworth
Alabama
$2.04M +$360K +1,502 +21%
VAM
3381
Verity Asset Management
North Carolina
$2.04M -$359K -1,495 -15%
TLCM
3382
Twin Lakes Capital Management
California
$2.04M +$3.6K +15 +0.2%
XWM
3383
Xcel Wealth Management
Florida
$2.03M +$264K +1,100 +15%
CCA
3384
Cora Capital Advisors
New Jersey
$2.03M +$2.03M +8,473 New
WQ
3385
Wealth Quarterback
New Jersey
$2.03M -$55.4K -231 -3%
RHAM
3386
Round Hill Asset Management
California
$2.03M
GPA
3387
Guerra Pan Advisors
New Jersey
$2.03M
WBCM
3388
Wilson & Boucher Capital Management
California
$2.03M -$24K -100 -1%
DSN
3389
D. Scott Neal
Kentucky
$2.01M -$381K -1,589 -16%
PA
3390
PSI Advisors
Florida
$2.01M +$84.2K +351 +4%
KFS
3391
Kaizen Financial Strategies
California
$2.01M -$152K -636 -7%
LAM
3392
Lakewood Asset Management
Illinois
$2.01M +$2.01M +8,363 New
VCM
3393
Vetamer Capital Management
California
$2M -$1.47M -6,143 -42%
AIA
3394
Arbor Investment Advisors
North Carolina
$2M +$62.1K +259 +3%
TCM
3395
True Capital Management
California
$2M +$2M +8,343 New
IWN
3396
Independent Wealth Network
Iowa
$2M +$44.1K +184 +2%
AWA
3397
Aletheian Wealth Advisors
Washington
$2M +$798K +3,326 +66%
DWA
3398
Delap Wealth Advisory
Oregon
$1.99M +$1.99M +8,311 New
FWP
3399
Firethorn Wealth Partners
Georgia
$1.99M +$121K +506 +6%
BCM
3400
Basso Capital Management
Connecticut
$1.99M +$1.99M +8,297 New