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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 %
AA
3401
Aire Advisors
California
$1.99M -$408K -1,709 -17%
LIA
3402
LSP Investment Advisors
New York
$1.99M
ACM
3403
AUA Capital Management
Pennsylvania
$1.98M +$128K +533 +7%
AWAP
3404
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.98M -$165K -687 -8%
HFG
3405
Heron Financial Group
New York
$1.98M -$46K -207 -2%
MFG
3406
Menard Financial Group
Texas
$1.98M -$789K -3,289 -28%
LA
3407
Latitude Advisors
Florida
$1.98M -$128K -532 -6%
PWP
3408
Phillips Wealth Planners
Mississippi
$1.98M +$1.98M +7,288 New
MPW
3409
MA Private Wealth
California
$1.97M -$252K -1,051 -11%
MWM
3410
Mascoma Wealth Management
New Hampshire
$1.97M -$86.8K -362 -4%
SWRP
3411
Summit Wealth & Retirement Planning
California
$1.97M -$33.8K -141 -2%
NC
3412
NinePointTwo Capital
California
$1.97M -$174K -726 -8%
LAS
3413
LWM Advisory Services
Florida
$1.96M -$1.89M -7,891 -49%
GG
3414
Golden Green
South Carolina
$1.96M +$102K +424 +5%
LA
3415
Lane & Associates
New Jersey
$1.95M +$1.95M +8,152 New
SFWA
3416
Summit Financial Wealth Advisors
Louisiana
$1.95M -$210K -875 -10%
SEP
3417
Southland Equity Partners
Missouri
$1.95M +$237K +987 +14%
GM
3418
GeoWealth Management
Illinois
$1.94M -$852K -3,553 -31%
LBWM
3419
Left Brain Wealth Management
Illinois
$1.94M +$1.94M +8,091 New
TBWA
3420
Three Bridge Wealth Advisors
California
$1.94M -$64.5K -269 -3%
AF
3421
Aldebaran Financial
$1.94M +$576K +2,402 +42%
CCA
3422
Clearwater Capital Advisors
Illinois
$1.94M +$19.7K +82 +1%
PFA
3423
Pathway Financial Advisers
Indiana
$1.93M +$1.93M +8,029 New
ZIMP
3424
Zimmermann Investment Management & Planning
Pennsylvania
$1.93M +$7.2K +30 +0.4%
LL
3425
LWMG LLC
Minnesota
$1.92M +$1.92M +8,026 New