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Microsoft

4,518 hedge funds and large institutions have $1.76T invested in Microsoft in 2021 Q4 according to their latest regulatory filings, with 656 funds opening new positions, 1,636 increasing their positions, 1,942 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,518
Holders Change
+511
Holders Change %
+12.75%
% of All Funds
69.78%
Holding in Top 10
2,525
Holding in Top 10 Change
+331
Holding in Top 10 Change %
+15.09%
% of All Funds
39%
New
656
Increased
1,636
Reduced
1,942
Closed
77
Calls
$48.5B
Puts
$36.9B
Net Calls
+$11.5B
Net Calls Change
+$4.04B
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
3476
Barden Capital Management
Texas
$2.3M +$2.3M +6,837 New
MGWM
3477
Marks Group Wealth Management
Minnesota
$2.29M +$266K +791 +13%
BWM
3478
BlackDiamond Wealth Management
New York
$2.29M +$2.29M +6,808 New
TIA
3479
Traphagen Investment Advisors
New Jersey
$2.29M -$1.68K -5 -0.1%
TSWM
3480
Tyler-Stone Wealth Management
Ohio
$2.29M +$2.29M +6,803 New
WFA
3481
WestHill Financial Advisors
California
$2.28M +$397K +1,179 +21%
LWP
3482
Legacy Wealth Planning
Nevada
$2.28M -$284K -845 -11%
DA
3483
Detalus Advisors
Missouri
$2.28M -$178K -529 -7%
SEP
3484
Southland Equity Partners
Missouri
$2.28M +$3.03K +9 +0.1%
FTA
3485
Financial & Tax Architects
Missouri
$2.28M +$11.4K +34 +0.5%
CCM
3486
Crew Capital Management
Ohio
$2.28M -$215K -639 -9%
BWM
3487
Birchcreek Wealth Management
Ohio
$2.28M +$67.3K +200 +3%
PFA
3488
Pathway Financial Advisors
Vermont
$2.28M +$2.28M +7,316 New
LCM
3489
Lewis Capital Management
California
$2.27M +$2.27M +6,753 New
MLFP
3490
MPS Loria Financial Planners
Illinois
$2.27M +$1.68K +5 +0.1%
SGCA
3491
Steel Grove Capital Advisors
Tennessee
$2.27M +$43.1K +128 +2%
TCM
3492
Triumph Capital Management
Colorado
$2.27M +$347K +1,033 +18%
APC
3493
Aspire Private Capital
North Carolina
$2.27M +$68.6K +204 +3%
ACP
3494
Arcus Capital Partners
Georgia
$2.26M +$685K +2,037 +43%
RBC
3495
Roble Belko & Company
Pennsylvania
$2.26M +$65.2K +194 +3%
LFASL
3496
Lugano Financial Advisors SA (LFA)
Switzerland
$2.25M +$148K +440 +7%
SFA
3497
Source Financial Advisors
New York
$2.25M -$244K -726 -10%
EBWM
3498
Eagle Bluffs Wealth Management
Missouri
$2.25M +$2.25M +6,677 New
MF
3499
Meridian Financial
Massachusetts
$2.25M +$2.25M +6,676 New
CCA
3500
Clearwater Capital Advisors
Illinois
$2.25M -$41.4K -123 -2%