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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 %
CWM
3501
Cedar Wealth Management
California
$2.24M +$220K +654 +11%
NA
3502
Navellier & Associates
Nevada
$2.24M -$49.1K -146 -2%
SWM
3503
Selective Wealth Management
Virginia
$2.24M +$11.8K +35 +0.5%
NRW
3504
Nova R Wealth
Kansas
$2.24M +$2.24M +6,647 New
PA
3505
Parkside Advisors
California
$2.23M -$29.3K -87 -1%
AWA
3506
ARQ Wealth Advisors
Arizona
$2.23M -$104K -309 -4%
F
3507
F3Logic
Minnesota
$2.22M +$91.6K +272 +4%
BMCM
3508
Burns Matteson Capital Management
New York
$2.22M +$78K +232 +4%
SWRP
3509
Summit Wealth & Retirement Planning
California
$2.22M -$73K -217 -3%
OWM
3510
Orgel Wealth Management
Wisconsin
$2.22M +$198K +590 +10%
SIS
3511
Sound Income Strategies
Florida
$2.22M +$93.5K +278 +4%
CA
3512
Claris Advisors
Missouri
$2.22M +$2.22M +6,593 New
CWA
3513
Clarity Wealth Advisors
California
$2.22M -$35.6K -106 -2%
HFS
3514
Heritage Financial Services
Massachusetts
$2.21M +$2.21M +6,557 New
WCBA
3515
Weaver C. Barksdale & Associates
Tennessee
$2.2M +$2.2M +6,553 New
CA
3516
Cortland Associates
Missouri
$2.2M -$89.4K -266 -4%
TCB
3517
Texas Capital Bancshares
Texas
$2.2M -$3.03K -9 -0.1%
FWA
3518
FOCUS Wealth Advisors
Texas
$2.2M +$58.9K +175 +3%
IIM
3519
Ironwood Investment Management
Massachusetts
$2.18M +$8.41K +25 +0.4%
NL
3520
Navalign LLC
California
$2.18M -$47.8K -142 -2%
DWM
3521
Dorchester Wealth Management
Quebec, Canada
$2.18M +$112K +334 +5%
EMFAT
3522
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.17M +$135K +400 +7%
CAM
3523
Campion Asset Management
Virginia
$2.17M +$331K +984 +18%
CFAM
3524
Center For Asset Management
Florida
$2.17M +$714K +2,122 +49%
WIP
3525
WealthCare Investment Partners
Rhode Island
$2.17M +$2.17M +6,447 New