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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 %
NA
3551
Nottingham Advisors
New York
$1.65M -$28.8K -120 -2%
CPA
3552
Cowen Prime Advisors
New York
$1.64M
JBA
3553
Johnson Bixby & Associates
Washington
$1.64M -$35K -146 -2%
CA
3554
Claris Advisors
Missouri
$1.64M +$43.2K +180 +3%
HFS
3555
Heritage Financial Services
Massachusetts
$1.64M +$231K +965 +16%
WFM
3556
Wolff Financial Management
Michigan
$1.64M -$56.1K -234 -3%
BHWM
3557
Beaird Harris Wealth Management
Texas
$1.63M +$228K +950 +16%
EIA
3558
Eldridge Investment Advisors
New Hampshire
$1.63M +$36.2K +151 +2%
TA
3559
TrueWealth Advisors
Alabama
$1.62M +$29.5K +123 +2%
MLFP
3560
MPS Loria Financial Planners
Illinois
$1.62M -$111K -462 -6%
RBC
3561
Roble Belko & Company
Pennsylvania
$1.62M +$34.8K +145 +2%
KPWG
3562
KFA Private Wealth Group
Virginia
$1.62M -$11.3K -47 -0.7%
VF
3563
Virtu Financial
New York
$1.62M -$11.7M -48,779 -88%
OL
3564
Owen LaRue
Kentucky
$1.61M +$1.61M +7,046 New
SPW
3565
Sonoma Private Wealth
California
$1.61M +$1.61M +6,731 New
APW
3566
Aurora Private Wealth
New Jersey
$1.61M +$321K +1,339 +25%
SHJ
3567
Sharkey, Howes & Javer
Colorado
$1.61M +$240 +1 +0%
HWP
3568
Heritage Wealth Partners
Ohio
$1.61M +$1.61M +6,630 New
WFA
3569
WestHill Financial Advisors
California
$1.61M +$44.8K +187 +3%
SIP
3570
Scott Investment Partners
United Kingdom
$1.61M
NRW
3571
Nova R Wealth
Kansas
$1.61M -$38.6K -161 -2%
CP
3572
Coho Partners
Pennsylvania
$1.61M
SWIM
3573
Smallwood Wealth Investment Management
New Jersey
$1.6M +$1.68K +7 +0.1%
FNBSF
3574
First National Bank Sioux Falls
South Dakota
$1.59M +$131K +545 +9%
AWM
3575
AllSquare Wealth Management
New York
$1.59M +$95.9K +400 +6%