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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 %
AWP
3701
Abacus Wealth Partners
California
$1.36M +$23.7K +99 +2%
HFA
3702
Harbert Fund Advisors
Alabama
$1.35M -$1.34M -5,600 -50%
UCB
3703
United Community Bank
South Carolina
$1.35M +$25.2K +105 +2%
TWA
3704
TPB Wealth Advisors
Texas
$1.35M -$19.9K -83 -1%
AP
3705
Atwood & Palmer
Missouri
$1.35M
KC
3706
Kades & Cheifetz
Pennsylvania
$1.35M +$1.35M +5,617 New
MTC
3707
Matrix Trust Company
Colorado
$1.35M +$408K +1,701 +44%
RWA
3708
Rooted Wealth Advisors
Illinois
$1.33M +$1.33M +5,554 New
4WM
3709
4J Wealth Management
Virginia
$1.33M +$14.9K +62 +1%
CWM
3710
CarsonAllaria Wealth Management
Illinois
$1.33M +$68.8K +287 +5%
RDFA
3711
Ritter Daniher Financial Advisory
Ohio
$1.32M +$231K +965 +21%
TCA
3712
Taconic Capital Advisors
New York
$1.32M +$600K +2,500 +83%
RCM
3713
Raleigh Capital Management
North Carolina
$1.32M +$2.64K +11 +0.2%
WLIM
3714
White Lighthouse Investment Management
Massachusetts
$1.32M -$11.8K -49 -0.9%
SAMT
3715
Select Asset Management & Trust
Pennsylvania
$1.32M -$25.4K -106 -2%
EWA
3716
Evolution Wealth Advisors
Florida
$1.31M +$127K +528 +11%
CPM
3717
Connective Portfolio Management
New York
$1.31M
PG
3718
Prostatis Group
Maryland
$1.31M -$1.06M -4,435 -45%
RA
3719
Rodgers & Associates
Pennsylvania
$1.31M -$131K -548 -9%
RWMH
3720
Riverpoint Wealth Management Holdings
Illinois
$1.31M +$2.88K +12 +0.2%
LWM
3721
Lionsbridge Wealth Management
Florida
$1.31M +$42.5K +177 +3%
WAOI
3722
Wealth Advisors of Iowa
Iowa
$1.3M +$168K +701 +15%
DSA
3723
Droms Strauss Advisors
Missouri
$1.3M +$4.31K +18 +0.3%
RF
3724
RHS Financial
California
$1.3M -$71.2K -297 -5%
MAM
3725
Marotta Asset Management
Virginia
$1.3M +$42.2K +176 +3%