MSFT icon

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 %
RIS
3726
Retirement Income Solutions
Michigan
$1.3M -$269K -1,120 -17%
FSG
3727
Financial Strategies Group
Michigan
$1.3M +$94.5K +394 +8%
BHWA
3728
Beacon Harbor Wealth Advisors
Virginia
$1.3M +$1.3M +5,400 New
CG
3729
Clifford Group
Massachusetts
$1.29M +$1.29M +5,393 New
SDAM
3730
Shulman DeMeo Asset Management
New York
$1.29M +$36.9K +154 +3%
CP
3731
Castleview Partners
Texas
$1.29M +$57.6K +240 +5%
OWM
3732
Orgel Wealth Management
Wisconsin
$1.29M -$59.5K -248 -4%
LCM
3733
Lewis Capital Management
California
$1.29M
DMBA
3734
Deseret Mutual Benefit Administrators
Utah
$1.28M -$859K -3,581 -40%
OCPWS
3735
One Charles Private Wealth Services
Massachusetts
$1.28M +$71.2K +297 +6%
EL
3736
EMFO LLC
Florida
$1.28M +$719 +3 +0.1%
MWP
3737
Meridian Wealth Partners
Pennsylvania
$1.28M +$20.1K +84 +2%
KWM
3738
Kaydan Wealth Management
Michigan
$1.28M -$17.7K -74 -1%
CF
3739
Copperwynd Financial
Arizona
$1.28M -$60K -250 -4%
LFASL
3740
Lugano Financial Advisors SA (LFA)
Switzerland
$1.28M -$304K -1,266 -19%
TWM
3741
Tolleson Wealth Management
Texas
$1.28M +$29.5K +123 +2%
TI
3742
Truepoint Inc
Ohio
$1.27M -$656K -2,735 -34%
WJA
3743
Willis Johnson & Associates
Texas
$1.27M -$2.4K -10 -0.2%
MCM
3744
Mainstay Capital Management
Michigan
$1.27M +$68.8K +287 +6%
PCWA
3745
Pacific Capital Wealth Advisors
California
$1.27M -$361K -1,505 -22%
DAM
3746
Doheny Asset Management
California
$1.27M -$609K -2,540 -32%
FC
3747
FCA Corp
Texas
$1.26M
CMBA
3748
C.M. Bidwell & Associates
Hawaii
$1.26M -$100K -419 -7%
TC
3749
TAP Consulting
Missouri
$1.26M -$19.4K -81 -2%
DWA
3750
Delos Wealth Advisors
Texas
$1.26M -$325K -1,353 -20%