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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 %
FWP
3751
Falcon Wealth Planning
California
$1.44M +$254K +756 +22%
KOC
3752
Koss-Olinger Consulting
Florida
$1.43M -$350K -1,041 -20%
SC
3753
Soundwatch Capital
Connecticut
$1.43M
SPA
3754
Sentinel Pension Advisors
Massachusetts
$1.43M +$383K +1,140 +37%
MAWCM
3755
Mine & Arao Wealth Creation & Management
California
$1.43M -$7.06K -21 -0.5%
OHU
3756
Odey Holdings (UK)
United Kingdom
$1.43M
PGWM
3757
Pitti Group Wealth Management
New York
$1.42M +$1.42M +4,213 New
BA
3758
Bridgewater Associates
Connecticut
$1.41M -$390K -1,159 -22%
VBFP
3759
Valtinson Bruner Financial Planning
Minnesota
$1.41M -$27.2K -81 -2%
RCI
3760
RS Crum Inc
California
$1.41M +$1.41M +4,202 New
AWA
3761
Aletheian Wealth Advisors
Washington
$1.41M +$1.41M +4,190 New
RTL
3762
Red Tortoise LLC
Georgia
$1.4M -$46.1K -137 -3%
DGI
3763
Disciplined Growth Investors
Minnesota
$1.4M +$1.03M +3,066 +276%
CWM
3764
Cherrydale Wealth Management
New Jersey
$1.4M +$1.4M +4,160 New
SFS
3765
Security Financial Services
Indiana
$1.4M +$1.4M +4,157 New
TF
3766
TLWM Financial
Texas
$1.4M -$194K -577 -12%
SFP
3767
Sweet Financial Partners
Minnesota
$1.4M +$1.4M +4,151 New
SHWM
3768
Smith & Howard Wealth Management
Georgia
$1.39M +$16.8K +50 +1%
MWP
3769
Meridian Wealth Partners
Pennsylvania
$1.39M +$145K +432 +12%
WIA
3770
World Investment Advisors
California
$1.39M +$29K +96 +2%
FP
3771
Foundry Partners
Minnesota
$1.39M -$76.3K -227 -5%
FWM
3772
FSA Wealth Management
Massachusetts
$1.38M +$16.8K +50 +1%
PI
3773
Pachira Investments
California
$1.38M +$3.7K +11 +0.3%
P
3774
Palladiem
Pennsylvania
$1.38M -$151K -450 -10%
RDFA
3775
Ritter Daniher Financial Advisory
Ohio
$1.38M +$134K +397 +11%