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Microsoft

4,476 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,150 increasing their positions, 1,815 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,476
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.4%
Holding in Top 10
2,381
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-1.24%
% of All Funds
41.17%
New
146
Increased
2,150
Reduced
1,815
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
BA
3751
Bridge Advisory
California
$1.02M +$48.4K +208 +5%
AWM
3752
Abound Wealth Management
Tennessee
$1.02M +$135K +579 +15%
AWMG
3753
Alliance Wealth Management Group
New Jersey
$1.02M
MFT
3754
Moisand Fitzgerald Tamayo
Florida
$1.02M +$112K +481 +12%
IAG
3755
Investmark Advisory Group
Connecticut
$1.02M +$285K +1,222 +39%
CS
3756
Capital Square
Tennessee
$1.02M +$4.42K +19 +0.4%
VBFP
3757
Valtinson Bruner Financial Planning
Minnesota
$1.02M +$30.5K +131 +3%
QIM
3758
Quantitative Investment Management
Virginia
$1.01M +$1.01M +4,353 New
WMS
3759
Wealth Management Solutions
Pennsylvania
$1.01M +$1.4K +6 +0.1%
TC
3760
Tacita Capital
Ontario, Canada
$1M
1IA
3761
1620 Investment Advisors
Massachusetts
$1M +$9.32K +40 +0.9%
B
3762
BetterWealth
California
$1M +$121K +519 +14%
PWS
3763
Paragon Wealth Strategies
Florida
$1M -$135K -581 -12%
MAWCM
3764
Mine & Arao Wealth Creation & Management
California
$1M +$27.7K +119 +3%
FWP
3765
Falcon Wealth Planning
California
$999K +$63.4K +272 +7%
BWM
3766
BCGM Wealth Management
Indiana
$999K +$98.6K +448 +11%
TWM
3767
TriaGen Wealth Management
California
$994K -$9.55K -41 -1%
PA
3768
Planning Alternatives
Michigan
$991K -$112K -481 -10%
IFO
3769
Independent Family Office
New York
$991K
CCIA
3770
Campbell & Co Investment Adviser
Maryland
$991K +$991K +4,256 New
MWC
3771
MBM Wealth Consultants
Missouri
$988K +$286K +1,189 +41%
IWA
3772
Inspirion Wealth Advisors
Illinois
$987K +$13.5K +58 +1%
SFO
3773
Standard Family Office
South Dakota
$987K +$987K +4,239 New
CFAM
3774
Coury Firm Asset Management
Pennsylvania
$986K +$1.4K +6 +0.1%
SPI
3775
Santori & Peters Inc
Pennsylvania
$984K +$25.6K +110 +3%