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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 %
WAG
3776
Windsor Advisory Group
Ohio
$1.2M +$1.2M +4,996 New
SJIA
3777
St. James Investment Advisors
New York
$1.19M +$95K +396 +9%
AWM
3778
Accel Wealth Management
Iowa
$1.19M -$57.1K -238 -5%
DPI
3779
Diversified Portfolios Inc
Michigan
$1.19M -$61.6K -257 -5%
ST
3780
Sentinel Trust
Texas
$1.19M -$480K -2,000 -29%
MCC
3781
Malaga Cove Capital
California
$1.19M +$127K +531 +12%
OA
3782
Operose Advisors
Wisconsin
$1.19M -$38.6K -161 -3%
BFA
3783
BMS Financial Advisors
South Dakota
$1.18M -$46K -192 -4%
KIG
3784
Kennedy Investment Group
New Jersey
$1.18M +$1.18M +4,907 New
CWM
3785
Chicago Wealth Management
Illinois
$1.18M +$831K +3,465 +241%
CHJWM
3786
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.17M +$7.45K +30 +0.6%
IFA
3787
Index Fund Advisors
California
$1.17M -$1.03M -4,285 -47%
EAM
3788
Empirical Asset Management
Massachusetts
$1.17M +$582K +5,127 +99%
PFG
3789
PAX Financial Group
Texas
$1.17M -$84.6K -353 -7%
RF
3790
Resolute Financial
Massachusetts
$1.16M -$11K -46 -0.9%
CWA
3791
Clarus Wealth Advisors
Arizona
$1.16M +$87.4K +382 +8%
CPP
3792
Capasso Planning Partners
South Carolina
$1.16M +$16.8K +70 +1%
HR
3793
Hardy Reed
Mississippi
$1.16M -$39.6K -165 -3%
OPPS
3794
Obsidian Personal Planning Solutions
Maryland
$1.16M +$300K +1,253 +35%
CIAS
3795
CBIZ Investment Advisory Services
Ohio
$1.16M +$318K +1,326 +38%
TWM
3796
TriaGen Wealth Management
California
$1.15M +$130K +543 +13%
GWWM
3797
Great Waters Wealth Management
Minnesota
$1.15M +$1.15M +4,779 New
HSG
3798
Helen Stephens Group
Texas
$1.15M -$39.3K -164 -3%
LTAS
3799
Linden Thomas Advisory Services
North Carolina
$1.15M +$1.15M +4,788 New
SPAS
3800
Spectrum Planning & Advisory Services
California
$1.15M +$160K +666 +16%