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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 %
CWM
3801
Concentrum Wealth Management
California
$1.31M +$228K +678 +21%
CSIA
3802
Conrad Siegel Investment Advisors
Pennsylvania
$1.31M +$1.31M +4,648 New
CIG
3803
Cairn Investment Group
Washington
$1.31M +$160K +476 +14%
SPAS
3804
Spectrum Planning & Advisory Services
California
$1.31M -$30.9K -92 -2%
MWA
3805
Monograph Wealth Advisors
California
$1.3M +$1.3M +3,871 New
CCA
3806
Conestoga Capital Advisors
Pennsylvania
$1.3M +$11.8K +35 +0.9%
RC
3807
Rovin Capital
Arizona
$1.3M +$578K +1,719 +80%
SPI
3808
Santori & Peters Inc
Pennsylvania
$1.3M -$3.03K -9 -0.2%
IMA
3809
Investment Management Associates
Colorado
$1.3M +$33.6K +100 +3%
CS
3810
Capital Square
Tennessee
$1.29M +$10.4K +33 +0.8%
CP
3811
CenterBook Partners
Connecticut
$1.29M +$1.29M +3,829 New
ACA
3812
Ackerman Capital Advisors
Texas
$1.29M -$29.3K -87 -2%
WAM
3813
Wolverine Asset Management
Illinois
$1.28M -$9.55M -28,400 -88%
CIAS
3814
CFS Investment Advisory Services
New Jersey
$1.27M +$20K +64 +2%
PCH
3815
Polar Capital Holdings
United Kingdom
$1.27M +$49.8K +148,018 +4%
WAM
3816
Winslow Asset Management
Ohio
$1.27M
BFA
3817
BMS Financial Advisors
South Dakota
$1.27M +$1.27M +3,767 New
PAM
3818
Premier Asset Management
Illinois
$1.27M -$777K -2,309 -38%
CHJWM
3819
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M +$8.65K +30 +0.7%
FC
3820
Financial Council
Maryland
$1.26M +$36.6K +109 +3%
RWA
3821
RGT Wealth Advisors
Texas
$1.26M +$958K +2,846 +314%
FWSM
3822
First Wilshire Securities Management
California
$1.26M
IDA
3823
Intelligence Driven Advisers
California
$1.26M -$147K -510 -10%
PWM
3824
Paulson Wealth Management
Illinois
$1.26M -$14.8K -44 -1%
BBW
3825
Blue Barn Wealth
Utah
$1.25M +$74.7K +222 +6%