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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 %
RWRC
3851
R.W. Roge & Company
New York
$869K
CSIA
3852
Conrad Siegel Investment Advisors
Pennsylvania
$868K -$215K -922 -20%
PWC
3853
PYA Waltman Capital
Tennessee
$868K
AWM
3854
Avaii Wealth Management
Wisconsin
$867K +$78.2K +336 +10%
BIG
3855
Boothe Investment Group
Delaware
$867K +$123K +527 +16%
MPCG
3856
Matrix Private Capital Group
New York
$863K -$284K -1,218 -25%
PS
3857
Planned Solutions
California
$863K
SPA
3858
Sentinel Pension Advisors
Massachusetts
$863K +$82.9K +356 +11%
BI
3859
Bramshill Investments
Florida
$861K -$125K -536 -13%
PWM
3860
Paulson Wealth Management
Illinois
$861K +$74.1K +318 +9%
XSC
3861
X-Square Capital
Puerto Rico
$859K -$60.6K -260 -7%
SOAG
3862
Silver Oak Advisory Group
Oregon
$859K -$15.4K -66 -2%
WCWM
3863
Willow Creek Wealth Management
California
$858K +$144K +618 +20%
PCFFS
3864
Pacific Center for Financial Services
California
$851K +$22.1K +95 +3%
WIM
3865
Westside Investment Management
California
$850K +$132K +4,208 +18%
CFP
3866
Curran Financial Partners
South Carolina
$844K +$11.6K +50 +1%
HGWM
3867
Horst & Graben Wealth Management
Oregon
$843K +$12.8K +55 +2%
GFP
3868
Guardian Financial Partners
California
$841K +$13.5K +58 +2%
RWM
3869
Reston Wealth Management
Virginia
$839K -$288K -1,238 -26%
HIG
3870
Heritage Investment Group
Florida
$839K +$18.6K +80 +2%
A
3871
AustralianSuper
Australia
$838K +$38.3K +164,430 +5%
GSAM
3872
Grant Street Asset Management
Pennsylvania
$835K +$11.6K +50 +1%
FAN
3873
Financial Advisors Network
California
$835K +$24K +103 +3%
GC
3874
Giverny Capital
Quebec, Canada
$833K
OPPS
3875
Obsidian Personal Planning Solutions
Maryland
$833K