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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 %
CFAM
3901
Coury Firm Asset Management
Pennsylvania
$997K -$18K -75 -2%
MC
3902
McMorgan & Co
California
$995K +$302K +1,260 +44%
FAN
3903
Financial Advisors Network
California
$995K +$135K +562 +16%
FTA
3904
Financial & Tax Architects
Missouri
$995K -$190K -791 -16%
GWSA
3905
Global Wealth Strategies & Associates
Colorado
$990K +$990K +4,128 New
PWS
3906
Paragon Wealth Strategies
Florida
$989K -$40.5K -169 -4%
WAM
3907
Wakefield Asset Management
Colorado
$988K +$988K +4,119 New
AIA
3908
Angeles Investment Advisors
California
$986K +$754K +3,146 +326%
S
3909
swisspartners
Liechtenstein
$985K -$11.6M -48,174 -92%
MA
3910
MAS Advisors
Florida
$984K -$26.9K -112 -3%
AWC
3911
Adamsbrown Wealth Consultants
Kansas
$981K +$80.6K +336 +9%
CWA
3912
CJM Wealth Advisers
Virginia
$981K -$10.3K -43 -1%
BCM
3913
Brainard Capital Management
Texas
$979K +$979K +4,081 New
HWA
3914
Heartwood Wealth Advisors
Virginia
$978K +$406K +1,691 +71%
FWI
3915
Facet Wealth Inc
Maryland
$976K -$121K -461 -11%
KIC
3916
Keating Investment Counselors
Florida
$976K +$976K +4,070 New
SAM
3917
Soditic Asset Management
United Kingdom
$975K
NVIM
3918
New Vernon Investment Management
Illinois
$969K
DM
3919
Diker Management
New York
$968K
HPWA
3920
Hall Private Wealth Advisors
North Carolina
$962K +$424K +1,767 +79%
FWSM
3921
First Wilshire Securities Management
California
$959K
BAG
3922
Briggs Advisory Group
Rhode Island
$957K +$23.5K +98 +3%
RG
3923
Retirement Group
California
$957K +$511K +2,132 +115%
VC
3924
Veery Capital
Delaware
$956K -$10.8K -45 -1%
GU
3925
Georgetown University
District of Columbia
$955K +$2.64K +11 +0.3%