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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 %
FAM
3926
Fenimore Asset Management
New York
$759K
BWM
3927
Blossom Wealth Management
California
$758K +$2.33K +10 +0.3%
CBN
3928
Cadence Bank NA
Texas
$755K -$10.5M -44,961 -93%
FS
3929
Ferguson Shapiro
Georgia
$755K +$11.4K +49 +2%
TCMP
3930
Thrive Capital Management (Pennsylvania)
Pennsylvania
$754K -$3.03K -13 -0.4%
VBWMG
3931
Von Berge Wealth Management Group
California
$754K
PD
3932
Planning Directions
Pennsylvania
$754K +$27K +116 +4%
FRM
3933
Fox Run Management
Connecticut
$749K +$749K +3,216 New
JSMC
3934
Jess S. Morgan & Co
California
$748K +$34.9K +150 +5%
PPWP
3935
Proquility Private Wealth Partners
Nevada
$747K +$12.1K +52 +2%
PI
3936
Pachira Investments
California
$746K +$86.8K +373 +13%
EP
3937
Essential Planning
New Hampshire
$746K +$746K +3,203 New
AC
3938
AWM Capital
Arizona
$745K +$367K +1,517 +97%
CWM
3939
Cranbrook Wealth Management
Michigan
$742K
AAM
3940
Ameraudi Asset Management
New York
$740K
RRA
3941
Round Rock Advisors
Connecticut
$738K -$25.6K -110 -3%
HIM
3942
Hanlon Investment Management
New Jersey
$737K +$56.4K +242 +8%
MFA
3943
McClarren Financial Advisors
Pennsylvania
$737K +$390K +1,673 +112%
FWA
3944
FSC Wealth Advisors
New York
$732K +$31.7K +136 +5%
KFS
3945
Kelly Financial Services
Massachusetts
$730K +$16.8K +72 +2%
NAMA
3946
Nikko Asset Management Americas
New York
$729K -$61.7K -263 -8%
AWM
3947
Aspire Wealth Management
Massachusetts
$729K -$18.2K -78 -2%
EGWAG
3948
Elwood & Goetz Wealth Advisory Group
Georgia
$727K +$3.73K +16 +0.5%
NCM
3949
Next Capital Management
New York
$727K +$70.4K +302 +11%
LRIC
3950
Long Road Investment Counsel
Michigan
$726K