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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 %
MAM
3926
Milestone Asset Management
Pennsylvania
$954K +$954K +3,934 New
ACH
3927
ArrowMark Colorado Holdings
Colorado
$952K
WSWA
3928
Warren Street Wealth Advisors
California
$952K -$10.3K -43 -1%
WFC
3929
Western Financial Corp
California
$951K -$546K -2,279 -36%
SHWM
3930
Smith & Howard Wealth Management
Georgia
$949K +$6K +25 +0.6%
PCI
3931
Planning Center Inc
Illinois
$947K +$360K +1,501 +61%
SWA
3932
Sightline Wealth Advisors
Connecticut
$946K +$301K +1,256 +47%
WCM
3933
Windham Capital Management
Massachusetts
$941K
CPW
3934
Catalyst Private Wealth
California
$941K +$32.6K +136 +4%
AFA
3935
American Financial Advisors
Georgia
$941K +$15.1K +63 +2%
CF
3936
Corrigan Financial
Rhode Island
$941K -$211K -880 -18%
SFM
3937
Systematic Financial Management
New Jersey
$940K
LOIP
3938
Live Oak Investment Partners
Texas
$938K
GAA
3939
Green Alpha Advisors
Colorado
$938K +$938K +3,912 New
PIA
3940
Panoramic Investment Advisors
Colorado
$937K +$937K +3,908 New
C
3941
Covestor
United Kingdom
$937K -$74.5K -310 -7%
FAM
3942
Family Asset Management
South Carolina
$935K +$935K +3,900 New
FFM
3943
Flagstone Financial Management
Nebraska
$933K +$933K +3,889 New
FWM
3944
FMB Wealth Management
California
$930K +$930K +3,879 New
CAM
3945
Crestone Asset Management
Colorado
$930K -$81.8K -341 -8%
IWP
3946
Innova Wealth Partners
Pennsylvania
$930K -$24K -100 -3%
PFA
3947
Pettinga Financial Advisors
Indiana
$927K -$16.5K -69 -2%
CL
3948
COWA LLC
Oklahoma
$926K
SPWG
3949
Sage Private Wealth Group
Illinois
$923K -$13.9K -58 -1%
RFG
3950
Range Financial Group
Oregon
$923K -$11.5K -48 -1%