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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 %
AWM
3951
Avaii Wealth Management
Wisconsin
$984K +$984K +2,927 New
RIA
3952
Richwood Investment Advisors
Ohio
$982K +$982K +2,921 New
PPWP
3953
Proquility Private Wealth Partners
Nevada
$980K -$137K -452 -12%
MAM
3954
Marquette Asset Management
Minnesota
$980K -$6.39K -19 -0.6%
WWM
3955
WJ Wealth Management
Arizona
$979K +$1.34K +4 +0.1%
C
3956
Covestor
United Kingdom
$974K +$974K +2,896 New
DWM
3957
Defined Wealth Management
Oregon
$973K
LFA
3958
Lauterbach Financial Advisors
Texas
$972K +$972K +2,890 New
CFA
3959
Camarda Financial Advisors
Florida
$968K +$176K +524 +22%
TIM
3960
Total Investment Management
Arizona
$966K +$46.7K +139 +5%
HIM
3961
Hanlon Investment Management
New Jersey
$965K +$11.8K +35 +1%
LRIC
3962
Long Road Investment Counsel
Michigan
$963K
JCIA
3963
Jackson Creek Investment Advisors
Colorado
$961K -$100K -298 -9%
SWAG
3964
Spectrum Wealth Advisory Group
California
$961K +$200K +594 +26%
AWM
3965
Aspire Wealth Management
Massachusetts
$960K +$960K +2,855 New
WCWM
3966
Willow Creek Wealth Management
California
$954K -$16.5K -49 -2%
SWM
3967
Shelton Wealth Management
Texas
$953K +$953K +2,834 New
HCP
3968
Holt Capital Partners
Texas
$952K
WIC
3969
Wilkins Investment Counsel
Massachusetts
$950K
HF
3970
HRT Financial
New York
$950K +$950K +2,825 New
LWA
3971
Lowe Wealth Advisors
Maryland
$949K
ECM
3972
EMC Capital Management
Texas
$942K
BAM
3973
Bosun Asset Management
Illinois
$942K +$942K +2,802 New
CSIA
3974
Carl Stuart Investment Advisor
Texas
$928K +$928K +2,760 New
CCM
3975
Chiron Capital Management
Florida
$927K -$16.8K -50 -2%