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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 %
AWA
3976
Archvest Wealth Advisors
California
$681K +$105K +452 +18%
MAM
3977
Marquette Asset Management
Minnesota
$679K -$4.89K -21 -0.7%
SCM
3978
Seascape Capital Management
New Hampshire
$677K +$200K +858 +42%
NRA
3979
NSI Retail Advisors
Pennsylvania
$676K -$69.9K -300 -9%
WFA
3980
Websterrogers Financial Advisors
South Carolina
$675K -$68K -292 -9%
DWM
3981
Defined Wealth Management
Oregon
$674K
MC
3982
McMorgan & Co
California
$673K -$6.99K -30 -1%
WCP
3983
Wick Capital Partners
Pennsylvania
$672K +$233 +1 +0%
LWA
3984
Lowe Wealth Advisors
Maryland
$672K +$15.1K +65 +2%
KLI
3985
Kelman-Lazarov Inc
Tennessee
$672K +$102K +440 +18%
WA
3986
Wealthstar Advisors
Texas
$668K +$11.6K +50 +2%
OGF
3987
Orin Green Financial
California
$666K +$15.2K +65 +2%
MGIM
3988
M&G Investment Management
United Kingdom
$663K +$9.06K +38,875 +1%
NQWM
3989
Northwest Quadrant Wealth Management
Oregon
$661K +$50.5K +217 +8%
GCM
3990
G2 Capital Management
Ohio
$656K -$61.3K -263 -9%
HA
3991
HFG Advisors
Ohio
$656K +$73.1K +314 +13%
HA
3992
Hofer & Associates
California
$655K +$32.6K +140 +5%
SFP
3993
Sterling Financial Planning
New Jersey
$654K -$4.66K -20 -0.7%
HCWM
3994
Harrison & Co Wealth Management
Virginia
$652K -$85.5K -367 -12%
IAA
3995
Ironsides Asset Advisors
North Carolina
$651K -$129K -555 -17%
IWA
3996
IVC Wealth Advisors
Pennsylvania
$651K +$3.49K +15 +0.5%
HPCM
3997
Hunter Perkins Capital Management
Illinois
$650K -$69.9K -300 -10%
IDA
3998
Intelligence Driven Advisers
California
$649K -$49.1K -199 -7%
CW
3999
Cook Wealth
North Carolina
$649K +$39.9K +176 +7%
ODFS
4000
O'Donnell Financial Services
California
$648K -$23.1K -99 -3%