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Microsoft

4,516 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 2,178 increasing their positions, 1,893 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,516
Holders Change
-2
Holders Change %
-0.04%
% of All Funds
71.47%
Holding in Top 10
2,483
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-1.66%
% of All Funds
39.29%
New
157
Increased
2,178
Reduced
1,893
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
SWAG
4001
Spectrum Wealth Advisory Group
California
$872K -$8.63K -28 -1%
FSG
4002
Financial Strategies Group
Michigan
$871K +$87.6K +284 +11%
LWA
4003
Lowe Wealth Advisors
Maryland
$870K +$308 +1 +0%
AWM
4004
Aprio Wealth Management
Georgia
$870K +$52.4K +170 +6%
FP
4005
Fiduciary Planning
Florida
$864K -$458K -1,486 -35%
TIM
4006
Total Investment Management
Arizona
$863K -$23.1K -75 -3%
OGF
4007
Orin Green Financial
California
$860K +$171K +553 +25%
WCWM
4008
Willow Creek Wealth Management
California
$858K -$17K -55 -2%
RIA
4009
Richwood Investment Advisors
Ohio
$854K -$46.2K -150 -5%
PI
4010
Pachira Investments
California
$852K -$415K -1,346 -33%
CCM
4011
Chiron Capital Management
Florida
$852K +$2.47K +8 +0.3%
FFC
4012
Fure Financial Corporation
Minnesota
$852K +$637K +2,066 +296%
NWM
4013
Nauset Wealth Management
Connecticut
$849K +$99.3K +322 +13%
NCM
4014
Next Capital Management
New York
$847K
JCIA
4015
Jackson Creek Investment Advisors
Colorado
$846K -$35.2K -114 -4%
WFAG
4016
Wescott Financial Advisory Group
Pennsylvania
$846K +$317K +1,026 +60%
EA
4017
Eclectic Associates
California
$844K +$4.63K +15 +0.6%
CIS
4018
Continental Investors Services
Washington
$843K +$14.1K +42 +2%
WFA
4019
Wade Financial Advisory
California
$842K +$556K +1,804 +195%
ETS
4020
ESL Trust Services
New York
$841K -$66.3K -215 -7%
PWS
4021
Private Wealth Strategies
Ohio
$841K +$165K +535 +24%
WIC
4022
Wilkins Investment Counsel
Massachusetts
$840K -$30.8K -100 -4%
SCA
4023
Stuart Chaussee & Associates
California
$840K +$46.2K +150 +6%
MA
4024
MAS Advisors
Florida
$837K +$27.3K +87 +3%
CRIG
4025
Charter Research & Investment Group
Connecticut
$836K +$3.7K +12 +0.4%