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Microsoft

4,483 hedge funds and large institutions have $1.33T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 2,060 increasing their positions, 1,937 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,483
Holders Change
-33
Holders Change %
-0.73%
% of All Funds
75.8%
Holding in Top 10
2,411
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.9%
% of All Funds
40.77%
New
142
Increased
2,060
Reduced
1,937
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Shares
Change %
OCG
4001
Opus Capital Group
Ohio
$713K -$199K -777 -22%
JTWM
4002
Jackson Thornton Wealth Management
Alabama
$713K +$43.9K +171 +7%
RIA
4003
Richwood Investment Advisors
Ohio
$712K
MTC
4004
Matrix Trust Company
Colorado
$711K +$458K +1,783 +181%
FFC
4005
Fure Financial Corporation
Minnesota
$710K +$513 +2 +0.1%
MWA
4006
Monograph Wealth Advisors
California
$708K -$306K -1,193 -30%
C1AG
4007
Client 1st Advisory Group
Florida
$708K +$26.5K +103 +4%
WFA
4008
Wade Financial Advisory
California
$706K +$5.14K +20 +0.7%
EA
4009
Eclectic Associates
California
$705K +$2.06K +8 +0.3%
CWM
4010
Collaborative Wealth Management
Florida
$704K +$704K +2,741 New
AI
4011
Atom Investors
Texas
$702K -$106K -414 -13%
WFAG
4012
Wescott Financial Advisory Group
Pennsylvania
$701K -$3.34K -13 -0.5%
BWP
4013
Bernardo Wealth Planning
Pennsylvania
$700K +$37.2K +145 +6%
SEA
4014
Stegent Equity Advisors
Texas
$697K -$298K -1,157 -30%
CRIG
4015
Charter Research & Investment Group
Connecticut
$697K
WIC
4016
Wilkins Investment Counsel
Massachusetts
$693K -$6.42K -25 -0.9%
ODG
4017
O'Dell Group
Ohio
$692K -$669K -2,603 -49%
VCG
4018
Vantage Consulting Group
Virginia
$692K +$95.3K +371 +16%
SA
4019
Syntax Advisors
New York
$692K +$95.3K +371 +16%
NQWM
4020
Northwest Quadrant Wealth Management
Oregon
$689K -$1.58K -6 -0.2%
BC
4021
Brio Consultants
California
$688K +$272K +1,075 +65%
VEA
4022
Virtus ETF Advisers
New York
$688K +$688K +2,679 New
HA
4023
Hofer & Associates
California
$687K +$40.1K +156 +6%
SWA
4024
Sightline Wealth Advisors
Connecticut
$686K +$511 +2 +0.1%
FP
4025
Fiduciary Planning
Florida
$682K -$38K -148 -5%