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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 %
SWA
4001
Sightline Wealth Advisors
Connecticut
$647K +$481 +2 +0.1%
SFG
4002
Steward Financial Group
Texas
$647K +$102K +439 +19%
FFC
4003
Fure Financial Corporation
Minnesota
$645K +$466 +2 +0.1%
AWA
4004
AmeriServ Wealth Advisors
Pennsylvania
$644K -$7.45K -32 -1%
LSA
4005
Lion Street Advisors
Texas
$643K -$91.8K -394 -12%
MWA
4006
Monograph Wealth Advisors
California
$643K +$931 +4 +0.1%
EA
4007
Eclectic Associates
California
$643K +$3.73K +16 +0.6%
C1AG
4008
Client 1st Advisory Group
Florida
$642K
MWM
4009
McNaughton Wealth Management
California
$641K -$109K -467 -14%
CWM
4010
Collaborative Wealth Management
Florida
$641K +$2.56K +11 +0.4%
VCG
4011
Vantage Consulting Group
Virginia
$641K +$13.5K +58 +2%
SA
4012
Syntax Advisors
New York
$641K +$13.5K +58 +2%
APC
4013
Asset Planning Corporation
Tennessee
$636K +$64.3K +276 +11%
IIA
4014
Integral Investment Advisors
California
$634K -$22.6K -97 -3%
TWP
4015
Tower Wealth Partners
Pennsylvania
$633K +$64.3K +277 +11%
BA
4016
Bellwether Advisors
Nebraska
$632K +$87.1K +374 +16%
CSIA
4017
Charles Schwab Investment Advisory
California
$630K -$101K -433 -14%
SWAG
4018
Spectrum Wealth Advisory Group
California
$630K -$23.1K -99 -4%
JGGDR
4019
JGP Global Gestao de Recursos
Brazil
$629K -$419K -1,800 -40%
WIC
4020
Wilkins Investment Counsel
Massachusetts
$629K
CIR
4021
Clear Investment Research
Georgia
$629K +$242K +1,037 +62%
ODG
4022
O'Dell Group
Ohio
$626K -$931 -4 -0.1%
SPI
4023
Sutton Place Investors
New York
$625K -$53.8K -231 -8%
JA
4024
JVL Associates
Michigan
$622K -$59.8K -257 -9%
SCA
4025
Stuart Chaussee & Associates
California
$619K -$31.7K -136 -5%