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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 %
UIA
4051
Ulland Investment Advisors
Minnesota
$800K +$800K +2,379 New
AMR
4052
Asset Management Resources
Massachusetts
$798K +$798K +2,373 New
RCG
4053
Resource Consulting Group
Florida
$797K +$797K +2,369 New
BIA
4054
Bell Investment Advisors
California
$796K +$7.4K +22 +0.9%
LHWM
4055
Lake Hills Wealth Management
Texas
$795K +$795K +2,364 New
IWP
4056
Insight Wealth Partners
Texas
$793K +$793K +2,359 New
PBF
4057
Petix & Botte Financial
California
$792K -$765K -2,274 -49%
OFS
4058
Oldfather Financial Services
Nebraska
$790K +$41.3K +138 +6%
NIM
4059
NuWave Investment Management
New Jersey
$790K +$140K +417 +22%
SPW
4060
Surience Private Wealth
Washington
$785K +$785K +2,335 New
BCM
4061
Birmingham Capital Management
Alabama
$784K -$8.41K -25 -1%
FWM
4062
FFT Wealth Management
Pennsylvania
$783K +$119K +355 +18%
IIA
4063
Integral Investment Advisors
California
$780K +$780K +2,318 New
VFG
4064
V2 Financial group
Illinois
$780K
RWG
4065
Ratio Wealth Group
Colorado
$775K +$1.68K +5 +0.2%
RFO
4066
RiverGlades Family Offices
Florida
$774K
BWP
4067
Bernardo Wealth Planning
Pennsylvania
$767K +$47.1K +140 +7%
CW
4068
Cook Wealth
North Carolina
$767K +$767K +2,507 New
GCM
4069
Graham Capital Management
Connecticut
$766K +$766K +2,279 New
HTC
4070
Hershey Trust Company
Pennsylvania
$764K
IWA
4071
IVC Wealth Advisors
Pennsylvania
$763K -$1.68K -5 -0.2%
CIS
4072
Continental Investors Services
Washington
$760K +$760K +2,466 New
PWP
4073
Personal Wealth Partners
Minnesota
$755K -$84.1K -250 -10%
HCM
4074
Horrell Capital Management
Arkansas
$752K
PFC
4075
Poplar Forest Capital
California
$747K +$56.5K +168 +8%