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Microsoft

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
4051
Financial Management Professionals
Texas
$782K +$40.6K +169 +5%
SWM
4052
Shelton Wealth Management
Texas
$780K -$11.8K -49 -1%
GHA
4053
Granite Harbor Advisors
Texas
$779K +$779K +3,247 New
APC
4054
Asset Planning Corporation
Tennessee
$774K +$120K +500 +18%
CSIA
4055
Conrad Siegel Investment Advisors
Pennsylvania
$772K -$121K -506 -14%
TWD
4056
True Wealth Design
Ohio
$772K +$772K +3,218 New
KFS
4057
Kelly Financial Services
Massachusetts
$772K +$19.9K +83 +3%
RC
4058
Rovin Capital
Arizona
$769K -$129K -540 -14%
PI
4059
Pachira Investments
California
$769K +$480 +2 +0.1%
PD
4060
Planning Directions
Pennsylvania
$766K -$10.3K -43 -1%
VEA
4061
Virtus ETF Advisers
New York
$766K +$150K +627 +24%
WIM
4062
Westside Investment Management
California
$765K +$15K +543 +2%
MAG
4063
Mayfair Advisory Group
Alabama
$765K -$72.7K -320 -9%
AWA
4064
Alaska Wealth Advisors
Alaska
$765K -$48.4K -202 -6%
DIP
4065
Davis Investment Partners
North Carolina
$765K +$765K +2,843 New
SCM
4066
Stordahl Capital Management
Colorado
$765K +$61.4K +256 +9%
IAM
4067
Innovis Asset Management
Illinois
$762K +$762K +3,176 New
CSIA
4068
Charles Schwab Investment Advisory
California
$761K +$112K +469 +17%
PCA
4069
Private Capital Advisors
Connecticut
$760K -$9.64M -40,173 -93%
MFA
4070
McClarren Financial Advisors
Pennsylvania
$760K +$1.68K +7 +0.2%
SFC
4071
SYM Financial Corp
Indiana
$758K -$95K -396 -11%
CCA
4072
Conestoga Capital Advisors
Pennsylvania
$758K -$170K -710 -18%
WCWM
4073
Willow Creek Wealth Management
California
$756K -$128K -535 -15%
TW
4074
Towerpoint Wealth
California
$753K -$73.6K -307 -9%
AWM
4075
Aspire Wealth Management
Massachusetts
$751K -$240 -1 -0%