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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 %
RGF
4101
Retirement Guys Formula
Ohio
$713K +$713K +2,121 New
TPW
4102
Tiller Private Wealth
Pennsylvania
$712K
DWMG
4103
DB Wealth Management Group
California
$711K -$673 -2 -0.1%
PCI
4104
Planning Center Inc
Illinois
$710K +$710K +2,265 New
EW
4105
Element Wealth
Mississippi
$704K +$20.5K +61 +3%
HWM
4106
Holloway Wealth Management
Florida
$703K -$593K
HWA
4107
Heartwood Wealth Advisors
Virginia
$703K +$179K +531 +34%
AC
4108
AlphaCore Capital
California
$699K -$67.9K -202 -9%
DC
4109
Defender Capital
North Carolina
$695K -$85.5K -254 -11%
KNFPWM
4110
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$693K +$693K +2,062 New
NWMG
4111
National Wealth Management Group
Ohio
$691K +$691K +2,056 New
AFIA
4112
America First Investment Advisors
Nebraska
$690K -$21.2K -63 -3%
SMG
4113
Smart Money Group
Texas
$689K +$71.7K +213 +12%
FCT
4114
Family Capital Trust
Massachusetts
$689K +$336K +998 +95%
IAG
4115
Investmark Advisory Group
Connecticut
$689K +$689K +2,049 New
MC
4116
Merlin Capital
Rhode Island
$689K +$689K +2,050 New
HCRE
4117
Hoya Capital Real Estate
Connecticut
$687K +$687K +2,044 New
AWA
4118
Alaska Wealth Advisors
Alaska
$684K +$161K +478 +31%
NI
4119
NFC Investments
Tennessee
$680K -$30.3K -90 -4%
F4L
4120
Fortune 45 LLC
Louisiana
$680K +$680K +2,022 New
MGIM
4121
M&G Investment Management
United Kingdom
$679K -$593K -1,763,961 -47%
BMD
4122
Better Money Decisions
New Mexico
$678K -$203K -603 -23%
TEC
4123
Tiger Eye Capital
Tennessee
$678K
OGF
4124
Orin Green Financial
California
$676K -$104K -343 -13%
MUMSS
4125
Mitsubishi UFJ Morgan Stanley Securities
Japan
$676K -$13.5K -40 -2%