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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 %
BRA
4126
Biechele Royce Advisors
Indiana
$506K +$54.6K +235 +12%
WC
4127
Weil Company
California
$506K +$251K +1,078 +99%
PBT
4128
Pictet Bank & Trust
Bahamas
$503K -$843K -3,621 -63%
CWA
4129
Centennial Wealth Advisory
Michigan
$501K +$184K +791 +58%
CCM
4130
Carmel Capital Management
California
$499K
MFG
4131
Monumental Financial Group
Maryland
$498K +$110K +473 +28%
PFM
4132
Phillips Financial Management
Indiana
$498K +$498K +2,140 New
RJTCONH
4133
Raymond James Trust Company of New Hampshire
New Hampshire
$497K +$26.8K +115 +6%
NWMG
4134
National Wealth Management Group
Ohio
$496K +$179K +768 +56%
JTWM
4135
Jackson Thornton Wealth Management
Alabama
$495K -$152K -653 -24%
KFSC
4136
Keystone Financial Services (Colorado)
Colorado
$494K +$494K +2,179 New
CCA
4137
Conservest Capital Advisors
Pennsylvania
$492K -$505K -1,966 Closed
DWMG
4138
DB Wealth Management Group
California
$491K -$931 -4 -0.2%
WEPOG
4139
Wealth Enhancement & Preservation of GA
Georgia
$489K -$590K -2,532 -55%
BA
4140
Ballew Advisors
Mississippi
$489K +$11.9K +52 +2%
VW
4141
Vance Wealth
California
$488K +$79.2K +340 +19%
EP
4142
EPIQ Partners
Minnesota
$487K +$46.6K +200 +11%
BSWM
4143
Boston Standard Wealth Management
Massachusetts
$486K
DLHL
4144
Donald L. Hagan LLC
Florida
$485K -$93.2K -400 -16%
MRWM
4145
ML&R Wealth Management
Texas
$483K +$53.3K +229 +12%
TC
4146
Trilogy Capital
California
$483K +$63.5K +273 +15%
PCM
4147
Piedmont Capital Management
Montana
$481K -$2.59K -11 -0.5%
TPW
4148
Tiller Private Wealth
Pennsylvania
$479K +$5.36K +23 +1%
AFIA
4149
America First Investment Advisors
Nebraska
$478K
E
4150
ETFidea
New York
$477K