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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 %
LFA
4126
Lauterbach Financial Advisors
Texas
$693K -$33.8K -141 -5%
HPCM
4127
Hunter Perkins Capital Management
Illinois
$693K +$24K +100 +4%
FPIS
4128
Financial Planning & Information Services
Wisconsin
$693K -$19.4K -81 -3%
CFP
4129
Curran Financial Partners
South Carolina
$692K -$177K -736 -20%
AAM
4130
Austin Asset Management
Texas
$692K
CCP
4131
Carmel Capital Partners
California
$691K +$127K +530 +23%
CPG
4132
Cornerstone Planning Group
New Jersey
$688K +$688K +2,967 New
WEPOG
4133
Wealth Enhancement & Preservation of GA
Georgia
$687K +$184K +767 +37%
HNWA
4134
Henrickson Nauta Wealth Advisors
Michigan
$686K -$29K -121 -4%
DI
4135
DDFG Inc
California
$685K +$685K +2,858 New
MWM
4136
McNaughton Wealth Management
California
$685K +$24.5K +102 +4%
CWM
4137
Cherrydale Wealth Management
New Jersey
$682K -$425K -1,774 -38%
NQWM
4138
Northwest Quadrant Wealth Management
Oregon
$682K +$1.44K +6 +0.2%
HA
4139
HFG Advisors
Ohio
$676K
GCM
4140
G2 Capital Management
Ohio
$675K
ODG
4141
O'Dell Group
Ohio
$674K +$29K +121 +4%
MFC
4142
Morris Financial Concepts
South Carolina
$673K +$85.1K +355 +14%
ETIA
4143
Epic Trust Investment Advisors
Washington
$670K -$126K -529 -16%
WA
4144
Wealthstar Advisors
Texas
$669K -$21.4K -89 -3%
JTWM
4145
Jackson Thornton Wealth Management
Alabama
$669K +$160K +666 +31%
SPI
4146
Sutton Place Investors
New York
$669K +$25.2K +105 +4%
IWA
4147
IVC Wealth Advisors
Pennsylvania
$668K -$3.12K -13 -0.5%
SWAG
4148
Spectrum Wealth Advisory Group
California
$667K +$18.9K +79 +3%
CWM
4149
Collaborative Wealth Management
Florida
$667K +$6.96K +29 +1%
BIA
4150
Bell Investment Advisors
California
$667K +$132K +551 +25%