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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 %
LFS
4151
Lutz Financial Services
Nebraska
$666K +$42.7K +178 +7%
EA
4152
Eclectic Associates
California
$663K +$959 +4 +0.1%
C1AG
4153
Client 1st Advisory Group
Florida
$661K
WA
4154
Waterford Advisors
New York
$661K +$661K +2,756 New
SWP
4155
ShoreHaven Wealth Partners
New Jersey
$660K -$237K -987 -26%
ODFS
4156
O'Donnell Financial Services
California
$659K -$7.67K -32 -1%
IAA
4157
Ironsides Asset Advisors
North Carolina
$659K -$11.5K -48 -2%
RWA
4158
Redmont Wealth Advisors
Illinois
$658K +$107K +445 +19%
BF
4159
Brogan Financial
Tennessee
$658K +$658K +2,744 New
IIA
4160
Integral Investment Advisors
California
$653K
CPWMP
4161
Cardinal Point Wealth Management Partners
California
$651K +$651K +2,714 New
CPCM
4162
Cardinal Point Capital Management
Ontario, Canada
$651K +$651K +2,714 New
JA
4163
JVL Associates
Michigan
$649K +$8.15K +34 +1%
MFA
4164
Morling Financial Advisors
California
$649K +$55.2K +230 +9%
SI
4165
Shaker Investments
Ohio
$648K -$2.51M -10,465 -79%
BMD
4166
Better Money Decisions
New Mexico
$647K +$27.3K +114 +4%
BRA
4167
Biechele Royce Advisors
Indiana
$645K +$123K +515 +24%
HP
4168
Hyperion Partners
Pennsylvania
$644K +$644K +2,686 New
TLA
4169
Tanglewood Legacy Advisors
Texas
$644K +$644K +2,684 New
FFAM
4170
Forge First Asset Management
Canada
$643K +$643K +2,683 New
CWA
4171
Centennial Wealth Advisory
Michigan
$641K +$125K +523 +24%
SCA
4172
Stuart Chaussee & Associates
California
$637K
NP
4173
Ninepoint Partners
Ontario, Canada
$636K -$71.2K -297 -10%
WF
4174
Warner Financial
Maryland
$636K
TWP
4175
Tower Wealth Partners
Pennsylvania
$635K -$19.7K -82 -3%