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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 %
HPWA
4176
Hall Private Wealth Advisors
North Carolina
$603K -$31.3K -93 -5%
CCA
4177
Cadent Capital Advisors
Oklahoma
$599K +$1.01K +3 +0.2%
LFA
4178
Level Financial Advisors
New York
$598K +$598K +1,777 New
LI
4179
LVZ Inc
Michigan
$597K +$2.35K +7 +0.4%
MBFW
4180
Morton Brown Family Wealth
Pennsylvania
$597K +$597K +1,774 New
CCA
4181
Conservest Capital Advisors
Pennsylvania
$595K +$3.37K +10 +0.6%
LAS
4182
Lloyd Advisory Services
Georgia
$595K +$37K +110 +7%
BA
4183
Bivin & Associates
Oklahoma
$595K +$595K +1,770 New
SCM
4184
Shapiro Capital Management
Georgia
$594K +$337 +1 +0.1%
CRC
4185
Catawba River Capital
South Carolina
$592K -$2.63M -7,817 -82%
E
4186
ETFidea
New York
$592K +$592K +1,759 New
Harris Associates
4187
Harris Associates
Illinois
$589K
VI
4188
Versor Investments
New York
$587K +$141K +419 +32%
CCP
4189
Cassia Capital Partners
North Carolina
$586K -$1.75M -5,209 -75%
FSWA
4190
Financial Synergies Wealth Advisors
Texas
$585K +$228K +678 +64%
WF
4191
Warner Financial
Maryland
$583K +$583K +1,734 New
LHEI
4192
Leo H. Evart Inc
California
$581K +$581K +1,729 New
CFG
4193
Compton Financial Group
Maryland
$578K -$15.1K -45 -3%
CFS
4194
Cannon Financial Strategists
Georgia
$578K
WFAG
4195
Wescott Financial Advisory Group
Pennsylvania
$577K -$341K -1,015 -37%
BTIM
4196
BancFirst Trust & Investment Management
Oklahoma
$577K +$577K +1,716 New
PP
4197
PFS Partners
New Jersey
$576K +$576K +1,714 New
MWM
4198
McNaughton Wealth Management
California
$576K +$26.1K +83 +5%
OBWP
4199
O'Brien Wealth Partners
Massachusetts
$574K -$205K -673 -26%
KIM
4200
Karpus Investment Management
New York
$572K