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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 %
BAM
4176
Banta Asset Management
California
$446K
HCRE
4177
Hoya Capital Real Estate
Connecticut
$444K
JPLA
4178
Joseph P. Lucia & Associates
New York
$444K +$90.9K +390 +26%
JWS
4179
Juncture Wealth Strategies
Arizona
$443K +$143K +613 +48%
KL
4180
KilterHowling LLC
Colorado
$440K -$4.43K -19 -1%
CFP
4181
Cypress Financial Planning
New Jersey
$440K +$8.39K +36 +2%
TAM
4182
Tucker Asset Management
Colorado
$438K +$69.6K +300 +19%
AWM
4183
AAF Wealth Management
Massachusetts
$436K +$3.73K +16 +0.9%
PCM
4184
Presidio Capital Management
California
$435K +$1.4K +6 +0.3%
HCM
4185
Howard Capital Management
Georgia
$434K -$71.1K -305 -14%
SBF
4186
Sara-Bay Financial
Florida
$434K
PFA
4187
Plotkin Financial Advisors
Maryland
$434K +$117K +502 +37%
RG
4188
Retirement Group
California
$433K -$676K -2,905 -61%
BC
4189
Brio Consultants
California
$433K -$239K -969 -36%
OBWP
4190
O'Brien Wealth Partners
Massachusetts
$432K -$76.5K -328 -15%
FL
4191
Fort LP
Maryland
$431K -$267K -1,145 -38%
SFPG
4192
Stonebridge Financial Planning Group
Florida
$431K +$136K +582 +46%
GAM
4193
Garrison Asset Management
Arkansas
$429K
T
4194
TNF
Montana
$428K +$23.6K +103 +6%
CFS
4195
Cannon Financial Strategists
Georgia
$427K -$44.3K -190 -9%
MW
4196
Milestone Wealth
New York
$427K
DFA
4197
DHJJ Financial Advisors
Illinois
$425K -$1.63K -7 -0.4%
MC
4198
Merlin Capital
Rhode Island
$425K
MWM
4199
Maripau Wealth Management
Indiana
$425K +$6.03K +26 +1%
NI
4200
NFC Investments
Tennessee
$424K -$34.9K -150 -8%