MSFT icon

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 %
SAM
4176
Sequent Asset Management
Texas
$633K +$240 +1 +0%
SS
4177
Sound Stewardship
Kansas
$631K +$631K +2,633 New
SFP
4178
Sterling Financial Planning
New Jersey
$629K -$44.4K -185 -7%
TWA
4179
Tandem Wealth Advisors
Arizona
$629K +$629K +2,621 New
NCM
4180
Next Capital Management
New York
$628K -$120K -500 -16%
KHC
4181
Koesten Hirschmann & Crabtree
Kansas
$627K +$627K +2,616 New
OAJ
4182
Ogorek Anthony Joseph
New York
$625K +$240 +1 +0%
PIA
4183
Powell Investment Advisors
Florida
$625K +$5.76K +24 +0.9%
FF
4184
Francis Financial
$624K +$11K +46 +2%
W
4185
WPWealth
Texas
$624K +$624K +2,602 New
WIC
4186
Wilkins Investment Counsel
Massachusetts
$624K -$24K -100 -4%
GCM
4187
Glaxis Capital Management
Florida
$624K
BWP
4188
Bernardo Wealth Planning
Pennsylvania
$623K -$87.5K -365 -12%
ICM
4189
Intrepid Capital Management
Florida
$623K +$36.7K +153 +6%
MFGP
4190
Marshall Financial Group (Pennsylvania)
Pennsylvania
$622K
FI
4191
FIDELIS iM
Oregon
$619K +$1.2K +5 +0.2%
KCM
4192
Kaye Capital Management
California
$619K +$619K +2,581 New
PFA
4193
Petra Financial Advisors
Colorado
$618K +$618K +2,578 New
HAS
4194
Holland Advisory Services
Florida
$618K -$4.32K -18 -0.7%
SW
4195
Simplicity Wealth
New Jersey
$615K +$321K +1,338 +109%
LAS
4196
Lloyd Advisory Services
Georgia
$615K +$49.6K +207 +9%
BAM
4197
Bosun Asset Management
Illinois
$615K -$2.16K -9 -0.3%
GC
4198
Gibson Capital
Pennsylvania
$615K
AA
4199
Aufman Associates
Pennsylvania
$615K +$7.43K +31 +1%
JWS
4200
Juncture Wealth Strategies
Arizona
$614K +$159K +662 +35%