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Microsoft

4,483 hedge funds and large institutions have $1.33T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 2,060 increasing their positions, 1,937 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,483
Holders Change
-33
Holders Change %
-0.73%
% of All Funds
75.8%
Holding in Top 10
2,411
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.9%
% of All Funds
40.77%
New
142
Increased
2,060
Reduced
1,937
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
4201
Financial Enhancement Group
Indiana
$464K -$17.5K -68 -4%
MAM
4202
McCarthy Asset Management
California
$463K -$5.4K -21 -1%
TC
4203
Trilogy Capital
California
$463K +$58K +226 +14%
RIM
4204
Reliant Investment Management
Tennessee
$460K -$171K -664 -27%
MBFW
4205
Morton Brown Family Wealth
Pennsylvania
$460K +$4.11K +16 +0.9%
T
4206
TNF
Montana
$459K -$219K -843 -32%
CFG
4207
Compton Financial Group
Maryland
$456K +$25.7K +100 +6%
SCM
4208
Shapiro Capital Management
Georgia
$454K +$257 +1 +0.1%
SGA
4209
Seaport Global Advisors
Massachusetts
$452K -$23.1K -90 -5%
HFM
4210
Hartford Funds Management
Pennsylvania
$452K +$140K +543 +45%
I2I
4211
Insight 2811 Inc
Illinois
$450K +$12.6K +49 +3%
VW
4212
Vance Wealth
California
$450K +$15.7K +61 +4%
PDM
4213
Penn Davis McFarland
Texas
$449K -$133K -520 -23%
HPWA
4214
Hall Private Wealth Advisors
North Carolina
$448K -$12.3K -48 -3%
LHEI
4215
Leo H. Evart Inc
California
$445K +$257 +1 +0.1%
HC
4216
Hoese & Co
Minnesota
$442K -$30.8K -120 -7%
ACM
4217
Alamar Capital Management
California
$437K -$25.4K -99 -6%
KIM
4218
Karpus Investment Management
New York
$437K
WRM
4219
Weybosset Research & Management
Rhode Island
$437K +$437K +1,700 New
BIA
4220
Barry Investment Advisors
Massachusetts
$436K -$20.3K -79 -4%
PFA
4221
Peak Financial Advisors
Colorado
$435K -$11.8K -46 -3%
BWA
4222
BlueSky Wealth Advisors
North Carolina
$434K -$18K -70 -4%
PWM
4223
Provident Wealth Management
Tennessee
$434K +$257 +1 +0.1%
RA
4224
Resolute Advisors
California
$429K
TF
4225
Theory Financial
Colorado
$429K +$38.9K +148 +10%