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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 %
CCP
4201
Cassia Capital Partners
North Carolina
$424K -$24.9K -107 -6%
GWA
4202
Geometric Wealth Advisors
District of Columbia
$424K +$2.33K +10 +0.6%
EW
4203
Enzi Wealth
Texas
$424K +$424K +1,715 New
Harris Associates
4204
Harris Associates
Illinois
$423K
JC
4205
Jentner Corp
Ohio
$423K
TFA
4206
Tobias Financial Advisors
Florida
$422K -$233 -1 -0.1%
AGA
4207
Arkos Global Advisors
Texas
$421K -$315K -1,355 -43%
FEG
4208
Financial Enhancement Group
Indiana
$421K
FFP
4209
Forbes Financial Planning
Rhode Island
$421K
WRM
4210
Weybosset Research & Management
Rhode Island
$419K +$23.3K +100 +6%
SEM
4211
Strategic Equity Management
Arizona
$419K +$32.6K +140 +8%
HC
4212
Hoese & Co
Minnesota
$418K +$17.5K +75 +4%
MBFW
4213
Morton Brown Family Wealth
Pennsylvania
$416K -$1.17K -5 -0.3%
SCM
4214
Shapiro Capital Management
Georgia
$415K +$3.72K +16 +0.9%
CFG
4215
Compton Financial Group
Maryland
$413K +$233 +1 +0.1%
BF
4216
Blankinship & Foster
California
$408K -$23.3K -100 -5%
PDM
4217
Penn Davis McFarland
Texas
$407K
CP
4218
Camelot Portfolios
Ohio
$406K -$132K -569 -25%
MAM
4219
McCarthy Asset Management
California
$406K -$13.5K -58 -3%
SF
4220
Safeguard Financial
Wisconsin
$406K +$406K +1,743 New
FWM
4221
ForthRight Wealth Management
Georgia
$405K +$87.4K +375 +28%
LHEI
4222
Leo H. Evart Inc
California
$403K +$233 +1 +0.1%
RDIA
4223
RE Dickinson Investment Advisors
Iowa
$401K +$9.55K +41 +2%
SAS
4224
Sanford Advisory Services
Michigan
$398K +$27.7K +119 +7%
PWM
4225
Provident Wealth Management
Tennessee
$397K +$3.96K +17 +1%