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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 %
PFM
4201
Phillips Financial Management
Indiana
$610K +$96.9K +404 +19%
QWM
4202
Quaker Wealth Management
New Jersey
$610K -$1.68K -7 -0.3%
KGC
4203
Kennon-Green & Company
Ohio
$610K +$610K +2,543 New
IF
4204
Insight Folios
North Carolina
$609K -$9.11K -38 -1%
NFGCM
4205
Norman Fields Gottscho Capital Management
New York
$607K
CAM
4206
Clark Asset Management
New Hampshire
$605K +$605K +2,522 New
OBWP
4207
O'Brien Wealth Partners
Massachusetts
$604K +$160K +667 +36%
GCWM
4208
Graham Capital Wealth Management
District of Columbia
$604K -$9.83K -41 -2%
PIC
4209
Portland Investment Counsel
Ontario, Canada
$603K
VFG
4210
V2 Financial group
Illinois
$603K
FFWM
4211
Future Financial Wealth Management
Ohio
$602K +$95.9K +400 +19%
NFP
4212
Narus Financial Partners
Utah
$598K +$61.9K +258 +12%
TFG
4213
Tilson Financial Group
New Jersey
$598K +$598K +2,492 New
GCL
4214
Gouws Capital LLC
North Carolina
$597K
SM
4215
Sensible Money
Arizona
$597K +$597K +2,488 New
HIGP
4216
Hill Investment Group Partners
Missouri
$595K +$595K +2,483 New
LFGH
4217
Lee Financial Group Hawaii
Hawaii
$595K -$101K -423 -15%
BWA
4218
BlueSky Wealth Advisors
North Carolina
$594K +$28.1K +117 +5%
RCG
4219
Resource Consulting Group
Florida
$594K -$249K -1,038 -30%
AA
4220
AJ Advisors
Tennessee
$593K +$593K +2,474 New
IDA
4221
Intelligence Driven Advisers
California
$592K
CIS
4222
Continental Investors Services
Washington
$591K +$240 +1 +0%
PWS
4223
Precision Wealth Strategies
Missouri
$591K -$498K -2,078 -46%
ES
4224
ETF Store
Kansas
$590K -$37.4K -142 -6%
ST
4225
Sageworth Trust
Pennsylvania
$588K