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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 %
ACM
4226
Alamar Capital Management
California
$396K
KIM
4227
Karpus Investment Management
New York
$396K
LWP
4228
Laurel Wealth Planning
Minnesota
$394K -$33K -142 -8%
AFG
4229
Affinia Financial Group
Massachusetts
$394K -$16K -71 -4%
ASFA
4230
All Season Financial Advisors
Colorado
$392K +$17.9K +77 +5%
HEIP
4231
Hudson Edge Investment Partners
New Jersey
$392K +$392K +1,683 New
ARIS
4232
Advanced Research Investment Solutions
California
$391K +$354K +1,521 +957%
RA
4233
Resolute Advisors
California
$389K
SIMG
4234
Stephens Investment Management Group
Texas
$388K
BIM
4235
Bullseye Investment Management
Ohio
$386K -$2.43M -10,425 -86%
SPW
4236
Surience Private Wealth
Washington
$385K
PP
4237
PFS Partners
New Jersey
$383K -$5.59K -24 -1%
GC
4238
Gruss & Co
Florida
$377K
TSS
4239
Thomas Story & Son
Indiana
$376K
BIA
4240
Barry Investment Advisors
Massachusetts
$375K -$19.5K -84 -5%
PFT
4241
Providence First Trust
Arizona
$374K -$83.7K -359 -18%
DMKJ
4242
David M. Knott Jr
$373K
HFA
4243
Highland Financial Advisors
New Jersey
$370K
GWM
4244
GoalFusion Wealth Management
Texas
$370K +$21.2K +91 +6%
PFA
4245
Pinnacle Family Advisors
Missouri
$367K -$290K -1,245 -44%
VFPW
4246
Vantage Financial Partners (Wisconsin)
Wisconsin
$367K -$2.8K -12 -0.8%
RFA
4247
RTD Financial Advisors
Pennsylvania
$363K -$419K -1,802 -54%
GI
4248
Glovista Investments
New Jersey
$363K +$5.12K +22 +1%
MWM
4249
MBE Wealth Management
Wisconsin
$361K -$248K -1,065 -41%
JF
4250
Joule Financial
Kentucky
$361K +$27.9K +120 +8%