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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 %
RBCM
4251
Raub Brock Capital Management
California
$361K +$81.5K +350 +29%
TPW
4252
TL Private Wealth
Texas
$360K
DA
4253
Drake & Associates
Wisconsin
$357K +$7.92K +34 +2%
LWIC
4254
Leith Wheeler Investment Counsel
British Columbia, Canada
$356K -$17.7K -76 -5%
BWM
4255
Benchmark Wealth Management
Connecticut
$356K
SC
4256
Schoolcraft Capital
Colorado
$355K +$355K +1,526 New
LIM
4257
Lagoda Investment Management
New York
$355K
FP
4258
Foundry Partners
Minnesota
$355K +$23.3K +100 +7%
SL
4259
Stevard LLC
Illinois
$355K +$355K +1,525 New
TP
4260
Truvvo Partners
New York
$354K +$930 +4 +0.3%
HG
4261
Harbor Group
New Hampshire
$353K -$1.16K -5 -0.3%
HWA
4262
Hilltop Wealth Advisors
North Carolina
$353K
TIM
4263
Triad Investment Management
California
$349K
SFMG
4264
Sage Financial Management Group
Virginia
$349K
AWM
4265
Altus Wealth Management
Kentucky
$349K
SC
4266
Soundwatch Capital
Connecticut
$349K +$349K +1,500 New
AAG
4267
Avalon Advisory Group
Pennsylvania
$348K +$17.2K +74 +5%
KTA
4268
Keeley-Teton Advisors
Illinois
$344K +$37.3K +160 +12%
W
4269
WorthPointe
California
$342K -$9.54K -41 -3%
LFA
4270
Level Financial Advisors
New York
$339K -$9.78K -42 -3%
CWR
4271
Chico Wealth RIA
California
$339K
SWM
4272
Shakespeare Wealth Management
Wisconsin
$339K +$24K +103 +8%
APW
4273
Axim Planning & Wealth
Ohio
$338K +$229K +985 +211%
DT
4274
Daniels + Tansey
Delaware
$337K -$5.36K -23 -2%
CWM
4275
Chicago Wealth Management
Illinois
$335K