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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 %
BCM
4276
Barrier Capital Management
California
$334K -$8.13M -34,860 -96%
TFA
4277
TPG Financial Advisors
Oregon
$334K +$2.33K +10 +0.7%
FCC
4278
Flower City Capital
New York
$331K +$6.76K +29 +2%
EPWM
4279
Essex Private Wealth Management
Massachusetts
$330K
QTM
4280
qPULA Trading Management
New York
$326K -$481K -2,064 -60%
TA
4281
Teramo Advisors
Florida
$326K
SMF
4282
Sterling Manor Financial
New York
$325K -$209K -896 -39%
DGI
4283
Disciplined Growth Investors
Minnesota
$323K -$384K -1,650 -54%
IWP
4284
IAG Wealth Partners
Wisconsin
$323K +$25.6K +110 +9%
FCT
4285
Family Capital Trust
Massachusetts
$322K
TWM
4286
Tanager Wealth Management
United Kingdom
$321K
TLFA
4287
True Link Financial Advisors
California
$321K +$7.44K +32 +2%
GWAM
4288
Guardian Wealth Advisors (Minnesota)
Minnesota
$317K -$10.5K -45 -3%
RK
4289
Rather & Kittrell
Tennessee
$316K +$21.1K +91 +7%
BFP
4290
Briaud Financial Planning
Texas
$316K +$93.2K +396 +42%
PIFP
4291
Partners in Financial Planning
Virginia
$315K -$2.41K -10 -0.8%
SAM
4292
Simplify Asset Management
Nevada
$315K +$18.2K +78 +6%
MUMSS
4293
Mitsubishi UFJ Morgan Stanley Securities
Japan
$314K +$30.2K +130 +11%
NEGWA
4294
New England Guild Wealth Advisors
Connecticut
$312K +$16.3K +70 +6%
AFG
4295
Arkansas Financial Group
Arkansas
$310K +$21K +90 +7%
PFG
4296
Piershale Financial Group
Illinois
$307K
LODC
4297
Lanham O'Dell & Company
West Virginia
$307K +$307K +1,318 New
MWM
4298
MorganRosel Wealth Management
Colorado
$304K -$4.65K -20 -2%
DWM
4299
Denver Wealth Management
Colorado
$304K +$9.54K +41 +3%
CCM
4300
Crabel Capital Management
California
$302K +$302K +1,296 New