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Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.51B
2
BlackRock
BlackRock
New York
+$3.17B
3
Barclays
Barclays
United Kingdom
+$2.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
5
CSA
Cottage Street Advisors
Massachusetts
+$1.34B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.38B
2
Capital World Investors
Capital World Investors
California
-$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.22B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
5
GQG Partners
GQG Partners
Florida
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
4276
Financial Enhancement Group
Indiana
$513K +$30.9K +116 +6%
PWS
4277
Private Wealth Strategies
Ohio
$513K -$117K -486 -19%
CRIG
4278
Charter Research & Investment Group
Connecticut
$512K -$120K -500 -19%
RJTCONH
4279
Raymond James Trust Company of New Hampshire
New Hampshire
$511K -$959 -4 -0.2%
HB
4280
Horizon Bancorp
Indiana
$511K +$511K +2,133 New
WAM
4281
Weiss Asset Management
Massachusetts
$509K -$10.3M -43,146 -95%
KNFPWM
4282
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$508K +$508K +2,118 New
KAM
4283
KEB Asset Management
Illinois
$507K -$95.7K -399 -16%
CCA
4284
Conservest Capital Advisors
Pennsylvania
$507K +$507K +2,112 New
DWMG
4285
DB Wealth Management Group
California
$506K +$240 +1 +0%
AAM
4286
Ardevora Asset Management
United Kingdom
$504K -$66.6M -277,604 -99%
VW
4287
Vance Wealth
California
$502K – – –
SEA
4288
Stegent Equity Advisors
Texas
$502K -$109K -455 -18%
EP
4289
EPIQ Partners
Minnesota
$501K – – –
DI
4290
Disciplined Investments
Oklahoma
$500K -$2.62M -10,910 -84%
DLHL
4291
Donald L. Hagan LLC
Florida
$499K – – –
DFG
4292
Demars Financial Group
Washington
$498K -$1.48M -6,158 -75%
UPC
4293
Utah Peaks Capital
Utah
$498K +$498K +2,077 New
SAS
4294
Sanford Advisory Services
Michigan
$497K +$87.1K +363 +21%
TFA
4295
Tobias Financial Advisors
Florida
$495K +$60.7K +253 +14%
PAA
4296
Peregrine Asset Advisers
Oregon
$492K -$130K -540 -21%
BSWM
4297
Boston Standard Wealth Management
Massachusetts
$490K -$10.8K -45 -2%
HCRE
4298
Hoya Capital Real Estate
Connecticut
$490K – – –
WF
4299
Whelan Financial
California
$490K -$117K -486 -19%
E
4300
ETFidea
New York
$489K -$2.4K -10 -0.5%
170 171
172
173 174