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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 %
RWG
4301
Regal Wealth Group
California
$301K -$1.91M -8,067 -86%
GWM
4302
Guardian Wealth Management
Illinois
$299K +$233 +1 +0.1%
PIN
4303
Prudent Investors Network
California
$298K -$40.1K -172 -12%
SWM
4304
Stapp Wealth Management
Washington
$297K +$297K +1,276 New
PFA
4305
Peak Financial Advisors
Colorado
$296K -$98K -421 -25%
CCG
4306
Capital CS Group
California
$292K
BWIA
4307
Bryant Woods Investment Advisors
New York
$288K +$11.7K +50 +4%
T
4308
TrueFG
Texas
$286K
SW
4309
Simplicity Wealth
New Jersey
$286K +$90.1K +387 +46%
ARI
4310
Applied Research Investments
Delaware
$284K -$738K -3,171 -72%
AFS
4311
AFG Fiduciary Services
Massachusetts
$284K +$22.3K +96 +9%
OF
4312
Outfitter Financial
Maine
$283K
SA
4313
Sicart Associates
New York
$282K -$30.8K -132 -10%
AG
4314
AlphaSimPlex Group
Massachusetts
$281K
PWM
4315
Praetorian Wealth Management
California
$280K +$280K +1,203 New
MSWMA
4316
Market Street Wealth Management Advisors
Indiana
$278K -$932 -4 -0.3%
RP
4317
Reinhart Partners
Wisconsin
$277K
PWM
4318
Pacific Wealth Management
California
$277K +$277K +1,189 New
BTIM
4319
BancFirst Trust & Investment Management
Oklahoma
$272K -$137K -574 -33%
WFPG
4320
Waller Financial Planning Group
Ohio
$271K +$8.84K +38 +3%
AFA
4321
Atlas Financial Advisors
California
$269K -$32.8K -141 -11%
SC
4322
Steph & Co
Wisconsin
$269K
BP
4323
BCK Partners
New York
$265K
BSAM
4324
Blue Square Asset Management
New York
$264K -$1.36M -5,828 -84%
SSWG
4325
Seven Springs Wealth Group
Tennessee
$264K -$1.33M -5,711 -83%